Quote Import from CSV
Question:
Is it possible to import a Quote without retyping it?
Yes.
You can import from csv file in to a Quote.
Steps below:
CSV File format:
Header must be included.
To import the file in to a Quote create the quote and add the client, then at the bottom of the quote click on the import button and select Import CSV:
This will then open the file explorer to find your csv file to import:
Navigate to where you saved your file and open the file.
The system when then prompt a request to select if the prices imported are inclusive:
Select "YES" for inclusive and "NO" for Exclusive.
After this step your items if found will be added to the quote.
If the code is not recognized the system will not import the item.
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