Sales File Management
| Objective | This document aims to show the Sales Files management page wherein you can monitor, generate, send, download, regenerate and resend sales files. |
|---|---|
| Access | This page is currently accessible by store admin accounts only, but will be updated to Super Admin and Enterprise in the future. |
Generate
Steps:
- Login to Back Office using the store admin credentials
- You may get it from Login Credentials file or Mall Accred - Activated Locations
- Click Generate to generate and send the sales files
- The expectation is the files will be generated, sent to the ftp/sftp server or GDrive folder, Date Generated, Date Sent and Batch Number will be filled out, and Generate button will disappear.
Send
Use Case: Sales file might be generated but not sent due to ftp/sftp connection issue or server failure.
Steps:
- Login to Back Office using the store admin credentials
- You may get it from Login Credentials file or Mall Accred - Activated Locations
- Click Send to send the sales files
- The expectation is the files will be sent to the ftp/sftp server or GDrive folder, Date Sent will be updated and Send button will disappear.
! Warning
Do not trigger or click Send multiple times once it’s failed. For some malls (such as Robinsons), it will create new sales files with incremented Batch Number upon every Send request.
Download and Batch Download
Use Cases:
- Download used to be for Viber sending when mall (particularly
- world) requests for resending. But that could be done using Regenerate and Resend now. Hence, Download is now more for internal needs such as validating the contents if mall raises discrepancy.
- Batch Download will download all displayed sales files
Steps:
- Login to Back Office using the store admin credentials
- You may get it from Login Credentials file or Mall Accred - Activated Locations
- Click Download to download the sales files
- The expectation is the files will be downloaded in a zipped file.
Regenerate and Resend
Use Case: Regenerate and Resend could be used when
- Mall requests for regeneration or resending
- There are changes on the computations or format of the sales files
Steps:
- Login to Back Office using the store admin credentials
- You may get it from Login Credentials file or Mall Accred - Activated Locations
- Click Regenerate and Resend to regenerate and resend the sales files
- The expectation is the files will be regenerated, automatically sent to the ftp/sftp or GDrive folder
! Warning
Do not trigger or click Regenerate and Resend multiple times once it’s failed. For some malls (such as Robinsons), it will create new sales files with incremented Batch Number upon every Send request.
Batch Generate, Batch Send, and Batch Regenerate and Resend
Use Case: Batch action buttons are programmed specifically for Ayala for cases of multiple POS Dates that need to be processed, though Batch Download is for all malls as of now. Making these buttons available to all malls is on the roadmap.