Supplier Import

Description

The Datapel Inventory Controller Series supports a number of Data Exchange interfaces.

Using the DataEx interface configuration information can be IMPORTED and EXPORTED from the ICXE database.

This feature allow Administrators or Consultants to quickly configure the Inventory Management System Workspace with datasets already prepared in Excel or via export from other systems. Likewise, information already entered or captured by an Inventory Controller workspace can be exported to provide External Systems indirect access to stock tracking datasets.

Import Format

The format supported is:

TSV (Tab Separated Variables)

Import Header

XE import recognises and skips header record.
All Headers must be kept in a particular sequence.

Detail Steps

1. Create a folder that will be used to hold Import/Export files.

It is recommended that .txt file be named by their import/export type. (Transactions, Items, Suppliers, Customers, Shipping Methods, Custom Lists, Users)

2. Once preparations are complete within Excel save the transaction import file as a text (tab delimited).

3. Select File, Import, Transactions... then selcted the transaction type (All Types, Check In, Check Out, Transfer).

4. Select Import Transactions... and browse for the .txt file. Once selected Open File.

To check the system details of import the Status Report should be used.

CHECKIN HEADERS and FIELDS

Table below Provides an overview of ICXE the transactional headers and a description on each field.

Field	Type	Max	Required	Description
Co./Last Name	AlphaNumeric	52	Y	If the card is a company: company name. If the card is an individual: last name
First Name	AlphaNumeric	20	N	Blank if the card record represents a company, otherwise the first name of the individual
Card ID	AlphaNumeric	16	Y	User defined unique CardID
Card Status	AlphaNumeric	1	Y	Whether the card record represents an individual. Company = ‘N’, Individual = ‘Y’
Address Line 1	AlphaNumeric	255	Y	Postal/Delivery Address Field 1
Address Line 2	AlphaNumeric	255	N	Postal/Delivery Address Field 2
Address Line 3	AlphaNumeric	255	N	Postal/Delivery Address Field 3
Address Line 4	AlphaNumeric	255	N	Postal/Delivery Address Field 4
City	AlphaNumeric	255	Y	City/Suburb/Town for Address Field 1
State	AlphaNumeric	255	Y	State for Address Field 1
Postcode	Numeric	10	Y	State for Address Field 1
Country	AlphaNumeric	255	N	Country for Address Field 1
Phone # 1	AlphaNumeric	21	Y	Supplier Phone Number
Fax #	AlphaNumeric	21	N	Supplier Fax Number
Email	AlphaNumeric	21	N	Supplier Email address
WWW	AlphaNumeric	21	N	Supplier Website
Contact Name	AlphaNumeric	25	Y	Supplier Contact Name
Salutation	AlphaNumeric	15	N	Supplier Greeting Title i.e. MR, Mrs, Miss, Dr….ect.
Notes	AlphaNumeric	255	N	Additional Notes
Identifiers	AlphaNumeric	10	N	Second User defined unique ID
Custom List 1	AlphaNumeric	30	N	CustomList1ID the text contained within the Custom List 1 Card
Custom List 2	AlphaNumeric	30	N	CustomList2ID the text contained within the Custom List 2 Card
Custom List 3	AlphaNumeric	30	N	CustomList3ID the text contained within the Custom List 3 Card
Custom Field 1	AlphaNumeric	30	N	CustomField1 the text contained within the Custom Field 1 Card
Custom Field 2	AlphaNumeric	30	N	CustomField2 the text contained within the Custom Field 2 Card
Custom Field 3	AlphaNumeric	30	N	CustomField3 the text contained within the Custom Field 3 Card
Comment	AlphaNumeric	255	Y	Comment about Supplier
Shipping Method	AlphaNumeric	20	Y	Shipping Method that Supplier normally uses

¹ Datetime format is dependent on your Regional settings either DD/MM/YYYY or MM/DD/YYYY e.g. 23/12/2015 or 12/23/2015 is acceptable.

ERRORS and EXCEPTIONS

If a Required field is missing the transaction group is skipped - an error log is written to SYSTEM STATUS REPORTER
If a field exceeds the specified CHAR WIDTH it will be truncated

Related Information

None