Import from a Vendor Catalog

Data Import Wizard

If a vendor provides a catalog of items, you can use the Data Import Wizard to import or update your inventory items with that information. Once your import template mappings are set up for the vendor, they are remembered and automatically used for subsequent imports from the same vendor.

What's important about this capability?

- The vendor catalog must be provided in Excel format.

- On the first import you tell Point of Sale how to map the vendor's item field names to the Point of Sale item fields, and also the sheet and starting row in the file for the imported data. Point of Sale will then remember this information for future imports.

- You can initiate an import from the vendor's catalog from the I Want To menus in your vendor list or your item list.

To do the initial import from a vendor catalog:

1. From the File > Utilities menu, select Import Data.

OR

From the I Want To menu on the vendor record, select Import items from this vendor's catalog.

2. In the Data Import Wizard, select Inventory Items as the data type and then Vendor Catalog as the file type. If starting in the Wizard, specify the vendor name when prompted.

3. Browse to the catalog Excel file, and then enter the sheet, starting row, and mappings, how you wish duplicates to be handled, and a department name. Use the help links on the Data Import Wizard if you need assistance.

4. Follow the prompts to review and then complete the import.

Notes:

On subsequent imports from this vendor, assuming the catalog file is in the same format, you simply tell Point of Sale the vendor's name and where the file is located. The rest of the import mapping information is assumed to be the same as the initial import and happens automatically.