DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Import Sales Quotes


#1

Is there any way I can import Sales Quotes ? I generate sales quotes using my own software, but would like to transfer them into Manager.


#2

It’s not possible unless you use API. Why are you generating sales quotes in different software? What this different software do in relation to sales quotes that Manager doesn’t?


#3

It’s because of the way my business works. Each week, my (30+) customers order $20, $30, … worth of produce, and let me decide what I give them for that money. I then combine all these orders and work out a way to order from my suppliers. My supplier does not sell just any quantity I order, but only in crate size (eg 20 cabbages in a crate, so I can only order 20 or 40 or 60… cabbages at a time, but they will not keep until next week). The challenge now is to avoid wastage.

In order to avoid doing all this work by hand, I have written some software to do this for me. So, my software calculates how to best fill in the orders and minimize leftovers.

Now, I would like to import these orders into Manager so I can then convert them to invoices and keep track of stock and costs/profits.

I’ll have a look on the forum if the API can be of any help.