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Last Updated: 03/29/2026 in Importing
Importing - Customer Category Purpose: The Customer Category Import Type is designed to allow users to use the import function to add new or update existing Customer Category records. Required Fields:
New Customer Category: Cust...
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Last Updated: 03/29/2026 in Importing
Importing - Easy Kit
Purpose:
This import easily allows you to add Groups and/or Selections to an existing Kit Item.
Required Fields:
New Records: Kit Item, Selection Item, Qty Per, Name, Type
Existi...
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Last Updated: 03/30/2026 in Importing
Importing -Kit Group
Purpose:
The Kit Group Import allows users to import to add or update Kit Groups in existing Kit type Items.
Required Fields:
New Items: Kit Item, Type, Name
Existing Lines: ID
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Last Updated: 03/30/2026 in Importing
Importing - Part Item
Purpose:
This import type is designed to create new Part type items or update existing Part type items.
Required Fields:
New Items: Name, UOM or UOM SET, Group
Exi...
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Last Updated: 03/30/2026 in Importing
Importing - Purchase Order Easy
Purpose:
This import type is designed to create new Purchase Orders and Add line Items in one shot.
Required Fields:
New Items: No, Vendor, Item, Qty, Date
Exi...
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Last Updated: 03/30/2026 in Importing
Importing - Sales Order Easy Purpose: This import allows a user to import to create the header of a Sales Order or multiple Sales Orders all at once. Required Fields:
New Records: Customer PO, Customer, Ship To, Item, qty
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Last Updated: 04/01/2026 in Importing
Importing - Sales Order Line
Purpose:
This import is designed to add lines or update existing lines on an Sales Order. For this to work he Sales Order MUST already exist so that the Sales Order number can be added as a field on...