Importing Sales Orders From Fundy

Article author
Nicole
  • Updated

If you have a sales order from Fundy Designer that you would like to add to a job in your Táve account, you can do so from the job's Quotes & Orders section.

From the Job Overview on any job, you'll want to click Import Order and locate your Fundy order xml file.

Once here you'll drop your order in, match up your sales tax rates that you have inside of your account and you're finished!

Was this article helpful?