DSI Fulfillment

This import should only be used by clients who work with DSI Fulfillment. This import will bring in new customers and update existing ones (depending upon which options you choose). 

To do this:

When you first click on this button, you will see several options.  You will:

1. Choose your Area (again, this will bring new customers into the selected area, and update customers already in the area).
2. Select a Rep (this will be the same Rep name on all customers you are importing/updating).
3. Select a date range (i.e. as of or on)
4. Start and End Date
5. Search by Date (i.e. ordered,
6. Search Order Status (i.e. All, open, open-out of stock, Install Pending, etc.).
7. Select Install Status
8. Status (i.e. All Statuses, open, completed, etc.)
9. Sub Statuses (All Sub-Statuses)
10. Select MA (if applicable)
11. Once you've chosen all applicable options, hit Submit and the information will be brought into Agemni within 5 minutes.

**Note** All of these options come from the DSI site.