Order Manager
Version 8
Order Manager
Version 8
Contents of this Topic: Show
The Export Inventory screen provides an interface by which users can export product data from Monsoon OMS to a text file for use with other applications.
To access this screen go to: Main Menu>>Manage My Inventory>Export My Inventory
Export Inventory screen
removes the currently viewed template from the system
use this with caution as there is no way to reverse this action
after changes have been made to the currently viewed template, select this to retain the changes
to abandon the changes, simply navigate away from this screen without selecting this button
opens the Select Items screen, from which the user may enter selection criteria to narrow down the list of SKUs that appear in the Sample Data section of the screen
contains all of the existing export templates defined in the system
to create a new export template, simply make the desired field and setting choices and select the Save Template button; the program prompts for a name for the new template which is added to the drop-down list of Export Templates
select this button to view Fields 1 - 20
select this button to view Fields 21 - 40
clears all selections from the fields of the currently viewed template
use this button with caution, the program will not prompt for confirmation before clearing the data
opens a help screen with instructions for creating a non-standard column in a template
enter a label to be used for the Field Name of the custom column; if no label is entered the program uses the name of the field as its label
choose "Add Custom Column" from the Field to Export drop-down lists in any of the Fields 1-40
to produce a column that contains the same value in each row, enter a comma after the value in the Field Label column and append the static value; for example, if we select "Add Custom Column" from the drop-down list in Field1 and enter a label of Drop-ship Charge,Not Applicable, every record in the file would contain the value, "Not Applicable", in the column labeled Drop-ship Charge.
the data fields in the text file are separated by commas
the data fields in the text file are separated by a tab character (appears to be one or more blank spaces between the fields)
select this box to have the Monsoon Order Manager field name or an alternate Field Label inserted in the first row of the text file
select this box to include products that are marked as discontinued in the export file
select this box to include products that are currently out of stock in the data in the export file
each of the fields on this screen relates to a Monsoon Order Manager field in the product inventory record
select the desired field from the drop-down list in the Field to Export Column
fields are exported in the sequence in which they mapped
each row in this column contains a drop-down list containing a list of Monsoon Order Manager fields that can be selected for export
to use a value other than the Monsoon Order Manager field name when exporting product data, enter the alternate value in the Field Label Column
select the box labeled Include Field Names to have the labels included in the first record of the text file
this area of the screen will reflect the product and fields presently selected for export
to limit the products in this section, use the Filter button to enter selection criteria
when the appropriate selections have been made in all areas of the screen, select this to export the specified data from Monsoon Order Manager into the text file
To access the Export Inventory screen, go to Main Menu>Manage My Inventory>Export My Inventory.
Select an export template from the Load Export Template drop-down list or create a new template by selecting the appropriate fields and settings and select the Save Template button. The program prompts for a name for the template, which then appears in the drop-down list.
Select the type of text file being created. This decision depends on the application with which the data will be used. If you are unsure of the file types the application accepts, consult its documentation. If the application accepts both file types, follow this general guideline: If the data contains commas, apostrophes, quotes and/or carriage returns, use the tab-delimited format. If the data does not contain special characters, use the comma-delimited format.
If the first row of the file should contain the field names, select the Include Field Names check box.
If discontinued items should be included in the export, select Include Discontinued Items.
If products currently out-of-stock should be included in the export, select Include Out-of-Stock Items.
In the Sample Data section, note that the first column is already populated with a list of SKUs from your inventory records.
To map the inventory SKU field to Field 1, select the drop-down menu in the Field to Export column of that row and select SKU from the list. As the other fields are mapped, their values will also appear in the Sample Data section of the screen.
To export a subset of your inventory products, select Filter to open the Select Items screen. After a list of items is built at that screen, select Export Selected Items to return to the Export Inventory screen, which now shows the filtered list of products in the Sample Data section.
Continue mapping additional fields (Field 2 - 40) as needed. Or, select Add Custom Column from the Field to Export drop-down list, and enter a name for the custom field in the Field Label column of that row. To create a custom column that will always contain the same static value, enter the static value following the Field Label in the format: FieldLabel,StaticValue
Select Save Template to retain these settings. The program prompts for a name for the template or permission to overwrite an existing template with the changes. Select OK to proceed.
Select Begin Export. The program prompts for the file name and location for the export text file.
In the figure below, we see that a template named "My New Template" has been selected.
This template only has four fields mapped, one of which is a custom column that will contain the value "stuff' in every row of the export text file.
The file will be a comma-delimited text file and field names will be included in the first row of the text file.
This export file will not include discontinued items, but it will include those items which are currently out of stock.
A filter has been applied to select only those product inventory records in which the SKU begins with the letter 'b'.
Select Begin Export.
Select OK to use the name and location suggested by the program or navigate to another location and enter the name of your choice in the File Name: field.
If the file name already exists, the program prompts for a decision about how it should proceed.
Select Yes to overwrite the file or No to use a different file name or location.
Select OK to proceed with the export. The program pops-up a message box when it has finished.
Select OK to end the dialog. When we view the text file it looks like this:
Created: 3/1/11
Revised: 8/13/15
Published: 08/19/15