How do I Export Customer List?
All customers can be exported as an Excel spreadsheet from the Customer List View Screen. This exported customer list will be available on your local machine as an Excel spreadsheet.
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How do I Import a Customer List?
To import a list of Customers, you will need to first download the import template from the Customer List View Page. The import template is downloaded with the existing Customers. Click on the Export button to download the template with the existing ...
Where can I get a template for Customer Import?
The import template can be downloaded from the Customer List View Screen. Click on export to download the template with the existing Customers. You can edit this sheet to include additional Customers or edit the existing ones.
How do I export Vendor List?
All vendors can be exported as an Excel spreadsheet from the Vendor List View Screen. Click on export and the existing vendors will be exported.
How do I export Manufacturer List?
All manufacturers can be exported as an Excel spreadsheet from the Manufacturer List View Screen. Click on export to download all the existing Manufacturers.
How do I export Surcharge List?
All surcharges can be exported as an Excel spreadsheet from the Surcharge List View Screen. This exported list will be available on your local machine as an Excel spreadsheet.