From My Shortcuts click Sales Orders.
Add the customer number to the Cust No.* field or search for it via
Click then File Imports then Commercial File.
You are able to import a product from the commercial file without a Unit Sell price. If there is no Unit Sell listed, the default system Unit Sell price will be assigned.
You are able to import a Line Comment using a miscellaneous (type 6) product where the Product ID = text, therefore a comment product does not require the Unit Cost or Qty to be entered.
Required format of the Commercial Import file
The Commercial Import fie requires the following format to import successfully:
File Format - The file must be a comma delimited CSV file and the field values must comply with the following rules:
Click Choose File. A file explorer window will open on your local computer. Navigate to the relevant commercial file and open it.
Once processed, the Import Status dialog window will open detailing how many product lines were successfully imported, the number of lines imported & the number of errors encountered. Click.
If there are product lines that were not imported, you have two options:
i. Click , then manually add the products that were not imported into the Sales Quote.
ii. Click , then click to cancel the quote, fix the import file, then do another re-import.
For further detailed information, refer to: Importing Commercial Files into an existing Sales Quote