To upload the Quotation file using AI, please follow the below steps:
Step 1: Go to “Quotations” and click on “+Create Quotation”.
Step 2: Click on " Create Estimates with AI".
Step 3: Select the “File” and click on “Ok”.
The data will be sync from AI.
Note:
1.The item which already exists in Swipe will display in yellow and new items will display in green.
2.If you wish to remove any of the items, click on the remove/cancel icon.
You can search and add existing item name.
Items are added successfully in just few minutes with Swipe AI.
Step 5: Add the desired customer >> Click on “Save”.
Note: If your products or company have the Batch/IMEI feature enabled, the file won’t be uploaded, as we currently do not support uploading quotations using AI for Batch/IMEI enabled items.