Sage 300c – Import the Data into the transaction and master screens

By | October 23, 2019

As we are aware that Sage 300 desktop version provides the import functionality, same feature has been provided in Sage 300c i.e. Web version. In sage 300c user can able to export the data into ‘masters’ and ‘transaction’ screens.

So in this blog we will discuss one of standard features of Sage 300 web version i.e. Import feature.

In Sage 300C web, user can only use the Excel format data for the import.

New Stuff:- IC Shipment Import

To get the import option, navigate to Order Entry -> O/E Transactions-> Order Entry -> Options ->Import

O/E Transactions

Once the user clicks on Import option, the system will open the Pop up where it will allow you to browse the import file which user wants to import. In Sage 300C web, user can only use the Excel format data for the import.

OE Transaction Import Screen
Import Type Selection

You can browse the file from system to upload in to sage 300C.

Browse File

After completion of the import process, getting the below message for the information related to the warning/errors/complete.

After completion of the import process new order is created.

completion of the import process

This is how you can import the record in sage 300 C using the Excel file type.

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