Overview
Import Export process using Excel spreadsheets to add/edit the data.
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 |
Discount Groups
Bulk Import Export of Customer Discount Groups. See Discount Groups - Customers for field data details.
Lead Status
Add/Edit Lead Status which includes setting the sequence.
Order Status
Add/Edit Order Status which includes setting the sequence.
Price Groups
Bulk Import Export of Customer Price Groups. See Price Groups - Customer for field data details.
Sales Representative Areas
As with Installer Areas list the Areas associated with each Sales Representative.
Sales Representative Private appointments
This a list of private appointments to the Sales Representatives availability. This allows a different number of appointments to be set for specific date or date range and allows time frames such as half day or annual leave.
You must fill in the following to be able to import the spreadsheet;
- Sales rep code
- Appointment details
- Date
- Operation
Sales Representatives
Bulk import and export of Sales Representatives. See Sales Representatives for field data details.
Suburbs
The list of suburbs has the applicable Area Name down the right column.