How to import Quotation from Excel File?

1. Prepare an Excel File with Format defined similar as below.

2. In ERPro, go to Sales > Input > Quotation, Click New button. Click the "Import" button and locate the Excel file saved in step 1.

Quotation Import File Format

1. Simplest format (Quotation with Item Lines)

3. Quotations with Charge Lines

• Ref No.
• Customer ID
• Customer Name
• Customer Address
• Contact Person
• Telephone
• Fax
• EMail
• Issue Date
• Expirty Date
• Terms
• Salesperson ID
• Description
• Project Code
• Customer Ref.
• Price Code
• Currency
• Exchange Rate
• Discount Percentage
• Discount Amount
• Deposit Needed
• Deposit Rate
• Deposit Amount
• Remarks
• Item Line No.
• Item No.
• Customer Item No.
• Item Description
• Unit
• Qty
• Unit Price
• Item Discount Rate
• Charge Line No.
• Charge Type
• Charge Explanation
• Charge Amount