[Jill Valerio]

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Thank you for your input. This is helpful information.

[Jill Valerio]

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Hi Jo,

Your response is very helpful information. If you happen to have some free time, I would love to jump onto a call with you to ask a couple questions as I explore this option.

Do you have TEAMS?

[Jill Valerio]

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Hi, yes correct it would be an excel file. We have looked at Smart Connect but we were “told” we had to import all the data header and body. We originally said we would start the order (all the header information) and import the lines (the items # and quantities) and was under the impression this was not possible. It sounds like we can?

We are looking for simplicity and what was presented to us was much more cumbersome than we wanted for trying to simplify.

If we start the header of the order- we potentially can add lines with smart connect? When we enter an item # the price pulls from the customer paster price level assigned to the Customer so really all we need to enter in an order is the Item # and quantity. Sometimes we have orders with 100 to 300 lines.