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.

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