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This screen is divided into two separate tabs:

EDI Imports

 This is the screen that imports the final product into Vision WMS,  the information in here comes from :

  • EDI inbound new files

  • VCIS new products 

  • Excel Import screen following basic validation

Excel Import

This licensed feature allows you to take a simple excel, CSV file and load it into the system with very basic information in it, anything loaded through this will validate and put the record into the EDI Imports tab for final import and update.

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EDI Imports

Entries into this table will come from two places, either direct from the customer through the EDI hub using XML or they will come from VCIS via new product entry.

Tip

Vision EDI is an additional module available for WMS

Vision CIS is the Customer portal available on the internal which is an additional module for WMS

This screen shows a list of new products which have NOT been added to the main customer product table.

Info

Customers can send duplicates, if this is identifed then the ‘Already Exists’ will have a tick in the box
You can simply delete those which already exist unless you need to update something which is manual, you can remove one or many of the existing products using the button functionality on the screen

Once changes have been made they cannot be reversed

Clicking on a Product in the list will open up the Product Maintenance screen it will complete the new product record with the details that have been provided already, you just need to check verify add any missing details and then submit.

Tip

See the Create Product wiki page for details of the product maintenance fields and how to use that form.

Excel Import

 You can import into the system using CSV or Excel, the fields needed for the import are the same fields which are shown on the form, it is a very basic import but can save alot of time when importing products into the system and there is no need for an EDI XML file to be created.

Anything loaded through this will validate and put the record into the EDI Imports for final import and update.

To load the file into the system, click on the icon on the top right of the tab

  • this will open up a new window and you need to select the import file from the location you saved it.

  • If you are using the paste then click on the paste in the icon on the top right

  • Once you have used the EXPORT feature, the product will be validated and inserted into the EDI tab and will not longer appear in this tab.

  • Once in the EDI tab, the products can be loaded into the system

This feature requires a license to enable it to be used.

Expand
titleExcel Import Fields

Excel Import

The import format for this tab is simply the same as the fields shown on the top of the form, if you insert those fields in the same order into an excel spreadsheet or a CSV file this will be able to import. 

Site

the site code

Customer

The customer code

Product Code

Maximum 20 characters, use alphnumerics, avoid symbols

Description

maximum 50 characters

SPU

Singles per case

SS

Single size in litres, decimal field needs to have decimal places

Transport Adustment

number with decimal places.

Sign

Whether the transport adjustment is positive + or negative -

Type

Uses the product type codes, single digit code B,S,W,I,Z etc.

Tax

Excise tax code (3 digits)

Commodity Code

10 digit code - no spaces no symbols

COO

Country of Origin code - 2 character ISO code

Year

4 number year or NA or NV

Brand

50 character brand or producer name

Gross Wt

decimal field, must contain the decimals

Net Weight

decimal field, must contain the decimals

Goods In Charge ID

This is the ID number found on the customer good in charge list, you have to pick a charge which has been selected for this customer.

Goods Out Charge ID

This is the ID number found on the customer good out charge list, you have to pick a charge which has been selected for this customer.

Storage ID

This is the ID number found on the customer storage charge list, you have to pick a charge which has been selected for this customer.

 

Tip

Details of the fields and their contents can be found on the Create Product wiki page