Below is a step-by-step guide on how to import data from an Excel file into a Work Order:

  1. Set Up Import Settings
    Ensure your file import settings are correctly configured in the Setup Tools. Please refer to the attached image for guidance. 

  2. Create a Work Order Invoice
    Begin by creating a new Work Order invoice.

  3. Import Items from a File

    • Click the Add Items dropdown. 
    • Select Import from Data File. 

  4. Select Your Data File

    • A file selection tab will appear.
    • Change the file type from Data Files to All Files to view and select the CSV file you've prepared. 

  5. CSV File Format Requirements

    • The CSV file must be formatted as:
      • Part Number
      • Quantity
    • Note: This feature works only if the items already exist in your inventory.

Following these steps will ensure a smooth data import process into your Work Order.