Import Descriptions

Use the Import Descriptions screen to import a physical description of a unit to appear on the quote/invoice.

To open the Import Descriptions screen, click the Import Descriptions link on the Details tab.

Fields on the Import Descriptions screen are:

Field Description
Extended Description Import an extended physical description.
Include Base/Option number Include the base/option number while importing the description.
Include price Include the option price while importing the description.
Refresh Description Loads the new description into the Description field on the Details tab.

Click Continue to import a unit's description, including any desired option selected above.

Click Close to close the Import Descriptions screen and return to the Details tab.

Security: 802 - Equipment Invoicing
Revision: 2025.12