The Import Quick-Orders feature enables you to export a Quick-Order to an Excel file (see below example) containing the Quick-Order item list/layout appearing similar to how the Quick-Order form is used within Web Connect.  You can then use the Excel file off-line in settings where an Internet connection is not viable. You enter quantities in column B of the spreadsheet and when you are finished, save the Excel file in tab-delimited format suitable for importing into Web Connect.






To export a Quick-Order Form to Excel for subsequent importing into Web Connect, go into edit mode for the Quick-Order Form you are interested in and click/touch Export to Excel from the right fly-out menu.



You will then see the item listing for the Quick-Order Form.  Click/touch Export in Importable Format from the right fly-out menu.

Next, select Batch Import - Off-line Quick-Order and then click/touch Export to Excel.



Now that you have an Excel version of the Quick-Order Form, refer back to the top of this help topic regarding entering quantities for items in the Excel document and saving it as a Tab-delimited file for importing into Web Connect and ultimately into P21 as an order.  Once you have the Tab-delimited text file saved, click/touch the Import Quick-Orders menu option.


Click/touch to select the file to import or just drag and drop the file into the Drop files here area.  Once the file is uploaded, click/touch to import the file.



Assuming the file passes format/validation tests, you can then click/touch to view the order information and click/touch when you are ready to create the order. At that point you have a working Remote Order in Web Connect that you can modify as you like and then Confirm the order, sending it into P21.