Importing Commercial Files allows Brett's to import specific product information including usage codes, comments, quantities and prices into their Frameworks instance.
Refer to cheat sheet: How to import a commercial file for experienced users who do not require screenshots.
To import a commercial file, from the home Dashboard perform the following:
1. Click then type Sales Orders (or select Sales Orders from within the Sales - Transaction Processing navigation tree).
2. Click to create a new Sales Order.
3. Add the customer number to the Cust No.* field or search for it via .
If searching for a customer via the Customer Finder , you must enter search criteria for the results to display.
If using the Customer Finder , you can use the Customer ID, Customer name (or partial customer name), principal name (or partial name), primary or any contact phone number (or partial phone number) in the Search field, or leave blank to search all customers, then press <enter> or click .
4.Click then File Imports then Commercial File.
The Commercial Import file must be an Excel spreadsheet with the columns setup with the following values for the import to work successfully:
|Column A =||Customer Account No.|
|Column B =||Usage Codes|
|Column C =||Product ID|
|Column D =||Product Description|
|Column E =||Comments|
|Column F =||Quantity|
|Column G =||Cost Price|
|Column H =||Unit Sell Price|
|Column I =||Customer Order #|
There is no header row explaining the columns within the file.
If Cost Price is 0 import will use the system cost, otherwise cost will be imported as per the file.
5. Select the appropriate file to upload, then click .
6. A message is then displayed "x lines successfully loaded from <file name>. Click to close the Import Status window.
The products are imported as per the exact sequence (that is, row 1, followed by row 2, followed by row 3 etc etc) of the Excel import file.
7. Upon clicking , the View Import Errors screen is displayed explaining how many lines from the .xls were imported ("Number of Lines") & how many errors there were from the import ("Number of Errors"). The table also explains which lines were not imported successfully & why.
8. If there are product lines that were not imported, you have two options:
i. Click , then manually add the products that were not imported into the Sales Quote.
ii. Click , then click to cancel the quote, fix the import file, then do another re-import.
When the quote and picking slip are printed, if the usage headers are required to print on the documents then tailoring flag SopUsgePrt (Print usage heading on quotes & picking slip) needs to be set to 'Yes'. Also if the Quote is required to be sorted by usage then SOPUsageBr needs to be set to 'Yes'.
Once the quote has been accepted and becomes an order, if the order has a kit product (defined in Kit Maintenance) the picking slip will automatically consolidate & print all products & will also print individual products.
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