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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'''
  
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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>
  
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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.
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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'''
  
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When all alterations have been made to the Extra Sell and Buy prices, save the spreadsheet
 
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Then in ERP go to File =>import data
 
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Select the saved file
 
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Select Import
 
  
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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