Horizon Online Support

    Truline - Saver Pricing as a Contract Import

Before you import the catalogue file, please ensure that the layout of the Catalogue file you have received is correct.

The file should be in the following format:

Providing your file matches the details above you can now import your file into Horizon.

1. Select the Truline Saver As Contract from the Import File drop down list.



2. Select Truline from the Trader drop down list.



3. Select the Truline Catalogue from the Catalogue drop down list.



4. Click on the Search button and locate the Product File.



5. Click on Load Product File button.

   Note: Once you’ve clicked Load Product File it will start importing the file.
   It will also switch to the Progress tab to display the progression of the import.

6. Click the OK button to the finished message.



7. Close the Import window.

   Note: By default it's imported as a Sales Quote. To view go to Sales > Quotations and select the New tab.
   Once you have checked over the quote and are happy it has imported correct you can now convert to a contract.

Back To Horizon > Import Product Files