The Import Spreadsheet button allows you to upload a large number of lines to an RFQ. For instance, if a vendor or customer sends a spreadsheet of a large number of lines, rather than entering each line, this option allows you to upload a spreadsheet. Importing and Exporting data will be covered in a separate training module.
2. Importing Spreadsheets
To import a spreadsheet, click the “Choose File” button to import a CSV file. Once the file has been selected, validate the upload then click on Upload. Checking the box beside “Create Part number if missing” will create a part if a part does not exist. You also have the option to download a sample file using the link in the import box. For reference, the instructions are shown in the Import box.