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Import Bulk Estimate Using CSV File

Create Estimate with Import orders using CSV files to proceed bulk Estimate transactions

Christian Wijaya avatar
Written by Christian Wijaya
Updated over a week ago

Estimate is a document made by a seller which specifying the details about the products/services ordered by a customer. Seller/Users can upload the Estimate transaction by bulk using CSV file in order to proceed multiple Estimate transactions at one process.

Step 1. Go to Orders, choose Estimate tab, then click Import button

Step 2. Download CSV Template

Step 3. Edit CSV File Data Based on Your Order, then Save the File


Index Properties

Column

Description

Number

Estimate transaction number

Outlet

The name of the Outlet

Date

Date of making

Customer

Customer Name

Email

Customer Email

Mobile

Customer Mobile Number

TaxType

Tax name in your system

Code

Code which is used to uniquely identify a variant

Quantity

Quantity of product in your transaction

UnitPrice

The price you want to sell to your customer

Discount

A discount on the product

Note

Additional note

Step 4. Choose a CSV File to Upload

Step 5. Upload CSV File and Click Next

Step 6. Preview Import Estimate


Step 7. The Estimate transaction was Successfully Imported


Step 8. Recheck Uploaded Estimate transaction in Order List


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