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How do I import existing Products/Services lists into QuoteWerks?

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Some of the vendors that you purchase products or services from may provide you with a file that contains their price list.  These files are typically formatted in many different file formats.  QuoteWerks can import files that are in a delimited text file format such as tab-delimited, or comma-delimited (CSV) text files.  If the file that your vendor has provided you with is formatted in a format other than the format that QuoteWerks supports, you can still import your data into QuoteWerks, you will just need to prepare the data first.

 

Select the Products|Import Wizard menu to import your product/service data.  For details, refer to the Importing Products chapter in the QuoteWerks User manual.