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Overview Importing is an efficient way of migrating a large amount of data into the system and streamlining your data. The Import tool provides you the capability of transferring data to the system from a spreadsheet instead of entering each item m...

Overview Your import file has columns that are specific to the List that you are going to use. To ensure that the import file will contain the correct set of columns, you need to export the list into your CSV viewer/editor.  The steps for prepa...

Overview Our software provides you with an easy-to-use tool that will help import multiple records at the same time using CSV files. Importing the File After creating and filling out your CSV file (spreadsheet), you can now import the fi...

Version 1.0.21, Released December 18, 2018 - Known issues fixed and new features added as follows: Action Description Added Preference to enter bill of material components as percentages. Added Preference to capture a signature o...

Version 1.0.25 Released August 28, 2019 - Known issues fixed,  improvements and new features added as follows: Action Description Improved Payments Apply Payments to multiple Sales Orders. Apply credits or Payments to sales orders or Shi...