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Importing Data

 

Import and Update Wizard

Updating your inventory with new items or updated pricing shouldn’t be rocket science! With the Import and Update Wizard, anyone can quickly update inventory in a matter of minutes. Feel more confident quoting items and stop spending hours looking things up so you can quote a customer. Turn quotes around faster for your customers. Because at the end of the day, the more quotes you send out, the better chance you have at growing your business.

Real Benefits

  • Keep pricing up to date
  • Improve margins
  • Be more competitive
  • Save time importing and updating your system
  • Eliminate the need for skilled labor to update pricing
  • Accurate item master, pricing, and contracts
Simple Importing

Simple Importing

The Import and Update Wizard walks you through each of the steps of updating your inventory, pricing, and contracts, thus taking the guess work out of a complicated task. You can import pricing from spreadsheets, pricing CDs, or e-mails you get from your vendors or content providers such as Trade Service. Review all the changes before committing the import to improve confidence with your system updates.

Master List of Items

Master List of Items

You can quickly and easily import an unlimited number of new items into your system to build a master list. You will always have accurate and updated costs of every item you might ever need to quote right at your fingertips.

Be the First to Quote

Be the First to Quote

Salespeople who can get quotes out faster with more accuracy often are the ones to win the business. Eliminate the amount of time it takes calling vendors for new pricing and waiting for responses. The Import and Update Wizard gives your salespeople the competitive advantage.