Steps to walk you through how to create an excel sales order form which you can send out to your agents and customers to then import directly into Indigo8.
Step-by-step guide
How to create the Excel Form
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Select Report > Sales > Sales Order Form
3. Select your trading entity that you want the prices to appear in. The tax will appear next to the trading entity appropriately. This will add the tax amount against the SELL EX GST price (your wholesale price).
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Group By Product: This will organise the report based on the product category that is assigned in product search. It will be Grouped by Alphabetical Order.
Delivery:How to Import the Excel Form If your styles are dropped in different periods you can indicate that on the excel report. This means when importing the excel form, if there are multiple delivery periods, we will insert each delivery into a new SHIPMENT.
We recommend that you insert the word DROP 1.. DROP 2.. DROP 3 under the delivery column.
We do have the option to even go deeper and create different delivery dates per colour. You can use the "by colour" checkbox to do this.
Select SAVE once done
The text entered will appear on the far right hand side.
