Import Cost, Price and Weight

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Overview

This topic discusses the process of importing cost, price and weight information for existing inventory items from a file, although several types of data can be imported through the Import Data screen. Customer, supplier and inventory reorder information can also be imported via this screen as well.

Data can be imported from a tab or comma-delimited text file. Importing data from an MS Access database is no longer supported.

When importing data from a text file and the data contains commas, the file should be saved as a tab-delimited file, not s a .csv file.

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 import cost, price and weight information for existing inventory items go to:

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

Best Practice

Before importing data into the store file, make a backup copy in case you need to back out the changes.

Description of the Screens

Select File to Import Tab

Import

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

File to import from text file

• 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

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

Start Over

• returns to the Select File to Import tab

Next

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

Import Options tab

Field Delimiter

Comma

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

Tab

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

Other

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

First row contains field names

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

Assign Supplier

• 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

• select this to add a new supplier record "on the fly"

Data in Text File

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

Start Over

• returns to the Select File to Import tab

Back

• returns to the previous tab

Next

• select this 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 Monsoon Order Manager

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

• the grid at the bottom 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

• returns to the Select File to Import tab

Back

• returns to the previous tab

Next

• select this when ready to proceed to the Pricing Fields tab

Pricing Fields tab

• map fields in the input file to fields in Monsoon Order Manager if you use multi-level pricing
• refer to the Knowledge Base topic Price Levels for more information
• select Next to proceed to the Finish and Import tab.

Finish and Import Tab

Disable Sync Database Triggers

• this box should be selected when initially setting up the system since a provisioning event is used to communicate product information to the Fulfillment Manager  
• if you are importing product information after production processing commenced, clear this box so the appropriate Sync Manager messages are created and sent to the Fulfillment Manager

Test Data

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

Begin Import

• select this to start the import process

Start Over

• returns to the Select File to Import tab

Back

• returns to the previous tab

Additional information

Created: 6/15/12

Revised: 8/10/15

Published: 08/19/15