Page contents

Points to note

Import Sales Quotes

The Import Quotes page allows you to create Sales Quotes in bulk via CSV template.

Read the following articles to understand Unleashed's import processes and avoid common errors:

• Data Import Checklist
• Troubleshooting Import Errors
• Import Sales Quotes field definitions

Points to note

• Quote Numbers imported must be unique and cannot already exist in Unleashed, including deleted Sales Quotes.
• Quote Numbers provided via the Import Sales Quote template must include any required prefixes. Unleashed does not apply prefixes or default formatting upon format.
• Sales Quotes created via the Import Sales Quotes template will be created in Draft status.
• Customers and products included in the Sales Quote must already exist in Unleashed prior to import.
• The Unit Price provided in the Import Sales Quote template will override the pricing hierarchy set in Unleashed. Leave the Unit Price field blank to apply any Customer Pricing, Quantity Pricing, Sell Price Tier or default sales prices set in Unleashed for the customer or product.
• We recommend that you only import the data that you need to in batches, i.e. no more than 1000 rows at one time.

Import Sales Quotes

Follow the below steps to use the Import Sales Quotes feature:

1. From the main menu, go to Sales, Quotes, and select Import Quotes.
   
   
2. Select Download Sales Quote Template.
   
   
   
3. Enter each new Sales Quote's details, including the Customer, Products and quantities required in the import template and save it in CSV format, see Import Sales Quotes field definitions.
   
   
4. Navigate back to the Import Quotes page and use the grey upload tile to import the Sales Quotes  template. 
   
   
5. Monitor the import's progress through the task manager icon found in the top tight corner of your Unleashed page:
   
   • Orange circle: Import is in progress.
   • Green tick: Import has successfully uploaded.
   • Red cross: Import has finished but has failed.
     
     
6. Once the import's completed the Sales Quotes will be created in Draft status for further processing in Unleashed.
   An email will be sent to your user address providing to confirm it's import status. If the import fails, this email will detail any errors that caused the failure so that you can troubleshoot the issues and try the import again.