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What are the different options/fields within the Define Import?

The options/fields within the Define Import are as follows:

Import Details

Import name - This is the name of the import that appears in the drop down screen in 'Import Product File'.

Supplier - Enter the code of the Supplier the Catalogue is for.

Catalogue - Enter the name of the catalogue

Data File Name - Enter the area the file is kept.

Default Bossf code - Default Bossf Code you wish to be used if none set in the file used.

Fields

Item Code - Enter the column no. for the item Code

Item Description - Enter the column no. for the item description you can also import in upper or lower case by putting U or L in the case column.

Page Number - Enter the column no. for the page

Preferred Supplier - Enter the column no. for preferred supplier

Matrix - Enter the column no. for the item Matrix (e.g. A)

Colour - Enter the Colour Code e.g. Red column no.

Lead time T/P - (How long it will take for the supplier to deliver the item to the customer) enter the column no.

Dealer Lead - (How long it will take for the Supplier to deliver) Enter the column no.

Qty - Enter the column no. for Qty

History Qty - Enter the column no. for History Qty

Document Ref - Enter the column no. for Document Reference

Vat Rate - Enter the column no. for VAT

Vat Rate Map - Enter the number/character that referrers to the Standard, Zero and Exempt VAT types.

Full BOSSF - Enter column no. for Bossf classifications

Range - Enter the column no. for the range

Group - Enter the column no. for the group

Sub Group - Enter the column no. for the Sub group

Pallet % - Percentage (Volume) of the pallet that the item takes up enter the column no.

UNSPC - (United Nations Standard Product Classification)

Weight - Enter the column no. for the item weight

Manufacturer - Enter column no. for the supplier

Brand - Enter the column no. for the Brand

UOM - Enter the column no. for Unit of Measure

Loyalty Points - Enter the column no. for Loyalty Points

Force To Cat - Enter the column no. for Force To Catalogue

Discontinued - Enter column no. for discontinued flag

Nett - Set only if importing a Nett Catalogue

Low Margin - Enter the column no. for Low Margin

Returnable - Item will be flagged if non returnable, so this needs to point to the correct column

Changed - Flagged if changed since last update

Composite - (Made from other part's)

Superceed - Enter the column no. for superseded code

Green - Enter the column no. for Green Item

Retro% - Enter the column no. for Retro

Pack - Enter the column no. for the pack

Sales Pack - Enter the column no. for Sales Pack

Format

Skip? Lines - Amount of Header lines to ignore

Delimiter - 44 = CSV/XLS, 9 = Tab Delimited, 0 = fixed length

Options

LOCK (No change when running) - If set then you cannot change the imp on import

Nett Catalogue - Catalogue will be imported as a Nett Catalogue

Default fields / Default to main - If adding a mailer and not all the data is provided e.g. cost then that information is pulled from the lead catalogue.

Allow Add - When doing an update this option will add the new items in that catalogue if they don't already exist if not set then any new items will not be added.

Update Last Cost - Updates Last Cost to cost from new Catalogue

Change Supplier - If Items already exist then when set the preferred supplier will change to the supplier on the new import.

Type

New Catalogue - This will create a new catalogue which will be visible in the test area.

Full update catalogue - Sets all items out of use and imports the new items updating existing and adding new.

Partial update - Does not set items out of use before importing.

Purchase Quote - Once Imported a purchase Quote is created in the Daybook

Sales Quote - Once imported a Sales Quotation is created in the daybook, when importing you need to select which customer to create the sales quotation for.

Lookups

Lookup 1 - Supplier lookups visible in the file

Lookup 2 - Supplier lookups visible in the file

Lookup 3 - Supplier lookups visible in the file

Lookup 4 - Supplier lookups visible in the file

Manufacturer - (Manufacturer lookup code), Enter the column no. for the manufacturer code.

Barcode / lookup - Enter the Column no. for the barcode then if lookup check box is ticked then it will check all suppliers to see if any have the same barcode, if they do then it will be added as a lookup.

Supplier Code - Enter the column no. for the supplier lookup code

Blue Sky Unique Reference - Unique Product reference

Filter

Exclude - Whatever is set in the 'Test' section that sits in the specific column defined will not be loaded.

Include - Whatever is set in the 'Test' section that sits in the specific column defined will be loaded.

Pricing

Retail Price - Enter retail column No. here

Sell Price - Enter retail column No. here

Cost Price - Enter Cost column no. here

Trade - Enter trade column no. here

True Cost - Enter the True Cost column no. here

Qty Breaks

Price - Enter the price column no.

Qty - Enter the Qty Column no.

Select the radio button depending if it's for Sales or Purchase

Import Options

Change Product Supplier - Will change the Default Supplier on the Trader Card.

Change Item Supplier - Will change the Supplier on the Item.

Default Fields - Will fill in default fields if not set in import.

Discontinued= Out of Use - Will set items marked as discontinued as out of use.

Update Last Cost - Will update the Last Cost from Cost.

3 Level Bossf - Marks the Import as using Level 3 Bossf.

Allow Add - Allows new items to be added.

Nett Catalogue - Marks all items as Nett.

Unique Codes Only - Only allows unique coded items to be imported.

Clear Qty Breaks - Clears quantity breaks out of the system for the catalogue you run it against.

Re-Merge Existing - Allows re-merging of products that exist on the system. Note: test on your PLAY copy before attempting on live.

Auto Cat/Trader - Automatically picks up the trader and catalogue.

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