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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The text entered will appear on the far right hand side.
How to Import the Excel Form
Before beginning to import, ensure your file is XLS format not XLSX.
1. Go into the Sales Module
2. Click into the button right at the bottom called Bulk Import
Click Add Excel File and locate your file and give it a few seconds for the system to load.
3. Enter the first few letters of the customer name such as DAVID JONES and hit enter to lock it in.
You can enter all the appropriate fields such as ATTENTION, TERMS, AGENT etc.
In the file we have multiple drops so the system has detected there are few styles which have
