It is very easy. Here is a tip, manually enter a sales order. Write down the fields you have to manually enter data and in what order. Those are the only fields you will need and the correct order.

I'm pretty new to Sage. So if you have your data in a CSV file in the correct order for entry, you set up a job in Visual Integrator to import it? Do I use so_autogenerateorders as the table? When you import is there set-up that has to be done to auto-assign a unique sales order number?

I'm pretty new to Sage. So if you have your data in a CSV file in the correct order for entry, you set up a job in Visual Integrator to import it? Do I use so_autogenerateorders as the table? When you import is there set-up that has to be done to auto-assign a unique sales order number?

Also, we will already have most of the needed data in excel. Is there a way to import directly from excel without first converting to a csv?

Yes, your reseller can show you how

Our reseller doesn't know how to import the sales order and get a new sales order number to generate automatically. Will we just have to call Sage directly?