Configured quotation lines from a file

Configured lines from a file… on a quotation’s Lines tab adds several configured lines at once from a spreadsheet of the model’s characteristics: download the template, fill one row per configuration, Check, then Add lines.

1. Open the quotation, go to Lines and press Configured lines from a file….
2. Choose the model, then Download the template (Excel), or Download as CSV. The template has the line’s columns (Model, Quantity, Markup %, Unit price, Notes) and one column for each of the model’s characteristics, with a second row listing what each accepts. A row starting with # is never read.
3. Fill in one row per configured line. Leave Unit price empty to price the row from cost plus its Markup % (or the configurator’s price); a Unit price given is used as given.
4. Choose the filled-in file and press Check. Every row is configured and priced, then rolled back: nothing is written yet. The report shows each row as Would be added or Refused, with the reason.
5. Press Add lines. Each row that passes becomes one configuration and one line on the quotation; the report says, row by row, Added or Refused and why.

• Each row goes through the same questions and rules as Configure, so a row that breaks a rule is refused with the rule’s own message and the others are still added.
• Prices are in the quotation’s currency.
• Unit cost and Margin % in the report are shown only to people who may see the configurator’s Cost Sheet.
• Columns the template does not know are listed under Columns not used.