Each import is a routine of checking boxes and clicking drop down fields.
Ultimately the quote import system(at least pertaining to csv/excel/d-tools) could use an overhaul in my opinion.
2 major features I could see improving this tedious and repetitive process would a batch import folder, and to go with that a way to sync/match-up an account via either an account number or a name.
- 100% of D-Tools imports require the box 'First Row Contains Headers(Do Not Import)' to be clicked on every import
- Quote source is often the same choice but again, needs selected every import
- Import Selling Costs/Prices is something that we do every single import, again with the current way they need to be clicked every single time
Ultimately the quote import system(at least pertaining to csv/excel/d-tools) could use an overhaul in my opinion.
2 major features I could see improving this tedious and repetitive process would a batch import folder, and to go with that a way to sync/match-up an account via either an account number or a name.
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