As an alternative to the Download Form, you have the option to download orders based on data in the spreadsheet. This download method relies on the values specified in the column.
Data can be entered in the following worksheet columns to refine the records returned:
Note– When using the ‘Download using sheet data’ option in the Wizard, the ‘Default Values’ row (Row 10) is not used.
Enter the criteria directly into the spreadsheet on a row below row 10.
Highlight the rows (Note - Only one cell is selected for each row) as illustrated below:
Click the ‘Download’ icon and select ‘Download using sheet data’:
Update the orders by keying directly into the fields, or by using the Forms mentioned earlier.
Users can also copy lines of data downloaded into the workbook, make changes and upload to create a new order based on existing ones. Be sure to clear any ID’s held in the status columns of the worksheet. Also clear the original Order Number before uploading the new Sales Order.
