The v23.02+ Quote Item Import template includes added support for Sections and Parent Sections
Template columns:
- LINE_NO
- SECTIONFLAG
- SECTION
- PARENTSECTION
- QTY
- MASTERNO
- VENDORPARTNO
- PRICE
- COST
- DESCRIPTION
- COMMENT
- MANUFACTURER
- USER columns
- GROUP columns
Add a Section
- Include a row where SECTIONFLAG = ‘Y’
- Input the desired Section name in the SECTION column
- If new Section should be nested under another Section, input the name of the Parent Section in PARENTSECTION column
- Note: QTY column will be respected and used to calculate the extended quantity of any Sub (child) Sections
Line Item Rows
- If an Item should be included within a Section, the name of that Section should be in the SECTION column of the Line Item row
- As with previous functionality, rows without a Section listed will still be assigned to a Section named ‘Import [import number]’
- Note: The PARENTSECTION column will have no effect on Line Item rows