Importing and Exporting Orders and Invoices

Use the Import and Export commands on the File menu in the Order/Invoice Entry form to import and export orders.

You cannot import invoices. However, Order Entry will create and post invoices for imported orders that contain shipped quantities or miscellaneous charges.

Kit components, serial numbers and lot numbers. You cannot import or export serials numbers or lot numbers for kit components. (You can automate the entry of serial numbers and lot numbers for kit components using a macro.)

For more information on importing and exporting, see the help for System Manager.

See also

Change an order

Change payment terms

Change tax information

Create a new order

Create and activate a quote

Edit sales splits

Enter a prepayment

Entering a standing or future order

Entering optional field information

Invoice an order

Printing order confirmations and invoices