- Click on Tools -> Part Import
- Change Contract to the pricing contract you want to import the parts list to. Then, click New and browse to the excel file you are importing.
- NOTE: If you get an error, check to make sure the excel sheet is closed and try again.
- Use the dropdowns to map WeSuite Data fields to the Excel Columns imported
- Manufacturer -> mfgr
- Model -> model
- Purchasing Description -> descry
- Unit Cost -> unitcost
- Unit Sell -> sale price
- Click Import at the top right.
- You should get a message that says your items were successfully imported.
How to Import a Parts List from Excel for Use on a Pricing Contract
WeSuite
Comments
Please sign in to leave a comment.