Editor
Course content

Importing sales orders by bulk

Importing Sales Orders by Bulk

1. Fill in the Sales Order Import Sheet


2. Navigate to Sales > Favorites > Import Records


3. Upload the file


4. Click on Test


5. Then if everything is valid click on Import


Note: If you want to set a specific field, e.g. Salesperson, add the salesperson field here and add salesperson to the import sheet when importing. 


You can also watch this video for reference:

Rating
0 0
Views
62 Total Views
1 Members Views
61 Public Views