Step 1

Introduction

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Step 2

Installation

The WSB Trade Essentials Extension can be installed.

Notice: A shortcode to add an important message.

Instructions: Video

Video:

Instructions: Textual

With a large portfolio, maintenance of your items can be a time consuming task. Using Excel-based imports can be a time consuming task, and a small mistake can have a large impact. Excel is a great tool, and it is smart, but it can be a bit too smart. Chances are that number formats are incorrectly interpreted, causing wrong prices in your price lists. By saving the price list as a CSV file and import the CSV file, you have two advantages: no more formatting issues, and a much, much shorter waiting time when you import 10-thousands of records.

  1. In M365 go to Setup
  2. Open the extension marketplace
  3. Search for and select
Step 3

Setup & Usage

With a large portfolio, maintenance of your items can be a time consuming task. Using Excel-based imports can be a time consuming task, and a small mistake can have a large impact. Excel is a great tool, and it is smart, but it can be a bit too smart. Chances are that number formats are incorrectly interpreted, causing wrong prices in your price lists. By saving the price list as a CSV file and import the CSV file, you have two advantages: no more formatting issues, and a much, much shorter waiting time when you import 10-thousands of records.