Import items to order/offer/purchaseoffer

The routine Add Items from Order makes it efficient to create an order for customers.

If the customer submits their order as comma-separated text with at least Item Number, Quantity, you can easily copy and paste this text directly for input. It is possible to add more information such as Item Number, Quantity, Description (optional), Price (optional), Cost Price (optional).

It is important to use the correct format and ensure there are no additional text or symbols in the text.

This method saves a lot of time when adding items for large orders.

The same is available for creating offer.

• Create the order and enter the customer as usual. 
• From the block menu, activate the option to Add Items (1). 
• Copy the text from the submitted order, or enter it manually here (2).
• Click OK.

• The items are automatically added to the order with the item number and quantity.

  You process the order according to standard procedures.

  
  
  

  Import from Excel

  • Ensure that you have the same columns in Excel as required by the import format. 
  • Select the cells to be copied from Excel, right-click, and choose copy. 
  • From the block, click on the menu option Add Items, and paste what has been copied from Excel. The format will display with spaces instead of commas, but it will be correct. 
  • Confirm wit ok, and the items will be added wit itemnumber and quantity.
  • This routine does not support import by PDF files.