You can import lines into a quote via import. Heres how:
- Create a quote.
- Create your excel sheet with the parts (exact part names) and BOMs listed.
- In Cetec ERP, create a new quote (Sales > Quotes > New Quotes).
- Fill in the necessary field information.
- To import the excel sheet, on the left hand side, go to Quoting Tools+ > Import.
- In the box titled Import quote lines in .xls or .csv format, upload your .xls file(s) via the Choose File button.
- Click submit.
- On the rerouted screen, go through each column and identify what the column is.
- After identifying, click update underneath the table.
- When finished and everything looks good, click Finish.
- Verify each line imported.