Back Office > Suppliers > Supplier Electronic Trade v2

 

Description

 

This menu item is used to download/import Supplier provided Price Books (Host Files). A Price Book (Host File) is essentially a list of Manufacturers, Master Groups, Product Groups, Categories and Products that represent the Products available from a specific Supplier. Instead of creating Product records for every item ordered from a Supplier, this option enables the importing of Product related information from Supplier provided Price Books (Host Files).

 

To Be Considered

 

1. Price Books can also be created manually (refer to the file structures outlined here) or they can be generated. For more information ... Once created or generated they can be imported using the Generic Import feature below.
2. When starting with a blank database and to improve performance, Reindex the database before importing Price Books.
3. Run a General Check and Check Defaults on completion of the import of a Price Book.

 

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Supplier eTrade v2 - Import Price Book Tab

 

 

This screen is accessed from here.

 

• Folder - Enter/Select the folder that will be used to place downloaded files into and from which files will be imported.

 

Generic

 

 

ILG

 

 

LMG

 

• Import - Select to import the LMG (TXT) file from the folder specified here.

 

Metcash - IBA

 

A detailed step by step guide for the setup and export of the Scan/Sales Data to IBA can be found here.

 

• Download - Select to download the IBA Price Book (Host File)/Promotion file(s) into the Folder selected above.
   
• Once downloaded, the following files should appear in the Folder:
   
• iba_product_promotions.xml
• IBAPriceBook.zip
   
• The next step is to Import the downloaded files.
   
• Settings - Select to open the IBA Import/Export Settings screen to configure the Web connection settings to facilitate the downloading of IBA Price Book and Promotions file from IBA. Note : Web connection details will need to be obtained from IBA.
• Import - Select to locate the downloaded file, iba_product_promotions.xml, and import it. Once selected the import process will convert the iba_product_promotions.xml file into Price Book TXT files (namely, TMPB_CATEGORY.txt, TMPB_GROUP.txt, TMPB_MANUFACTURER.txt, TMPB_MASTERGROUP.txt, TMPB_PRODUCT.txt, TMPB_PROMOTION.txt, TMPB_SUPPLIER.txt and TMPB_SUPPLIERITEM.txt). Once converted these will then be imported and used to populate the Match Products and/or New Products tabs with the imported Products.

 

Retail - UCB

 

1. Import - Select to locate the CSV file to be imported, in the folder specified here. Note : Run the General Check and Check Defaults, on completion of the import of a Price Book.

 

Report Filters

 

• Product Group From/To - Select to open the Search Product Groups screen to select the From/To Product Group range selected. The range selected will impact on the Products reported.

 

Footer

 

• Match - Select from one of the following:
  
  
• Match by Barcode - Matches the Barcodes in the import file with Barcodes that exist in the SwiftPOS Back Office database.
• Match by Supplier Code - Matches the Supplier Code in the import file with Supplier Codes that exist in the SwiftPOS Back Office database.
• Match by Product Code - Matches the Product Code in the import file with Product Codes that exist in the SwiftPOS Back Office database.

• Commit - Select to send sales from a remote store to a head office when the remote store has it's own SwiftPOS Back Office database. Note : that most sites will not need to use this feature.
• Reports - Select from one of the following:
   

 

• Shop the Shop - This is used when you have a large Price Book file and wish to only use some of the Products from the file you can export the full Price Book file, import it into the PDA, scan the items you want to keep, export the data from the PDA and then import that file back using this screen and it will bring in ONLY the Products you scanned. Select from one of the following:
  
  
• Import from PDE - This option requires you to have imported the full Price Book Data into a test database, upload that data to the PDE from that database and then go around and scan the items as normal.
• Import from CSV File
• Export Data to PDA

• Close - Select to exit.

 

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Match Products Tab

 

 

 

Header

 

• The filters in the Header section of the screen can be used to limit the number of rows displayed in the grid. The filters include the following types:

• Drop Down Lists - The filter fields of this type are: Category and Group.
• Full/Partial Texts - The filter fields of this type are: Description and Code. The wildcard for searching is the "%" symbol. If you want to search for "Coke" and "ml" anywhere in the search then you can enter "Coke%ml" to find all the different sizes of Coke.

Grid

 

The grid displays the: Inventory Code, Description, Host ID and Description.

 

Footer

 

• Match - Select the Match button drop down list to select either the Match by Barcode or Match by Supplier code options. Once selected, Products in the grid that are matched will be removed from the grid. Note : When importing an IBA file, it is recommended to ONLY use either the Match by Barcode or Match by Supplier code options. Do NOT use Match by Product Code.
   

 

• Commit - Select to Commit the matched Products, that is those Products in the grid that have a value in the Host ID and Host Description columns.
   

 

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New Products Tab

 

 

Header

 

• The filters in the Header section of the screen can be used to limit the number of rows displayed in the grid. The filters include the following types:

• Drop Down Lists - The filter fields of this type are: Category and Group.
• Full/Partial Texts - The filter fields of this type are: Description and Code. The wildcard for searching is the "%" symbol. If you want to search for "Coke" and "ml" anywhere in the search then you can enter "Coke%ml" to find all the different sizes of Coke.

• Select All - Select to ensure all Products listed in the grid are selected.
• Product Count - Displays the number of rows in the grid.

 

Grid

 

The grid displays the: Selected, Host ID, Host Description, Product Group, Category PLU, Cost and Price Level.

 

Footer

 

• Commit - Select to ensure that all selected new Products are added to the SwiftPOS Product range.
   

 

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ILG Import Options

 

 

This above is an example of the Browse for File screen which opens when the ILG Import File button is selected.

 

The ILG Price Book will need to be manually downloaded from the ILG FTP Server at this point in time. This only works with a blank database.

Once you have downloaded the ILG Price Book you will need to import this data in to create the Price Book. This will allow you to select from a range of Products to import from the complete Price Book supplied by ILG. Follow the normal procedures after importing the file. This facility is mainly used for setting up new installations to create and maintain the master Products file.

 

Notes for testing:

 

You can select multiple files when importing (they have both a Price Book file and also a department file (Product Groups)

 

If you don't select the Department file I create groups based on the values found against the Products.

 

This process is also followed for Category as there is no mention of a Category file in the spec.

The supplied files highlighted an error, when importing both files, the dept file is processed first, and then the Product file. It is was initially assumed that all groups would be in the file however they are not, this is highlighted when the import process is complete but it cannot find a matching Product Group for several Products and causes an error when trying to import those Products. I have added checking for both the Product Groups and Categories to ensure they cannot be imported in this scenario.

 

 File Structure

 

 

The following defines each field in the downloaded data:

go to Site Map/Download Product, Order history etc/Product and Prices File

 

 

Example :

 

3008505;Whisky Scotch ;100 Pipers Scotch ;12;700ML ;spirit;9300776006680 ;307.74; ;0;;; ; ; ;15-10-2008;Fosters 8496

 

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UCB Product File Structure

 

Import File Structure

 

The UCB File import is primarily designed to import Products into a blank database. Note : Importing into an existing database is possible, but there is a risk of creating duplicate items in the database. This is because the barcode is used as the Product Code in the import process.

 

The following defines the fields available in the import file.

 

 

Example :

 

"9313857321220", "CTRY N70ZM MARINE BATTERY", "24", "GG", "auto", "131108", "EA", "10", 150.040, 234.450, 234.450, 01

 

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Related Topics

 

1. Data Export
2. Export/Import Price Book Operation
3. Import/Export Overview
4. Suppliers

 

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