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How do I?
Creating a Sales Order Import template.
For customers using the "Import Sales Order" tool, you'll probably want to create a template to easily import from. Check out this article for a link to our training guide on creating sales order import templates.
Acctivate offers a built-in utility which allows users to import sales orders from text files (like Excel spreadsheets) or an Access database. The sales order import utility is designed to dramatically speed up the process of creating orders in Acctivate which were originally placed outside of Acctivate.
For an up to date how to on creating a sales order import template, check out our training guide.