Orders imported using the Import Order generates Assets, Coverage Items and Contracts if service was attached during Sale. You can use this Import Order if you have orders for a single Customer in your files.
Required Privileges Import Service Orders
Step 01: Select the Model, Distributor and the order file (excel formatted) you want to import.
Step 02: This view shows the header and order line(s) of the orders in your data file. Select the order header and order line(s) you want to load.
Step 03: Select which column of your data feed contains the Manufacturer or does not contain a manufacturer column, and then you can select it by checking the "Select a manufacturer".
Step 04: Select which column of your data feed contains the PO or does not contain a PO column, and then you can select it by checking the "Enter the PO".
Step 05: Match the columns in the data feed to the attributes in the system and submit.
Step 06: Summary of the imported orders display here.
To view the loaded orders, go to "Order Status" from top navigation and select "Order Status".
Below screen segment shows the detail view of an order.