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StepTask
1

From My Shortcuts click Sales Orders.
Alternatively, using the Navigation Tree button expand Sales - Transaction Processing then click Sales Orders.

2Click New.
3

Add the customer number to the Cust No.* field or search for it via .

4

Click  then File Imports then Commercial File.

(info) 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.

(info) 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:

Customer #Usage (Door)Product IDDescription Line Comment QtyUnit Cost Unit Sell (Ex GST)Customer Order #

No validation performed.

Not Mandatory

No validation performed

Not Mandatory

Must match an existing product in Frameworks

Mandatory

No validation performed

Not Mandatory

No validation performed

Not Mandatory

(info) 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.

Numeric value only

Conditionally Mandatory

Numeric value & decimals only, no special characters

Conditionally Mandatory

Numeric value & decimals only, no special characters

Not Mandatory


No validation performed.

Not Mandatory

Example below:
48556test 1580021des 1comment 1 555ref123
5

Click Choose File. A file explorer window will open on your local computer. Navigate to the relevant commercial file and open it.

6Click Upload.
7

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 .

8

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