Import Items to a Tender

You can import stock item lines to a Tender.

Introduction

Add a Tender

Import Tender Lines

Available fields to Import

Introduction

When you have a Tender with many items, you can import the data from a spreadsheet. You can also re-import and overwrite existing items if there has been a change that you wish to bring in, such as quantity or price, if a line needs to be updated.

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Add a Tender

• Start at Quoting > Tenders.
• Click New tender.

In the New Tender screen:

• Contact person: Select the Contact person from the dropdown list, or click the plus icon to add a new Contact person.
• Description: Add a description if required.
• Default margin: Apply a default margin.
• Click Save.

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Import Tender Lines

When you have a new Tender, you can import the lines from a spreadsheet. When you add a new tender as above, you are taken to the Details tab of the Tender. You can manually add lines if necessary, or import details from a spreadsheet to avoid rekeying.

• Click Import Items.

In the Import Item screen:

• Drag the file to the import box or browse to find the file to import.
• Overwrite existing items with identical description: Check this field to re-import and overwrite existing items, e.g. where the items are the same but the price or quantity has changed. If you leave this field unchecked, all items in the file will be imported / re-imported. 
• Click Confirm.
  
  

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Available fields to Import

The columns you can include in your spreadsheet are:

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