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Last Updated: 04/01/2026
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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...
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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: 03/30/2026
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Importing - Reorder Point by Location
Purpose:
This import type allows users to set the Reorder Point, Reorder Amount and Max Qty of an Item by Location.
Required Fields:
New Records: Location, Item
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Last Updated: 03/30/2026
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Importing - Related Items
Purpose:
This import type allows users to add Related Items to Primary Items and the relationship type.
Required Fields:
New Records: Primary Item, Related Item, Related Item T...
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Last Updated: 03/30/2026
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Importing - Receiver Line
Purpose:
This import is designed to add lines or update existing lines on a Receiver. For this to work the Receiver MUST already exist so that the Receiver number can be added as a field on the import...
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Last Updated: 03/30/2026
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Importing - Quote
Purpose:
This import allows a user to import to create the header of a Quote or multiple Quotes all at once.
Required Fields:
New Records: Customer, Ship To
Existing Lines: No
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Last Updated: 03/30/2026
in Importing
Importing - Purchase Order Line
Purpose:
This import is designed to add lines or update existing lines on a Purchase Order. For this to work the Purchase Order MUST already exist so that the Purchase order number can be added ...
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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
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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 - Package Item
Purpose:
This import is designed to add lines into a package on a Ship Doc.
Required Fields:
New records: Item, Line No. , Package Id
Existing records: N/A
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