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Importing Data

There are two areas under the importing data topic. Firstly, you can import items into inventory transactions. This can be done using CSV files or import files.

Inventory Transactions

Item data can be entered manually into an inventory transaction or it can be imported from various sources, for example a comma-delimited file, Merchant PDA, keyboard scanner or a Nippondenso PDE. (Note, not all inventory transactions support the import feature).

When you import the items, the system will add each item to the transaction as appropriate. Any items that could not be used are shown on the Stock Entry Error Report.

For each type of inventory transaction, you can specify a different set up. You can also define a set up that is global for all stores or you can create one that is for a specific store. This means you could use a Merchant PDA for a purchase order an a keyboard scanner for a goods receipt.

As part of the set up, you tell the system what data will be imported. Normally, this would be the EAN/PLU and Quantity, because the user will be scanning the barcode of the product and entering the number of units (the Quantity). However, a number of other data can also be imported.

Also as part of the set up, you tell the system where the data will come from. These options are available:

Manual

Data will be entered directly into the Stock Entry screen using the keyboard.

Comma-Delimited File

This option allows a comma-delimited file to be imported. This file may be generated from PDE software, exported from Excel or generated from any other data. This is a valid option for many PDE devices. These devices often come with software which will extract the data from the PDE and put it into a comma-delimited file. This can be just as easy to use as the PDE option.

Merchant PDA

Merchant PDA is a function available that runs on a Windows PDA. It can scan the items you want to import and save this as an import.

Keyboard Scanner

This option allows you to use a scanner. Each scan of an item will add the item to the grid. You cannot enter the quantity when using this option. A scan of an item is assumed to be a quantity of one. If you scan the same item four times, you will have four entries in the grid. This is similar to the Manual option.

Nippondenso PDE

This option allows you to pull data out of a Nippondenso PDE. It is an older format which has very specific requirements and limitations.

If you use the Comma-Delimited File input method you have to provide a file in a certain format.

The first line should contains the header information which tells the system what data is in the file. This can be any of the following:

The Qty must appear in the file (unless you are using the keyboard scanner method of import). Any combination of EAN, IPN, Order can be used but at least one must appear in the file. If the first line does not contain any header information, the system will assume the data on each line is in the same sequence as the specified Available Columns.

Subsequent lines contain the actual data, separated by commas.

Examples of acceptable files are as follows:

Example 1:

EAN,Order, Qty

9312121211,,1

9112112323,,2

,ABC123,4

Example 2:

Qty,IPN

1,1213

2,2323

4,3434

Example 3:

1,1213

2,2323

4,3434

You have to ensure that when you set the details on the Available Columns tab, that they match the same format as the file.

The import feature is available by pressing the Import button available on most inventory screens. This will display the Stock Entry window. If you press the Setup button on this window, you will get the Stock Entry Setup window.

Item Import Batches

An item import batch is simply a group of items entered as a single batch. It can be used as an option to import items into inventory transactions (as described above) or it can be used as input into other areas or the system. For example, you can create an import batch and use this to create a batch of tickets. Some reports also allow you to specify an import batch as selection criteria. So you could go around the store, scan various items that you want more information on and then come back and run a report for those items.

You can create an import batch using a PDA. The Merchant PDA function runs in a remote desktop session on a Windows Pocket PC PDA over a wireless network. This function allows you to create batches of items on the shop floor. It is ideally used with a PDA with a laser scanner. You simply scan the item instead of entering the barcode number. Alternatively, the Import Item function allows you to create a batch from a desktop computer.

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