Introduction
The Canix Sales Order Upload Agent takes any excel document and uploads it.
The agent uses Fuzzy Search to match the columns of the excel. The excel column order does not need to match exactly to a template.
This is still very early (in beta), but it has been successful in uploading Sales Orders for Baked Beans Farm.
How to Use
- Log into Tasklet and navigate to "Sales Order Uploader - Fuzzy Match."
2. Generate an API key from the customer account and give it to the agent. You can do so with a query like the below:
3. Take your excel sheet for your sales orders. It does not need to be in a specific format. Tips:
- Do not have extra columns - this will confuse the AI.
- Only have one sheet.
4. Give the excel to the AI in a prompt like this:
5. The AI will run and process the orders. You will be able to do multiple orders at once.
- It will be able to add payments to this order.
- It will also be able to update the sales order status
- We CANNOT do line item discounts, as that is not available in the API. The AI will combine discounts into the line item total.
If there are issues, the AI will alert you. For example, the AI could not find a close enough customer match, so we received this error.
6. When the order's are uploaded, check the Total Order Balance to ensure everything is all good!