Enable Import Orders Drag-n-Drop?

Enable Import Orders Drag-n-Drop?

If you are using our Import Detail Lines feature, did you know The Business Edge has the capability for you to drag and drop your txt file into a Sales Order. This option allows you to save your file on your desktop or favorites folder and drag the file into The Business Edge instead of saving to the server every time.

This option is a flag that can be set here:

Utilities

System Administrator System

System Set Up

Miscellaneous Setup

Enter & Edit Entity Flags

Order Entry Flags Page 7 of 7

When importing an individual order, the Order information must be saved in a Text Tab Delimited Format. This is an available format inside an Excel Workbook. The file must contain the following fields in the same sequence as below: Product Code, Alternate Product Code, Quantity, Price, Ship Date, Ship Quantity, and Comments. You will leave a blank column for any fields you are not using.

Next, start a Sales Order, select the Customer and fill in any necessary Heading information. Then press Esc or Okay to go to the Detail Lines. You can now Press F8-Import

Now, you can drag and drop your file into the field below:

The system will then import the line items from your file directly into the Order you are in. These detail lines can be edited or changed as you would any other Order.

This flag also enables the drag and drop feature for Purchase Orders.