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 :

1 Basic Import
2 Complete Template
- 2.1 Excel Import
  - 2.1.1 Charge ID’s

Overview

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

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**

Complete Template

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

Field	Notes and Description

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

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.

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 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

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.