Import lines, copy documents and print

Importing and copying reduce typing, but the resulting document still needs review, saving and approval.

Steps

1. Use file import from More on an unapproved document. Prepare the required template or barcode/quantity file and separately verify the header.
2. Review matched and unmatched lines, units and prices. AI recognition needs connectivity and line-by-line review.
3. When copying an old document, reset and verify date, counterparty, warehouse and quantities so fulfilled business is not duplicated.
4. After saving and approval, use the print menu to preview the intended layout and check header, goods, total and paper size.
5. Move layouts between companies using the matching template type, save separately and test. Layout files do not contain the source company’s business records.