MRSware Logo MRSware Web Web & Mobile Guide
💻 Desktop Guide 📱 Web & Mobile Guide 🛡️ Admin Guide 📰 Blog Hub

Web Sales Imports, AI Smart Import & Batch Edit

Web-Based Sales Imports

Agency administrators and reps can import manufacturer POS spreadsheets, sales reports, and commission statements directly through the web browser without opening the Windows desktop software.

AI Smart Sales Import

In addition to standard CSV and Excel spreadsheet uploads, the Web Sales Import tool features AI Smart Import capabilities. Unstructured text files or non-standard manufacturer feeds can be parsed using AI assistance directly within the import view, automatically matching lines to customers and catalog items.

Resolving Conflict Batches in the Browser

When an imported customer name or part number does not automatically match an existing database record, MRSweb flags the row in a Conflict Batch. Users can match to existing accounts, create aliases, or add new customer records on the fly.

MRSweb Sales Imports
Figure: Importing Data Files in MRSweb.

Web Batch Editing

Select multiple records and apply mass changes across territories, sales rep assignments, or product lines in seconds.

🎓 Related Hands-on Lessons: