The import turns a iFurn.pro order into a «Customer order» document (a sales order) in your accounting system. It is started from the «Firm orders» tab: for a green ID — with the «Import into BAF» button or a double click, for a red one — through the wizard.
What gets into the document
- Counterparty — from the client matching.
- The reserve warehouse — the warehouse matched with the order's sale point.
- Author — the user matched with the order's manager; the person responsible is their employee record.
- Rows — from the confirmed calculation: the prices and the amounts are exactly the ones the client saw. A sheet in m² is recalculated into sheets if the item is kept in sheets. VAT follows the item's rate.
- Organization — the one specified in the «Organization for import» setting (if it is empty, the default organization).
- The incoming document number — the order ID. The number of the document itself becomes the 1C code of the order on the platform.
The document amount must match the confirmed amount of the order. If it does not match, nothing is saved.
If the document could not be posted, it stays saved but unposted, and the reason is written to the log. Fix it and post the document yourself, or press «Refill».
The import wizard
A red ID means that something is missing. The wizard («Why not — wizard» or a double click) first shows the list of reasons and then leads you only through the steps that are needed: client → manager → warehouse → goods and services.
The «Save and next ›» button saves the current step to the platform (through the program) and remembers it for all following orders — that is, the second order of the same client will not require the wizard any more. The outcome of the step is visible in the field at the bottom.
Client
Choose a counterparty for the platform client — the counterparty code will become the client's 1C code — or press «Create counterparty»: it will be created with the client's name, phone and email, in the chosen group and kind. One client — one counterparty.
Manager
If the order has no manager, choose a manager of the firm — they will be assigned to the order on the platform. Next an accounting system user is chosen: the free ones come first, the taken ones are marked «→ matched with …». Choosing a taken one transfers the link — the old link is removed. There is also «Create BAF user».
Warehouse
Choose a warehouse for the order's sale point. Its identifier will become the 1C code of the sale point, and in the document it will be the reserve warehouse.
Goods and services
For every item choose an item — its code will become the 1C code of the row in the firm's price list. The rules:
- Goods — only a stock item and only for one platform product. An item whose code is already used by another product will not do: the data processor will state which one exactly.
- A service — only an item of the «Service» kind. Several services may correspond to one item.
Client materials
Materials supplied by the client — the client's edge or sheet — are not imported into the document. In the wizard they are highlighted in colour with the note «client material — not included in the document», and they do not need to be matched. The document amount is checked without them, and their names go into the document's comment.
Repeated import
- «already imported into document … (posted)» — to pull in the order's changes, press «Refill from the platform».
- «Document … was not refilled: it could not be posted» — the posted document stayed as it was, the reason is in the text.
Typical statuses
- «saved» — the step has been stored.
- «in the program queue (no connection to the server) … operation N» — the step is not saved yet, the program will send it by itself. Check later.
- «… is already matched with … on the platform — one to one only» — choose something else or remove that match.
- «no such item in the platform catalogue (client material or a deleted item) — a 1C code cannot be saved to it».