Editing Importing order items into Proposals, Service, and Install Orders
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Latest revision | Your text | ||
Line 17: | Line 17: | ||
** SLACategory | ** SLACategory | ||
* Your Excel spreadsheet should look as follows. | * Your Excel spreadsheet should look as follows. | ||
− | [[File:ExcelOrder1. | + | [[File:ExcelOrder1.jpg]] |
* Right click in the Order Items tab and select ‘Import from File’. | * Right click in the Order Items tab and select ‘Import from File’. | ||
− | [[File:ExcelOrder2. | + | [[File:ExcelOrder2.jpg]] |
* Pick your import file. Excel has two extension types. Select the correct one. | * Pick your import file. Excel has two extension types. Select the correct one. | ||
− | [[File:ExcelOrder3. | + | [[File:ExcelOrder3.jpg]] |
* The data will load as shown. | * The data will load as shown. | ||
− | [[File:ExcelOrder4. | + | [[File:ExcelOrder4.jpg]] |
* Click on the Field Mappings tab and answer No to the Prompt to reset field mappings. | * Click on the Field Mappings tab and answer No to the Prompt to reset field mappings. | ||
− | [[File:ExcelOrder5. | + | [[File:ExcelOrder5.jpg]] |
* Mach on the ItemName as it will associate the item if found in inventory. | * Mach on the ItemName as it will associate the item if found in inventory. | ||
− | [[File:ExcelOrder6. | + | [[File:ExcelOrder6.jpg]] |
* Click Start and the data will load: | * Click Start and the data will load: | ||
− | [[File:ExcelOrder7. | + | [[File:ExcelOrder7.jpg]] |
* Wait until the Import complete prompt. | * Wait until the Import complete prompt. | ||
− | [[File:ExcelOrder8. | + | [[File:ExcelOrder8.jpg]] |
* Click Close: | * Click Close: | ||
* The data will load. | * The data will load. | ||
− | [[File:ExcelOrder9. | + | [[File:ExcelOrder9.jpg]] |