Import a quotation

You can also import sales quotations. This applies only for new sales quotations with the associated order lines. It is thus not possible to change existing sales quotations and lines or to subsequently add further lines to existing sales quotations.

Note: 

It is not possible to import articles with article dimensions.

To import a sales order:

  1. Go to: Order Management / Management / Import verkoop / Sales quotation.
  2. Specify whether you want to create a new import definition or whether you want to use an existing import definition.
  3. Click on: Next.
  4. Select the file that you want to import.
  5. Enter the import options.
  6. Click on: Next.
  7. Then complete the import wizard.

Directly to

  1. Quotation
  2. Activate the Quotation functionality
  3. Configuration
  4. Add a quotation
  5. Add a quotation by copying lines
  6. View a quotation
  7. Release a blocked quotation
  8. Make a new version of a quotation
  9. Finalise a quotation
  10. Issue a quotation to a sales contact
  11. Approve a quotation
  12. Expire a quotation
  13. Add an order from a quotation
  14. Import a sales quotation