Import Sales Quotes field definitions
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George Sutton
Updated : Created :
* denotes mandatory fields. Ensure that you enter correct values in the template before importing into Unleashed.
| Field Name | Description |
|---|---|
| *Quote Number | Unique sales quote number. |
| *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 (DD/MM/YYYY or MM/DD/YYYY depending on your Settings>Company) | Quote date for the specified sales quote. |
| Quote Expiry Date (DD/MM/YYYY or
MM/DD/YYYY depending on your Settings>Company) |
Quote expiry date for the specified sales quote line. |
| Warehouse Code | Warehouse code the stock is located in. You can find these codes under Settings | Warehouse. |
| Delivery Name | The delivery name (person, or company etc.) 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. |