How do we select all the Products when Importing Quotations?

Good morning {@0053z00000B6N0pAAF}​,

Thank you for your query.

Depending on the type of file being imported (e.g. .XLS vs. .CSV vs. .TXT [or EDI]):

https://fc.force.com/customer/s/article/Purchasing-Inventory-Importing-Quotations

& the flags enabled/disabled against the Vendor, the quotations may not match properly:

https://fc.force.com/customer/s/article/Purchasing-Inventory-Creating-a-Vendor

Which type of quotation file are you attempting to import?

Please let us know so we can further assist.

Best

David

Fourth

Good Morning @David Fournier​ ,

It is an .xls file.

Maybe this can help: on our Vendor's profile, under the Quote Details;

Thank you

Hi @Filipe Bates​,

The 'Delimited Ascii' flag combined with the 'Vendor Product Number' flag against the Vendor (right side, not pictured above but highlighted in the 'Creating a Vendor' Article) causes the system to expect the simpler 4-column .CSV format outlined in the 'Importing Quotations' Article.

Both flags would be disabled in order for the system to expect the Vendor-specific .XLS Export/Import; however, the .CSV format is normally the easier/recommended format since it does not require Vendors to match their VPNs to the P&I/Adaco Product Numbers-- they can simply provide a comprehensive list of Product Quotes which match based on VPN only.

Please let us know if you have any further questions on this topic.

Best

David

Fourth