Import Cost, Price and Weight
Contents of this Topic: ShowHide
Overview
Several
types of data can be imported through the Import
Data screen, such as Product
(Inventory), Customer, or Supplier
records. Product cost and price information can be imported via this
screen as well.
Data can be
imported from:
A tab or comma-delimited
text file
A table in a Microsoft
Access database
Any other format
(e.g. an Excel spreadsheet or FoxPro table) that can link
to an Access database. For information on linking data in
external tables to Access, please see MS Access documentation.
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.
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 SEOM
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
Created:
6/15/12
Revised:
12/2/14
Published:
04/14/16