2778758 - How to Paste Product's information in a Sales Quote or Sales Orders

You are trying to paste a table using the Paste option in the Products facet inside a Sales Quote or a Sales Order.

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1. Go to the Sales work center.
2. Go to the Sales Quotes view.
3. Open sales quote 123 (where 123 is the sales quote ID).
4. Go to the Products facet.
5. Click on the Paste icon (highlighted in the first screenshot).
   RESULT: You will see a line that says "Paste supported data, such as Excel..."
6. Make a table in excel which has the same columns order than the ones displayed in the system.
   
   
7. Copy the excel row where you maintained the products information.
8. Paste the information in the line "Paste supported data, such as Excel...".
   RESULT: The data is not uploaded correctly. I.e., the price and the quantity do not have the same value.
   
   

You have to pass for each entry field in a column in the XLS.

Even if some fields (i.e. the Quantity) have one label, it has 2 entry fields: one for the quantity and one for the quantity unit. Hence, you need to create to different columns in your excel.

You need to maintain a field for each entry.

If user wants to pasting data during the creation of sales quote or sales order from Add Products option, the sequence and order is different, as shown below. Additionally, Product (Obsolete) is a read-only field, whereas Product is a compound field with an icon which should also be considered while pasting

In this case, user have to follow the sequence below, by leaving an empty cell for the icon as highlighted above, so that the data is filled correctly, without mismatch

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