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

EDI Imports

Entries 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.

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.

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

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.

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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

title	Complete 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

title	Excel 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

.

Tip
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

.

Versions Compared

Old Version 14

New Version Current

Key

Overview

Excel Import

Loading the file

Create Template

Basic Import

Complete Template

Edit Existing Products

Complete - Upload

Excel Import

Charge ID’s

Importing the Products from the Pending Import

Page Comparison

Versions Compared

Old Version 14

New Version Current

Key

Overview

Excel Import

Loading the file

Create Template

Basic Import

Complete Template

Edit Existing Products

Complete - Upload

Excel Import

Charge ID’s

Importing the Products from the Pending Import