Matching payments to orders: can someone point me in the right direction?
Hi,
I work as a manufacturer's rep in the theatrical lighting industry. I've successfully set up a Zoho database to handle the "front end" of my business, i.e. the constant stream of purchase orders in my territory (all identified by a unique order #).
Once a month, I get an Excel file of commission payments for that month (which also references the order #)
I'd like to be able to import the monthly report and have it automatically reconcile payments with orders, but I'm really lost as to the first step. Can someone give me 1/2 a clue, or is this a good place to consider hiring a developer?
Thanks,
Doug