Overview
Import Export process using Excel spreadsheets to add/edit the data.
Sales Representatives
Bulk import and export of Sales Representatives. See Sales Representatives for field data details.
Discount Groups
Bulk Import Export of Customer Discount Groups. See Discount Groups - Customers for field data details.
Price Groups
Bulk Import Export of Customer Price Groups. See Price Groups - Customer for field data details.
Areas
Areas are descriptions / names that a is used to describe a set of suburbs that make up that area.
Below is an example of how the worksheet might look. As with other lists Seq No is used to control the order the list which is then alphabetical within that Seq No.
| PkId | Seq No. | Code | Description | Is Not Current | Operation |
| 10 | BSHORE | North Shore | FALSE | A |
Installer Areas
Using the Areas that are serviced by each Installer this may be one or any Areas.
Sales Representative Areas
As with Installer Areas list the Areas associated with each Sales Representative.
Suburbs
The list of suburbs has the applicable Area Name down the right column.
Sales Representative Exceptions
This a list of exceptions to the Sales Representatives availablity.