Products can now be loaded into the Customer Product List with a .txt/.csv file.
File Specs:
- Headings are not required
- Mandatory column to contain Product ID or Barcode
- Any other Columns will be ignored
To load the file navigate to ‘Customer Product List’ and select which Customer you would like to amend. Then select ‘Import Products from File’ by clicking the ‘Options’ Menu at the top of the screen.
Once selected Users will be presented with the following screen to select the prepared file.
Users will need to select one of the following options from the ‘Type’ dropdown :
- Only available in Price List
- Only available in Buying Template
- Available in Both
The User will select one of the following ‘Method’ options:
- Add- The Products in the file will be added to the already existing list for the Customer
- Replace: The Products in the file will remove any existing Products in the list and replace them with the Products in the file.
Note: If a Product in the File does not exist or is Inactive the User will be prompted to Skip that Product or Abort the import.