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Import Sales Lines

Import sales lines into sales documents for faster order entry.

Within Bevica, it is possible to import sales lines into a sales order using a simple csv template.

Import Sales Lines Template

Create a csv file with the following columns. Do not create a header row.

Field No.
Field Name
Note

1

Item No.

The item must exist in Bevica.

2

Unit of Measure

The unit of measure must exist for that item.

3

Quantity

Importing Sales Lines

Once you have created the file you can import this into a sales order:

1

Step 1

Create a sales order and populate the header details such as customer, ship-to etc.

2

Step 2

On the sales order select Actions, Functions, Import Sales Lines.

3

Step 3

Select the file you have created to import it.

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