Description
A user needs the ability to automatically send the PartSmart Picklist (Sales Order) to GoldFinch so they do not need to manually enter a sales order into GoldFinch.
Technical Requirements
For PartSmart
API
Object: GFCON__Import_Sales_Order__c
Fields:
GFCON__Sales_Order_No__c
GFCON__Id_Customer_No__c
Populate GFCON__Order_Source__c with “PartSmart”
Picklist JSON file should go to PartSmart_Picklist_JSON__c
Field Name | Field Help | ||
|---|---|---|---|
Id | GFCON__Sales_Order_No__c Sales Orders will be created per Order No. All Lines with the same Order No. will be inserted into the same GF Sales Order record. If left blank, all lines with blank Order No. are treated as part of the same SO. | ||
User Name | GFCON__Id_Customer_No__c How does it map to Dealer Account???? | ||
Product Id | look up GF Item table | ||
Quantity | |||
……. | |||
For GoldFinch Developer
…..
for Import Sales Order records with Order Source = PartSmart, and processed = false
write code to look at PartSmart_Picklist_JSON__c to do what?
Table | Field Name | Field Help | |
|---|---|---|---|
Sales Order | Sell-to Customer | ||
Order Date | today | ||
Shipment Date | today + 7 days | ||
….. | |||
External Customer No. | GFCON__Sales_Order_No__c???? | ||
Sales Line | Item | ||
Unit of Measure | EA | ||
Quantity | |||
Unit Price | Sales Price???? |
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Create a Salesforce email address that can accept data into this object.
Add a new value to the Order Source picklist
Value = “PartSmart”
Extract / Download Data
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.
How To Guide
Overview
This process improves efficiency by automating the import of PartSmart picklist/orders into GoldFinch.
How to Automatically Send Picklist/Orders to GoldFinch
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.