How to Import Sales Quotation in RetailEasy On Cloud

How to Import Sales Quotation in RetailEasy On Cloud

How to add multiple items for a particular customer in a Sales Quotation?


In the Sales Quotation screen, you can use the Import SQ option to add multiple items for a customer.

Steps:

  1. Select the Customer and Press Shift + F2 Import SQ option to open the Import SQ option.

  1. Download the Sample Template.

  1. Enter the Item Code, Item Description, and Quantity in the sheet.

  1. Upload the completed sheet in Choose a File option

  1. The items will be loaded into the Sales Quotation screen.

  1. Press F6 Save to save the data successfully.

 

 

 

 

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