Content Comparison

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• A Yakta user will manually download a CSV File from PartSmart

• A Yakta user will send an email to the salesforce email address and attach a CSV File with the following fields:

  • TBD - We have requested a sample file to review

Transform Data

TBD

Load / Import Data

• Add the transformed data to the import_sales_order object.

  • (Not sure if this is actually / might be the transform step – need to understand what that object does)

Acceptance Criteria

• A new sales order has been added to Goldfinch.

• This sales order can be allocated to inventory.

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• Download the picklist as a CSV File

  • There is a quick 20 second explanation how to get this CSV File in this video:

    • Start at 6:45 https://youtu.be/7plRDX5qd2w?si=iNxXjqZwXcQyg7ZJ&t=405

  • Save this CSV File to a location you will remember

• Email the CSV file to the following email address:

  • TBD

• The Picklist is now added in GoldFinch as a Sales Order.