Import Quote

Steps to follow for importing quotes:

1. Click on the purple “Import” button

From the quotes interface, click on thepurple buttonlocated at the top of the page to start the import process.

2. Download the canvas

Click on“Download the canvas”to retrieve the template file to fill.

3. Complete the Excel file

Fill in the canvas with your quote information.
He isimperativeto respect:
TEArequired columns
L'column order
TEAinput formats

Mandatory fields to fill in:

• Number

• Date

• Supplier

• Fleet

• Parts details (quantity, unit price, etc.)

4. Import the file into the system

• Return to the interface

• Click again on thepurple button

• Click on“Following”, attach the file, then click again“Following”

5. Error checking

• If the system displayserroneous records, this means that there are input errors

• Check the error messages reported by the system

• Correct any errors in the file, then retry the import

6. Check reference data before importing

Make sure the following already exists in the system:

• Suppliers

• Fleets

• Users

• Items/parts

If not, create them first in their respective module.

7. Confirmation

Once the file is successfully imported, the data will be automatically displayed in the system's quote list.