There are various ways of importing line items to quotations:
- Importing from a CSV file
- Importing from another quotation
- Importing from a sales order
- Importing from a purchase order
- Importing from a branch order
- Importing from a head office order
- Importing from a bill of material
Importing from a CSV file
Create the CSV file
The order of the columns to include in your CSV file are as follows:
Item Number - This column is required.
Quantity - This column is required.
Unit Price - This column is optional. Leave the price zero if the suggested retail price must be used as per normal quotation entry.
Item Number - This column is required.
Quantity - This column is required.
Unit Price - This column is optional. Leave the price zero if the suggested retail price must be used as per normal quotation entry.
- Open Microsoft Excel (or any other suitable alternative).
- Enter the item information in the appropriate columns.
- Save the file in a spreadsheet format (in order to refer to later if needed).
- Save the file in CSV format.
- Close the file.
Only enter the item numbers, quantities, unit prices and comments, do not include headings for the columns.
Make sure to close the file before uploading or you will receive an I/O error 32.
Import the CSV file
This part of the guide assumes that you are already working in the required quotation window.
- Click the Import button.
- Select the appropriate CSV file to upload.
- Click the Open button.
Importing from another quotation
This part of the guide assumes that you are already working in the required quotation window.
- Enter the quotation number as <Qnnnnnnnn> in the ITEM NUMBER column of an open line to import the line item detail part of the quotation. For example, if the quotation number is 00000001, enter <Q0000001> in the ITEM NUMBER column of an open line.
Importing from a sales order
This part of the guide assumes that you are already working in the required quotation window.
- Enter the sales order number as <Snnnnnnnn> in the ITEM NUMBER column of an open line to import the line item detail part of the sales order. For example, if the sales order number is 00000001, enter <S0000001> in the ITEM NUMBER column of an open line.
Importing from a purchase order
This part of the guide assumes that you are already working in the required quotation window.
- Enter the purchase order number as <Pnnnnnnnn> in the ITEM NUMBER column of an open line to import the line item detail part of the purchase order. For example, if the purchase order number is 00000001, enter <P0000001> in the ITEM NUMBER column of an open line.
Importing from a branch order
This part of the guide assumes that you are already working in the required quotation window.
- Enter the branch order number as <Bnnnnnnnn> in the ITEM NUMBER column of an open line to import the line item detail part of the branch order. For example, if the branch order number is 00000001, enter <B0000001> in the ITEM NUMBER column of an open line.
Importing from a head office order
This part of the guide assumes that you are already working in the required quotation window.
- Enter the head office order number as <Hnnnnnnnn> in the ITEM NUMBER column of an open line to import the line item detail part of the head office order. For example, if the head office order number is 00000001, enter <H0000001> in the ITEM NUMBER column of an open line.
Importing from a bill of material
This part of the guide assumes that you are already working in the required quotation window.
- Enter the bill of material number as <nnnn> in the ITEM NUMBER column of an open line to import the line item detail part of the bill of material For example if the bill of material number is 0001, enter <0001> in the ITEM NUMBER column of an open line.
- Enter the quantity of bills to be imported.
- Click the OK button.