How to Download Template for Bulk Order Upload in Xvantage for Associates

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Overview: 

This article will explain step by step how to download the Bulk Order Template from Xvantage for Associates (X4A).

Process:

  1. Go to My Apps and open Okta.

  2. In Okta, search for X4A and open it.

  3. Within X4A, hover over the left navigation menu and click Sales.

  4. Select Bulk order upload from the sub-menu. 

  5. In the top-right hand corner, click the button Download template.

  6. The document is saved in the Downloads directory of your device.