Customer Quotation- Import and Export List

Customer Quotation states a commitment from a seller to offer products or services for a specific price as notified to the buyer. It refers to a document which is generally sent to potential customers with an offer to sell goods or services at a specific price.

Import feature enables you to import bulk data in the system whereas Export List feature enables you to download the data as CSV/excel/PDF file.

Prerequisites:

1. You have your Deskera ERP URL in place.

2. You are the administrator of Deskera Applications.

3. Ensure good internet connectivity.

Import Customer Quotation

Step 1: Go to Proforma Invoice/Quotation under Accounts Receivable-Sales tab in Deskera ERP.

Click on Import CSV File.Fig 1.5.1.7.1 Import Customer Quotations

Step 2: Upload the file and select the date format. Click on Next.    Fig 1.5.1.7.2 Import Customer Quotations

Step 3: Click on Auto Map Columns. This will map the headers from the CSV file with the system columns. Click on Analyze Data to continue. Fig 1.5.1.7.3 Import Customer Quotations

Step 4: This window will reflect the valid and invalid records. Make sure that all records are valid. Click on Import Data. Fig 1.5.1.7.4 Import Customer Quotations

Export Customer Quotation

Step 1: Click on Export List and select the desired option to export the customer quotations.  Fig 1.5.1.7.5 Export Customer Quotations

Step 2: Select the columns you want to export and click on Export. Fig 1.5.1.7.6 Export Customer Quotations

The file will be exported. Here you can see a sample excel file exported with details.  Fig 1.5.1.7.7 Export Customer Quotations