True Commerce (EDI/B2B) Sales Orders
- Waseem Khan
- Scott Zhuo
- Patricia Zhuo
Export Orders from True Commerce
Export the orders as a CSV file from the True Commerce system.
Clean Up the CSV File
Remove any unnecessary rows and columns from the file.
Refer to the Template
Use the following template as a reference to ensure correct formatting:
EDI 850 Template with Sample Data
Import the CSV into Total Sales
Navigate to the Total Sales tab and select Import True Commerce CSV.
Custom Routine for Sales Orders
Ad Magic uses a custom routine to automatically create Sales Orders from True Commerce imports.
Verify the Following Before Import
Customer Name must exist in the Account table.
Item No. must exist in the Item table.
Item Unit of Measure must exist in the Item Unit of Measure table.
Skip ShipStation Import
There is no need to import the data into ShipStation.
Ensure Allocation Status
Ensure that the Allocation Status is set to "Full” before picking/packing and shipping.
