Store Setup Wizard Import Products, etc.

Use the Next Topic and Previous Topic arrows, and , in the Navigation Pane of the Knowledge Base to read the topics about the Store Setup Wizard in sequence. (The buttons are actually white on the black background of the Navigation Pane.)

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Overview

The Import Products, etc. section of the Store Setup Wizard is where the user can import their inventory, customers, or old orders.
Some shopping cart systems allow the user to import this information directly from the Web site, while others only supply that information in text file form.
Product and customer records can also be imported from QuickBooks, either directly from the application or from an .IIF text file.
SEOM is able to import almost every kind of data from a text file except order data. The Import My Inventory screen is opened via Main Menu>Manage My Inventory>Import My Inventory.
To import order information from a text file at the Import Orders screen, the data must have been exported by the shopping cart system in the proprietary format SEOM recognizes. Otherwise, it is necessary to purchase a Generic Shopping Cart license to import order information from a text file.
Supplier vendor information can be associated with inventory products while they are imported. Use the Import My Inventory screen to import a large number of supplier records from a text file.

Description of Page 1 of the Import Products, etc. Section

Figure 1: Store Setup Wizard, Import Products, etc., Page 1

Import Products or Customers from a Shopping Cart

click this button to open the Shopping Cart Functions screen and import customer or product information, which depends on the capabilities of the shopping cart system in use
if the shopping cart does not support a particular function it will be grayed out, or not visible

Import Products, Customers, etc. from a Text File or Database

this button opens the Import Data from Other Sources screen where the user import data from a text file by mapping data fields in a text file to the appropriate data fields within SEOM

Import Products or Customers from QuickBooks

opens the Import from Quick Books Screen (Import Data from Quick Books); refer to the Knowledge Base topic in the previous link for more information

Assign Products to Suppliers

opens the Change Suppliers screen, where the user constructs a list of inventory items and assigns them to a particular supplier or designates the primary supplier of the product, if more than one vendor provides that item

Import Old Orders

opens the Import Orders screen, which in turn calls the First Import screen, when a shopping cart has been selected from the list.

Navigational Arrows

use these buttons to scroll sequentially between the pages of the Store Setup Wizard
use the links in the Wizard Index pane on the left-hand side of the screen to skip between sections of the Wizard

Wizard Section and Page Numbers

the name of the Wizard section and page number can be found between the Navigational Arrows and the Help, Cancel and Save and Exit buttons at the bottom center section of the screen
sections that have many settings will have more than one page in the Wizard; be sure to review them all

Help Button

opens the Knowledge Base

Cancel Button

causes the program to prompt for confirmation before exiting the Store Setup Wizard
click Yes to save the changes before exiting the wizard
click No to abandon the changes and exit the wizard
click Cancel to remain at the Store Setup Wizard and continue making changes

Save and Exit Button

click this button to save all changes made before exiting the Store Setup Wizard

Additional Information

Change Suppliers

First Import

Import My Inventory

Import from QuickBooks

Import Orders

Shopping Cart Functions

Created: 5/13/11

Revised: 9/4/12

Published: 04/13/16

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