Editing Importing order items into Proposals, Service, and Install Orders

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** SLACategory
 
** SLACategory
 
* Your Excel spreadsheet should look as follows.
 
* Your Excel spreadsheet should look as follows.
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[[File:ExcelOrder1.png]]
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[[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’.
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[[File:ExcelOrder2.png]]
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[[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.
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[[File:ExcelOrder3.png]]
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[[File:ExcelOrder3.jpg]]
 
* The data will load as shown.
 
* The data will load as shown.
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[[File:ExcelOrder4.png]]
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[[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.
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[[File:ExcelOrder5.png]]
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[[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.
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[[File:ExcelOrder6.png]]
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[[File:ExcelOrder6.jpg]]
 
* Click Start and the data will load:
 
* Click Start and the data will load:
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[[File:ExcelOrder7.png]]
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[[File:ExcelOrder7.jpg]]
 
* Wait until the Import complete prompt.
 
* Wait until the Import complete prompt.
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[[File:ExcelOrder8.png]]
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[[File:ExcelOrder8.jpg]]
 
* Click Close:
 
* Click Close:
 
* The data will load.
 
* The data will load.
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[[File:ExcelOrder9.png]]
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[[File:ExcelOrder9.jpg]]

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