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How to use Template Sales Order Imports

How do I use Template Sales Order Imports?

Written by Jes

To use the Template Sales Order Imports, please complete the following:

  1. Click Sales

  2. Click Sales Order Menu

  3. Click Sales Import Menu

  4. Click Import Template Manager

  5. Enter in a Template Name and separator and press F5 to open the template

  6. Here you can define the Row Description and columns on the CSV file

  7. Once you have set up your template go back to Step 3

  8. Click Template Sales Order Import

  9. Navigate to your CSV file that you wish to import by pressing F5 in the 'Filename' field

  10. Then select your Import Template from the drop down menu

  11. Click Import to import your file into FactoryMaster

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