With Vision Warehousing (WMS) you can upload products using two different methods, however before you start imports you should consider whether this is worthwhile because with the recent changes to the pre-advice you can now setup a new product faster and quicker by using the CREATE option on the pre-advice lines.
The import form is divided into two separate tabs:
EDI Imports
This is the screen that imports the final product into Vision WMS, the information here comes from:
EDI inbound new files (using Vision EDI)
VCIS new products (using Vision CIS web portal)
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.
Contents of this page :
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EDI : Pending EDI
ImportsEntries into this table will come from two places, either directly from the customer through the EDI hub using XML or they will come from VCIS via new product entry.
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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 |
Import
This form shows all products loaded into the system from any of the multiple ways you can load products.
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Customers can send duplicates, if this is identifed then the ‘Already Exists’ will have a tick in the box |
Once changes have been made they cannot be reversed
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Importing the Products from the Pending Import
Clicking on a Product in the list any of the import lists will open up the Product Maintenance screen it .
It will auto-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.
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See the Create Product wiki page for details of the product maintenance fields and how to use that form. |
Excel Import
You 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 large volumes of 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 Products loaded here need to be “Exported” to push them into the EDI Imports for final import and update.
Loading the file
When the file is prepared you will need to load the file :Pending EDI Imports which is where you then perform the actual loading into the system
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 imported succesfully you then need to push the imported data into the “Pending EDI Products”
Select the line
Press the export button for each line
Once in the EDI tab, the products can be loaded into the system
This feature requires a license to enable it to be used..
This feature requires a license to enable it to be used.
Prepare the File
The file is an import file so either a csv or an excel workbook, it only looks and imports a single page excel workbook.
All fields in the import field list need to be in the table, if a field is to be left blank this should be empty (not containin a 0)
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Excel ImportThe 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.
Charge ID’s
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Details of the fields and their contents can be found on the Create Product wiki page |
Importing the Products from the Pending Import
Clicking on a Product in the any of the import lists will open up the Product Maintenance screen.
It will auto-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.Loading the file
When the file is prepared you will need to load the file into the system
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
Export the Entries
Once imported succesfully you then need to push the imported data into the “Pending EDI Products”
Select the line
Press the export button for each line
Once in the EDI tab, the products can be loaded into the system