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EDI Imports

This screen is used to show a list of all Products for Customers that have been received via EDI Product Import files that are waiting to be imported into Vision Warehousing.

For ones that already exist in the system, they will have a tick in the first column.

You are able to update them by using the Update All selected

• There will be a message to confirm that you wish to update only he “Already exists” products

• If you click the Update all selected button on a product that does not already exist you will receive the message “No valid products selected for updating”

Clicking on a Product in the list will open up the Product Maintenance screen

• More information on the Product page

Excel Import

This screen is used to allow 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 for final import and update.

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License Module

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Contents of this page :

Table of Contents
minLevel 3 maxLevel 7 exclude 2

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Overview

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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.

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• 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

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Import Notes

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Trans Adjt

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The value is up to 2 decimal places.
It represents a percentage adjustment to the line case calculation for transport charging

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GrossWt

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This should be the weight including the container/packaging for the unit

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NetWt

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This should be the weight of the contents of the unit (excluding packaging)

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Charges

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The Identifier comes from the ID on the charge which is used by the customer this can be seen in the customer charging records or the charge setup

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