Import Sales Quotes field definitions
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George Sutton
Updated : Created :
Use the Import Sales Quotes template to create Draft Sales Quotes in bulk.
For more details, see Import Sales Quotes
Ensure that you enter correct values in the template before importing into Unleashed.
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Import Sales Quote field name * denotes mandatory fields. |
Description |
|---|---|
| *Quote Number |
The unique transaction reference for the Sales Quote. NOTE: The Quote Number provided does not need to follow the existing Sales Quote numbers in Unleashed, see Prefixes. It must be entered exactly as required, including prefixes. |
| *Customer Code | Customer code for the sales quote. |
| Tax Code | Tax type of the tax rate, can be set under Settings | Taxes. It can only be set if the Customer Taxable field is set to TRUE. |
| Tax Rate | Specify the tax as a numeric value. If you have selected a tax code and do not specify a tax rate, the first tax rate setting from the taxes list that matches the rate will be selected. |
| Exchange Rate | Exchange rate for the specified sales quote. |
| Customer Reference | Customer reference for the specified sales quote. |
| Comments | Any additional comments related to the specified sales quote. |
| Quote Date |
Quote date for the specified sales quote. Date format: DD/MM/YYYY or MM/DD/YYYY depending on your Company's settings. |
| Quote Expiry Date |
Date the Quote will expire. Date format: DD/MM/YYYY or MM/DD/YYYY depending on your Company's settings. |
| Warehouse Code | Warehouse code where the stock is due to be dispatched from, see Warehouses. |
| Delivery Contact |
Name of the customer contact for the Sales Quote. |
| Delivery Name | The delivery name (e.g. building or branch) for the sales quote. |
| Delivery Street Address | Delivery Street Address Line 1. |
| Delivery Street Address 2 | Delivery Street Address Line 2. |
| Delivery Suburb | Delivery Suburb. |
| Delivery City | Delivery City. |
| Delivery Region | Delivery Region. |
| Delivery Post Code | Delivery Post Code. |
| Delivery Country | Delivery Country. |
| Delivery Instruction | Delivery instructions. |
| Discount (%) | The percentage discount. Specify the discount percentage as a numeric value. |
| Sales Order Group | Name of the sales order group for the specified sales quote. Can be found under Settings | System | Sales Groups. |
| Sales Person Email | Email address of the sales person for the specified sales quote. Can be found under Settings | System | Sales Persons. |
| *Line Number | Line number of the related line. This should increment based on how many lines there are on a quote. |
| *Product Code | Existing product code (max length = 100). |
| *Quote Quantity | Quantity (numerical amount) for the specified sales quote. |
| Line Discount (%) | Line discount percentage for the specified sales quote. |
| Unit Price | Unit price for the specified sales quote line. |
| Line Comments | Any additional comments related to the specified sales quote at line level. |