Sales Order Entry - Import From Excel overview

Sales > Entry > Order

Function acronym: OEET

Use this function to import an Excel spreadsheet to create stock orders and quote orders. After you import the information from the spreadsheet, you can review and edit the information before you submit the orders.

To import information and automatically create the orders, you must use a specific spreadsheet format. If you do not use the correct format, the import is invalid.

See Creating sales orders from an Excel spreadsheet and Excel spreadsheet formatting for sales orders.