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Customer Portal Data Import

  • 16 October 2023
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T
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Is there functionality on the Customer Portal that allows the Customer to upload sales order lines to the cart,  similar to the sales order upload process?

This client’s customers will have sales orders with 100plus lines and would like to allow for an import since the customer uses excel to buildout the order on their end.

Wondering if anyone has encountered this as well?

 

 

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Best answer by DavidEichner 24 October 2023, 19:16

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DavidEichner
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Hi @TShoaff 

This would require customization, although I also would recommend that you submit this as a new product idea.

Best,

David

David Eichner, CPA - If I helped you, please *Like* my post/reply. If I provided an answer to your question, please mark it as *Best Answer*.
T
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Thanks David for your reply.  I will definitely submit a product idea.

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