How to Use and Import the Order Sheet in Sync B2B : Sync

Export & Import Order Sheet in Sync B2B Print

Modified on: Fri, 30 May, 2025 at 5:43 AM

The article outlines the steps to use and import order sheets in Sync B2B

FOLLOW STEPS BELOW:

1. From the B2B Homepage, click the "Tools" icon

2. Click "Import Order Sheet"

3. Select a Customer, Enter a PO Number, Select a SO Type, Specify if want to use the Header Dates for Order Items, Select Ship Start Date, and Ship End Date if necessary.

4. Select your Order Sheet file, and click "Import"

5. Click the "Saved Quotes" button to view all the saved quotes.

NB. For a quick tutorial watch below

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Export & Import Order Sheet in Sync B2B Print

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