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Export invoices to Pastel


Prerequisites
  • Stock Each stock Item should be linked to the correct Pastel Inventory code Click STOCK -> Locate Item -> Click Edit (Pen) Fill in the pastel buying/selling inventory codes for this item. Click √ to Save
  • Expenses Each expense should be linked to the correct Pastel G/L code Click Tools -> Definitions -> Expenses Fill in the pastel buying/selling expense GL codes for the different expenses. Click √ to Save
  • Customers Each customer in FlexiAuction should have a corresponding Pastel Customer Code (Buyers) and/or a Supplier Pastel Code (Sellers). This can however be set during export, so it will be explained below. Format for linking Expenses/Items to Pastel [type] [Code] ([comma],[zero tax type], [standard tax type])
    Type Prefix ONLY when you want to override. Stock expects Inventory code, so the “I:” should NOT be prefixed Commission expect a GL Code, so the “G:” should NOT be prefixed “G:” for GL Codes “B:” for barcodes “I:” Inventory codes
    Code The Actual pastel GL Code, Inventory code or Barcode, E.g. “5000/001”, “ADVERT”, “CAR”
    Comma Optional prefix if you want to specify tax types
    Zero Tax Type 2-digit tax type for zero vat transaction lines
    Standard Tax Type 2-digit tax type for standard vat transaction lines
    Examples of codes
    G:5000/001 GL Code 5000/001Use default tax types
    I:COW Inventory code for the cow stock item Use default tax types
    I:ADVERT Inventory code for the advert expense type Use default tax types
    G:5000/001, 00 , 01 GL Code 5000/001 Tax Type Zero=00; Standard= 01
    I:COW , 01 , 02 Inventory code for the cow stock item Tax Type Zero=01; Standard= 02
    I:ADVERT, 01 , 02 Inventory code for the advert expense type Tax Type Zero=01; Standard= 02
    B:60010870157861 Barcode “60010870157861”
    Instructions
  • Finish and Balance the auction
  • Click EVENTS and locate your event
  • Right-click “Mark Finalized”
  • Right-click “Export To Pastel”
  • Select type “BUYERS” Export “INVOICES”. Click Refresh
  • Look in the yellow “ACCT” column
  • If there is any wrong invoices or credit notes, then right-click on that line
  • Click on “Define Export File Layout”
  • Open Pastel and login
  • Select type “SELLERS” Export “INVOICES”. Click Refresh
  • Look in the yellow “ACCT” column
  • If there is any wrong invoices or credit notes, then right-click on that line
  • Click on “Define Export File Layout”
  • If not already opened in step 9 above, then open Pastel and login. All copyrights, trademarks and related media regarding PASTEL is owned by Softline Pastel, a division of Softline (Pty) Ltd

  • This article is NOT verified or spellchecked



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