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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 :

Table of Contents
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Overview

image-20240220-115931.pngImage Added

Create Template

The system can create you a template extract which is provided in a csv file, if opened in excel afterwards this will provide you with a spreadsheet with all the relevant columns in place, the export is the complete list, you can however trim this down to the essential fields on the basic import below.

Basic Import

Essential fields and the nice to have fields which are regularly imported are shown below, if you want to look at the entire list then expand the section beneath this to see the entire list of import fields.

Field Name

Description / Notes

Site**

Customer**

Product Code**

Brand Name**

Description**

Alt Lang Desc

Year

Singles Per Case**

Single Size**

Product Type Code*

Product Group Code*

UOM UID*

Country of Origin Code*

Cases Per Pallet**

Cases Per Layer**

Net Weight KG**

Gross Weight KG**

Tax Code*

Additional Tax Code*

Commodity Code*

LOL Per Case*

Strength**

LOA Per Case*

Product Cost Per Case

Product Cost Currency**

Insurance Cost Per Case

Insurance Cost Currency**

Freight Cost Per Case

Freight Currency**

Goods In Charge UID**

Storage Charge UID**

Charged By UID**

Expand
titleComplete Template

Complete Template

This is a list of all the potential import fields for product import.

Field

Notes and Description

Site**

Customer**

Product Code**

Brand Name**

Description**

Alt Lang Desc

Year

Singles Per Case**

Single Size**

Product Type Code*

Product Group Code*

UOM UID*

Country of Origin Code*

Cases Per Pallet**

Cases Per Layer**

Net Weight KG**

Gross Weight KG**

Cubic Metres

Height CM

Product Life Days

Shelf Life Days

Transport Adjustment %

Transport Adjustment Sign

ANA TCC

ANA SCC

Additional Information 1

Additional Information 2

Additional Information 3

Additional Information 4

Additional Information 5

Additional Information 6

Additional Information 7

Serial Num Required

Tax Code*

Additional Tax Code*

Commodity Code*

LOL Per Case*

Strength**

LOA Per Case*

Degree Plato

VAT Code

Cigarettes Per Case*

Price Per Case

Product Cost Per Case

Product Cost Currency**

Insurance Cost Per Case

Insurance Cost Currency**

Freight Cost Per Case

Freight Currency**

Goods In Charge UID**

Storage Charge UID**

Container Qty

Min Stock Level

Min PO Quantity

Purchase Cost Per Case

Carriage Price Per Case

Substitute Product Code1

Substitute Product Code2

Substitute Product Code3

Sales Price Per Case

UB Sales Price Per Case

Min SO Quantity

Charged By UID**

Waste G Single Primary

Waste G Single Secondary

Waste G Single Tertiary

Country Consigned

KilogramsPerUnit*

Edit Existing Products

Complete - Upload

Expand
titleExcel Import Fields (old)

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. 

Info

The forms below make up the main bulk of the fields from the form, from time to time additional fields will be added to the end of this format, where there are additional fields you need to also include those in your import file.

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 charge.
See charge ID’s section below

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.
See charge ID’s section below

Note

Goods Out charging within the WMS is not currently in use.

Goods out transactional charges for ordering, picking has to be manually setup for the customer within invoicing. Leave this field empty

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.
See charge ID’s section below

 Charge ID’s
Tip

The charge ID’s can be found in the WMS within Customer setup, on the charge profiles tab. For more detailled information look at the following page, you are looking for the UID which is the first column Charge Profiles Use this UID in the excel import to specify which charge is to be used for the product, you can only enter a charge which is selected and available for the customer.