How do I Load an Externally Created List to Invoice?

Summary

Platinum can link to many external third party systems. Many of these systems can build a list of parts to be imported into invoicing and estimating software.

More Information

To load the externally created list you should :

Stock Control

Go to " Stock Control Point of Sale".

• Press <Alt+F6> to bring in your list of items.

Order Processing

Go to " Order Processing Purchase Ordering Add or Edit Purchase Orders" and create a new order.

• Press <Alt+F6> to bring in your list of items.

Workshop

Go to " Workshop Workshop Diary" and get into the relevant Workshop Job. Once you are in the Invoice:

• Press <Alt+F6> to bring in your list of items.

Unit Sales

Go to " Unit Sales Unit Sales Documents" and edit the relevant document and go to [Extras].

• Press <Alt+F6> to bring in your list of items.

See also

• Stock List Import
• Using the Yamaha EPC with Platinum
• Using the BMW EPC with Platinum
• Using the Suzuki EPC with Platinum
• Using the Triumph EPC with Platinum
• Using the Harley-Davidson EPC with Platinum
• Using the Honda EPC with Platinum
• Using the KTM EPC with Platinum

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Keywords AND Misspellings

invoicing, estimates, quotations, third-party, epc, pre-built list, import list