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How do we select all the Products when Importing Quotations?

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3 comments

  • Anonymous User

    Good Morning @David Fournier​ ,

     

    It is an .xls file.

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

    Thank you

    0
  • David Fournier

    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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  • David Fournier

    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

    0

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