Overview:
This article explains how to use the Bulk Upload feature in CRM to add multiple products to a quote at the same time. Bulk Upload helps speed up quote creation by allowing multiple SKU entries to be imported in a single action.
Process:
Go to My Apps and open Okta.
In Okta, search for X4A and open it.
Tip: You can also access Xvantage for Associates directly from My Apps.
In X4A, hover over the left navigation menu and select Sales.
Select CRM from the Sales sub-menu.
In the CRM left navigation menu, navigate to Sales > Quotes.
Ensure that your view is All Quotes EMEA to be able to view all quotes.
Locate the quote by clicking the column header and use the Filter By option or the Filter by keyword bar.
Select the Quote Name hyperlink to open the quote.
Open the Product Import tab.
From the available import methods, select Bulk Upload.
Enter the product information and select the appropriate CRC codes for the IM SKUs you want to add.
After all product lines have been entered, select Add Products.
Verify that the products have been added successfully to the quote.
Note: If a product line cannot be processed, CRM displays an UNKNOWN PRODUCT message in the Description column.
This can occur when:
The SKU does not exist in CRM.
Required product information is missing.
The product details entered do not match an available product record.
The SKU or CRC code is invalid or not recognized by the system.