在 CRM 2011 中导入报价产品时出现问题

发布于 2024-11-25 08:21:59 字数 457 浏览 2 评论 0原文

您好,我在 CRM 2011 中导入报价产品时遇到问题。

当我下载导入模板时,这些列要求我说明该产品是“写入”产品还是“现有”产品。然后还有另外 2 列:写入、现有。

在使用导入的示例数据填充模板时,我写了这样的内容:

写入| |新产品|...... 现有|现有产品 1 | |.......

(| 是一个新列)

我假设当产品是写入产品时,您必须输入新产品,当产品是现有产品时,您写入名称系统中现有的产品。然后其他列留空。

但是,我在导入时遇到错误,我不知道为什么:/我给了它错误的数据?

另外...该公司不使用产品列表。有没有一种方法可以绕过它的使用,因为每次我输入新产品时,我都会被要求提供价目表,这对公司来说是不可行的,因为有数百种产品,并且项目及其价格不断变化所以我们不能使用产品列表,特别是当我每次都被要求输入新产品列表时:/

有人知道可以做什么吗?谢谢 :)

Hi I am having a problem with importing Quote products in CRM 2011.

When I downloaded the template for import, the columns require that I state whether the product is a 'Write-in' or an 'Existing' product. Then there are an additional 2 columns: Write In, Existing.

On filling in the template with sample data for import, I wrote something like this:

Write-in | | New product |......
Existing | Existing Product 1 | |.......

(The | is a new column )

I am assuming that when the product is a write-in product, you must enter a new product and when the product is an existing product, you write the name of an existing product in the system. The other columns are then left blank.

However, I am getting errors on import and I have no clue why :/ I am giving it the wrong data?

Also... the company does not make use of a Product List. Is there a way in which I can bypass its use since every time I enter a new product, I am asked to give the price list and this is not viable for the company since there are hundreds of products and the items and their prices change constantly so we cannot make use of a Product List especially when I am asked to enter a New Product List every time :/

Does anyone have a clue of what can be done? Thanks :)

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晚雾 2024-12-02 08:21:59

恕我直言,我可以建议以下内容。

  1. 有一个默认的价目表,加载此类表单,使用该价目表自动填充该字段。
  2. 另外,当创建报价时,使用 JScript 表示总会有一个写入产品。 (然后,您不需要填写产品查找)。

另外,我不知道你在这里遇到什么样的错误,但是当你指定现有产品时,你还必须指定 UniOfMeasure 或其他东西。确保您的 CSV 中提供了一份。

IMHO, I can suggest the following.

  1. Have a default price list, Onload of such forms, autofill that field with that PriceList.
  2. Also, when quote is created, use JScript to say there is always going to be a write In product. (Then, you dont require the Product Lookup filled in).

Also, I dont know what kind of errors you get here, but when you specify an existing product, you also have to specify the UniOfMeasure or something. Make sure you have one supplied in your CSV.

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