In some ways it is easier to download your current transactions first. To do this, the mode offers two methods to download. These two options can be found in the Item Wizard ribbon.
Download using Sheet Data
Using the Organization and Item Number columns you can specify values in the sheet columns. Then using the ‘Download using sheet data’ ribbon option, it will download based on the criteria selected on the sheet. For example:
This will download all items that begin with ‘tidi’ and are in Organization ‘M1’. The download will display as shown below:
Download Form
Alternatively, the Download Form can be used to download your transactions defaults directly into the spreadsheet. Using the Item Wizard ribbon, click the Download icon and select Download Form.
The ‘Download Form’ will open:
This form gives the option to download based on the depicted fields. Once the desired values are entered, click the ‘Download’ button on the form and the retrieved values will be downloaded to the sheet.
