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Difference between revisions of "10 Importing Values"

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(Created page with "Importing Prices Has it been explained how to import the Extra Sell and Buy prices? Go to file Export => export data Select from the choices of product prices e.g Products Extr...")
 
 
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Importing Prices
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'''Importing Prices'''
  
Has it been explained how to import the Extra Sell and Buy prices?
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Has it been explained how to import the '''Extra Sell and Buy''' prices?<br>
  
Go to file Export => export data
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It is best to '''Export''' a sample that you can use as a template to add your new Data to before Importing a file.
Select from the choices of product prices e.g Products Extra Buy Prices
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Select Export Button
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Name the file and select save
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Open file in Excel/Open office spreadsheet - refer help link Pdi Files<LinkId=560>
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*Select the '''File''' drop down from the '''Top Toolbar'''<br>
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*Select '''Export''' and '''Export Data''' and the '''Data Export Menu''' will load.<br>
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*Select from the choices of product prices '''E.g Products Extra Buy '''<br>
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*Select a '''Destination''' for the Exported file or leave as the default which is '''Desktop.'''<br>
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*Select the '''Export''' Button and then '''Close'''<br>
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*Open the '''Exported csv file''' in either Excel or Open office and make any required alterations<br>
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*When all alterations have been made to the '''Extra Sell and Buy prices''', save the spreadsheet ready to '''Import'''<br>
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*Select the '''File''' drop down from the '''Top Toolbar'''<br>
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*Select '''Import''' and then '''Import Data'''
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*The '''Import Data Mapping List''' will load.<br>
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*Select '''New''' and type in a '''Name''' for the Import
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*Select the '''Import Type''' from the Drop down
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*Select the '''csv File''' to be '''Imported'''
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*Select '''Refresh''' and the '''Data Mapping''' fields will load.
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*Select '''Import''' and follow the '''Prompts''' to make any '''Format''' changes required and then '''Save'''
  
When all alterations have been made to the Extra Sell and Buy prices, save the spreadsheet
 
Then in ERP go to File =>import data
 
Select the saved file
 
Select Import
 
  
The file will then load into ERP with all the details
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<br>

Latest revision as of 13:49, 15 November 2011

Importing Prices

Has it been explained how to import the Extra Sell and Buy prices?

It is best to Export a sample that you can use as a template to add your new Data to before Importing a file.

  • Select the File drop down from the Top Toolbar
  • Select Export and Export Data and the Data Export Menu will load.
  • Select from the choices of product prices E.g Products Extra Buy
  • Select a Destination for the Exported file or leave as the default which is Desktop.
  • Select the Export Button and then Close
  • Open the Exported csv file in either Excel or Open office and make any required alterations
  • When all alterations have been made to the Extra Sell and Buy prices, save the spreadsheet ready to Import
  • Select the File drop down from the Top Toolbar
  • Select Import and then Import Data
  • The Import Data Mapping List will load.
  • Select New and type in a Name for the Import
  • Select the Import Type from the Drop down
  • Select the csv File to be Imported
  • Select Refresh and the Data Mapping fields will load.
  • Select Import and follow the Prompts to make any Format changes required and then Save