Import Cost, Price and Weight

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Overview

Several types of data can be imported through the Import Data screen, such as Product (Inventory), Customer, or Supplier vendor records. Product cost and price information can be imported via this screen as well.
Data can be imported from:

When importing data from a text file, if the data contains commas, the file should be saved as a tab-delimited file, not a csv.
Quotes should not be present in text files, regardless of whether it is a csv or tab-delimited file, or you will encounter errors.

To access this screen go to one of the following areas:

Main Menu > Manage My Inventory > Import My Inventory - File

Main Menu > Manage My Inventory > Import Cost, Price & Weight

Main Menu > Manage My Inventory > Import My Suppliers

Main Menu > Manage My Customers > Import My Customers - File

The user is lead through the steps to import the various types of data by a series of screens.
Depending on the type of data being imported, fields on the screens change. Refer to the specific Knowledge Base topic for the type of data being imported for more details.
This topic discusses the process of importing product cost, price and weight information.

Description of the Screens

Import Cost, Price, and Weight: Select File to Import tab

Select File to Import Tab

Import Radio Button

the Cost, Price & Weight radio button is selected by default

File to import from (.mdb or text file) Field

enter the path to the file containing the product information
the program displays up to 50 fields in the file and the first 100 records at the bottom of the screen

Folder Button

select this button to navigate to the location of the file containing the product information

Restore from Backup Button

select this button to restore from a previous backup, if one was created at the last step of the process

Start Over Button

returns to the Select File to Import tab

Next Button

select this button when ready to proceed to the Import Options tab

Import Options Tab

Import Data screen: Import Options tab for importing Cost, Price, & Weight information

Field Delimiter Radio Buttons

Comma Radio Button

select this button if the fields in the input file are separated by commas

Tab Radio Button

select this button if the fields in the input file are separated by a tab

Other Field

enter the character used to separate the fields in the input file

First Row Contains Field Names Check Box

select this box if the first row in the input file contains a header record with field names

Assign Supplier Drop-down List

select a supplier to assign to product records that do not already contain a Supplier ID or Supplier Name value
this supplier automatically becomes the Primary Supplier of the product

Add New Button

click this button to add a new supplier record "on the fly"

Data in Text File or Database Table

this section of the screen displays up to fifty fields and the first one hundred records of data in the input file

Start Over Button

returns to the Select File to Import tab

Back Button

returns to the previous tab

Next Button

select this button when ready to proceed to the Cost, Price & Weight tab

Cost, Price & Weight Tab

Match Items On (select one):

choose whether to match product records between the files based on the Local SKU or Item Name fields
Local SKU is the best choice because SKUs must be unique, whereas products may share the same name
clear the field that is not used

Match Suppliers On:

select Supplier ID and/or Supplier Name OR leave these fields blank and use the Supplier specified on the previous tab instead
Supplier IDs in the external file must be numeric and they must be the same Supplier IDs that exist in OMS

Fields to Update

select or clear the values in these drop-down lists to control which fields are updated
the possible choices are Your Cost (supplier's unit cost field), Published Wt., Actual Weight, Regular Price, Sale Price, or Supplier's SKU

Data in Text File or Database Table

this section of the screen displays up to fifty fields and the first one hundred records of data in the input file (not labeled as such)

Start Over Button

returns to the Select File to Import tab

Back Button

returns to the previous tab

Next Button

select this button when ready to proceed to the second page of the Finish and Import tab

Finish and Import Tab

Backup Before Importing Check Box

select this box to make a backup copy of the affected tables before the import is started

Test Data Button

select this button to have the program check for errors before starting the import process

Begin Import Button

select this button to start the import process

Start Over Button

returns to the Select File to Import tab

Back Button

returns to the previous tab

Additional Information

Inventory

Created: 6/15/12

Revised: 12/2/14

Published: 04/14/16