Receiving of Customer Purchase Orders: Difference between revisions

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(Created page with "== Receiving of Customer Purchase Orders == # When a customer or government send a Purchase Order to purchase something, you will receive an email from the Access Point (AP) to alert you. # When you receive such email, please login to your Highnix system, navigate to Sales Mgt,")
 
 
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== Receiving of Customer Purchase Orders ==
== Receiving of Customer Purchase Orders ==


# When a customer or government send a Purchase Order to purchase something, you will receive an email from the Access Point (AP) to alert you.
# A customer may send a Purchase Order to the seller through the Peppol network. In Highnix, a customer Purchase Order is referred to as a Sales Order (SO).
# When you receive such email, please login to your Highnix system, navigate to Sales Mgt,
# Once the SO is delivered to your Access Point (AP), an email notification will be sent to the person in charge to alert them of the incoming document.
# Log in to the Highnix ERP system and navigate to '''Sales Mgt > Peppol Sales > Peppol Sales Order Import'''.
# Click on the '''Import''' button. The system will connect to the AP, download the customer Sales Orders, and display them on the screen.
# You may then click on the processing icon to handle the selected SO document.
 
=== Types of Advance Ordering ===
 
# There are four types of Sales Order documents:
## New Sales Order
## SO Change
## SO Cancellation
## SO Balance
 
=== Receiving the SO into Highnix ===
 
# All SO documents flow through the Peppol network and are first received by the Access Point (AP).
# To transfer the SO from the AP into Highnix, the user must manually trigger the import process.
# Navigate to '''Sales Mgt > Peppol Sales > Peppol Sales Order Import'''.
# Select the required date range and click on the '''Import''' button.
# All SO documents within the selected date range will be imported and listed on the screen.
# In the first column of the list, the document type will be shown as '''New SO''', '''SO Change''', '''SO Cancellation''', or '''SO Balance'''.
Go to the next related page: [[Process the Sales Order]]

Latest revision as of 17:27, 3 December 2025


Receiving of Customer Purchase Orders

  1. A customer may send a Purchase Order to the seller through the Peppol network. In Highnix, a customer Purchase Order is referred to as a Sales Order (SO).
  2. Once the SO is delivered to your Access Point (AP), an email notification will be sent to the person in charge to alert them of the incoming document.
  3. Log in to the Highnix ERP system and navigate to Sales Mgt > Peppol Sales > Peppol Sales Order Import.
  4. Click on the Import button. The system will connect to the AP, download the customer Sales Orders, and display them on the screen.
  5. You may then click on the processing icon to handle the selected SO document.

Types of Advance Ordering

  1. There are four types of Sales Order documents:
    1. New Sales Order
    2. SO Change
    3. SO Cancellation
    4. SO Balance

Receiving the SO into Highnix

  1. All SO documents flow through the Peppol network and are first received by the Access Point (AP).
  2. To transfer the SO from the AP into Highnix, the user must manually trigger the import process.
  3. Navigate to Sales Mgt > Peppol Sales > Peppol Sales Order Import.
  4. Select the required date range and click on the Import button.
  5. All SO documents within the selected date range will be imported and listed on the screen.
  6. In the first column of the list, the document type will be shown as New SO, SO Change, SO Cancellation, or SO Balance.

Go to the next related page: Process the Sales Order

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