How to Import a Parts List from Excel for Use on a Pricing Contract

WeSuite

September 30, 2020 15:59

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.