Importing an order using a template | PPS v4.0.28
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Importing a customer using a template | PPS v4.0.28
To import a customer you need to go to the customer area in the setup gear On the left side of the screen is the manage customers option and at the right is the import option Select the customer template that you want to use Then choose the file that ...
What is a Template in Orders? PPS v4.0.27
You can map fields from your customer's EDI or an export from your accounting software to fields used in PPS. The template is the form that equates the two sets of data. To create an order template, ask your customer to provide an order in .xlsx ...
Creating an order import template for an excel file with multiple headers | PPS v4.0.28
Only administrator and business users can create and manage templates To create a template go to the setup gear on the right and go to manage templates Manage Templates dropdown with Import Templates link at the bottom Select Import Templates This ...
Build Order To Ship | PPS v4.0.28
Click on the Build Order to Ship button on the Build & Ship tab Enter the Order number and Facility then move on to the next section Select the Ship to Customer and Ship to Store if applicable. Click “Add Address” to change any of the addresses if ...
Creating an import template for orders | PPS v4.0.28
Only administrator and business users can create and manage templates To create a template, go to the setup gear on the right and go to manage templates Manage Templates dropdown Select Import Templates Manage Import Templates screen This screen will ...