When to use it
When an Excel arrives, they will have an invoice or a supplier's catalogue.
Requirements and permissions
- Original document preserved.
- Retirement or visible flow to the account.
- Identity, format, units, cost, currency and taxes revised.
Steps
- Identifies if visible flow supports Excel update, automatic importation or distributor catalogue.
- Keep a copy of the original document.
- Valids columns and IDs before uploading an XLSX.
- Do not say that a PDF / photo will update stock or costs until you see the previous report and its scope.
- Do a controlled sample if the product offers preview.
- Check independently My letter, Stock, purchase price and Margins.
Expected result and readback
Result: Only the fields that the flow confirms are up to date and each result has readback.
Check: Compare a sign of references against the original document and check Stock, My Letter and History.
Common errors
- Using an export Excel as an upgrade template.
- To change IDs or column names.
- Promiser OCR and automatic update without confirmation screen.
Recovery or rollback
Stop importation if preview doesn't match. Keep the original file and summary and do not launch a second importation until you know if the first importation was complete.