How do we select all the Products when Importing Quotations?
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Good Morning @David Fournier ,
It is an .xls file.
Maybe this can help: on our Vendor's profile, under the Quote Details;
Thank you
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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
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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
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