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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Import Complete</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
span.hcp1 { font-weight:bold; }
font.hcp2 { font-family:"Wingdings 3"; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Import Complete</p>
<p class="Help-Text"><span style="color: #0000ff;"><a href="data_import_using.htm">Overview</a></span> <span style="color: #c0c0c0;">|</span> <a href="data_import_template_tips.htm">Tips</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note">This information is applicable to the Import Complete page of the <span class="hcp1">Data Import Wizard</span>. From the File menu, select <span class="hcp1">Utilities <font face="Wingdings 3" class="hcp2"></font> Import</span>.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">When an import process is done, Point of Sale displays the complete page which again summarizes the results of the import and alerts you if any additional problems were found.</p>
<p class="Help-Text">Use the links on this page to review errors and recommendations. If a serious problem occurs, such as a loss of power during the procedure, the message will recommend that you restore from your backup file.</p>
<p class="Help-Text">You can also review the data import log at anytime by selecting <span class="hcp1">Utilities <font face="Wingdings 3" class="hcp2"></font> View Data Import Log</span> from the File menu.</p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Data Import Log</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
span.hcp1 { font-weight:bold; }
font.hcp2 { font-weight:bold; }
span.hcp3 { font-style:italic; }
tr.hcp4 { vertical-align:top; }
td.hcp5 { padding-left:1px;
padding-top:1px;
padding-right:1px;
padding-bottom:1px; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Data Import Log</p>
<p class="Help-Text"><span style="color: #0000ff;"><a href="data_import_using.htm">Data Import Wizard Overview</a></span> <span style="color: #c0c0c0;">|</span> <a href="data_import_template_tips.htm">Tips</a></p>
<p class="help-text">&#160;</p>
<p class="Help-Text">The Data Import Log provides a way for you to review the results of an import operation and to identify errors and records that were not imported.</p>
<p class="Help-Info-Line">To use the log:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <span class="hcp1">U</span><font class="hcp2">tilities</font> <font style="font-family: 'Wingdings 3'; font-weight: bold;" face="Wingdings 3"></font> <font class="hcp2">View Data Import Log</font> from the File menu (also available from the Complete screen of the Data Import Wizard).</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select a date, and optionally time, from the Available Logs column on the left. You have the following options in the log:</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List">The information for the selected import is shown in the window. Select <font class="hcp2">Show Errors Only</font> at the top of the window to make it easier to identify where errors occurred.</p>
</li>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List">Click a <font color="#0000FF">hyperlink</font> in an entry, if available, to take you to the corresponding program area where you can review the record in question.</p>
</li>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List">Select <font class="hcp2">Print</font> from the bottom of the window to print the log.</p>
</li>
</ul>
<ol start="3">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">When done, select <font class="hcp2">Close</font>.</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">If you used the default template, it is recommended that you also review the template (Filename: <span class="hcp1">QB POS</span> <font class="hcp2">v<span class="hcp3">n</span> Import Template.xls</font> in your C:\Documents and Settings\All Users\Documents\Intuit\Point of Sale <span class="hcp3">n</span>.0 folder, where <span class="hcp3">n</span> = version number) to ensure that data was imported correctly. You may see the following flags on the inventory sheet of the template file, depending on the <a href="dataimport_itemoptions.htm">item import option</a> you chose prior to importing:</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<table style="margin-left: 0.35pt;" cellspacing="0" width="312">
<tr class="hcp4">
<td style="width:40.38%;" class="hcp5">
<p class="Help-Text"><font class="hcp2">XL Dup</font> column</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
</td>
<td style="width:59.62%;" class="hcp5">
<p class="Help-Text">If the item is duplicated within the <span class="hcp1">QB POS v</span><span style="font-weight: bold; font-style: italic;">n</span> <span class="hcp1">I</span><font class="hcp2">mport Template.xls</font> file itself, the row number of the duplicate item is written in this column.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
</td>
</tr>
<tr class="hcp4">
<td style="width:40.38%;" class="hcp5">
<p class="Help-Text"><font class="hcp2">In QBPOS</font> column</p>
</td>
<td style="width:59.62%;" class="hcp5">
<p class="Help-Text">If the item is a duplicate of an item already in Point of Sale, then <font style="font-style: italic;">QBPOS</font> is written in this column.</p>
</td>
</tr>
</table>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Manage Import Field Mappings</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
span.hcp1 { font-weight:bold; }
font.hcp2 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Manage Import Field Mappings</p>
<p class="Help-Text"><span style="color: #0000ff;"><a href="data_import_using.htm">Overview</a></span> <span style="color: #c0c0c0;">|</span> <a href="data_import_template_tips.htm">Tips</a></p>
<p class="help-text">&#160;</p>
<p class="Help-Note">This information is applicable to the custom template mapping page of the <span class="hcp1">Data Import Wizard</span>. From the File menu, select <span class="hcp1">Utilities <font style="font-family: 'Wingdings 3';" face="Wingdings 3"></font> Import</span>.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">The Manage Mappings page allows you to create and/or edit the mapping of the data in your import file to the Point of Sale data fields.</p>
<p class="Help-Info-Line">To do this task:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">On the custom file selection page, select <span class="hcp1">A</span><font class="hcp2">dd New</font> from the <font class="hcp2">Choose File Mapping</font> drop down list to create a new mapping file.</p>
</li>
</ol>
<p class="Help-Indent">Or</p>
<p class="Help-Indent">Select an existing mapping file to edit from the drop-down list and select <font class="hcp2">Manage Mappings</font>.</p>
<ol start="2">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">For each applicable Point of Sale data field on the left, select the column or data field from your import file on the right from which data will be mapped to the Point of Sale field.</p>
</li>
</ol>
<ul style="list-style: disc;">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Select <span class="hcp1">Show all available fields</span> or <span class="hcp1">Hide advanced fields</span> at the bottom of the dialog to toggle between views as meets your needs. Many users won't need the advanced fields available. Select the Learn More link to see descriptions of all available fields.</p>
</li>
</ul>
<ol start="3">
<li class="p-Help-Steps">
<p class="Help-Steps">Once you have finished mapping data fields, select <span class="hcp1">Save</span> or <span class="hcp1">Save As</span> (to give new name) to make the template available for future use.</p>
</li>
</ol>
<p class="Help-Main-Topic-Links" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Heading-2">Custom Field Import (Pro)</p>
<p class="Help-Text">Point of Sale provides several custom data fields for each of customer, vendor, and item records (default names of Custom Field 1, Custom Field 2, etc.). If you map data from your import file to these custom fields, the data will be imported but will not be visible in Point of Sale until you have turned on and defined the fields. See <a href="../qbpos_fields/fields_custom.htm">Use Custom Fields</a> for more information.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Tips for Using the Data Import Wizard</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
span.hcp1 { color:#0000ff; }
span.hcp2 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Tips for Using the Data Import Wizard</p>
<p class="Help-Text"><span class="hcp1"><a href="data_import_using.htm">Data Import Wizard Overview</a></span> <span style="color: #c0c0c0;">|</span> <span class="hcp1"><a href="dataimport_instructions.htm">Import Instructions</a></span></p>
<p class="help-text">&#160;</p>
<p class="Help-Note"><span class="hcp2">Note</span>: This topic may refer to data types not applicable to your Point of Sale installation. For example, Point of Sale Free users cannot import customer, vendor, or item quantity information and Basic users cannot import item pictures.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">The following are useful tips, and answers to frequently asked questions, regarding the Data Import Wizard:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Check your import template to ensure required fields are filled (denoted on the default template and in the custom mappings page of the wizard).</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Save and close the import template before beginning the import.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Do not enter monetary symbols ($) in currency fields or change the format of the fields. These things will cause the import to fail.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If doing your first or a very large import, you may find it helpful to create a new company data file and import to that file to test before importing into your real company file. It is also strongly recommended you make a backup of your company data before an import (the wizard will give you the chance to do so).</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If the template file you are using has been provided by a vendor or outputted from another application, the field names (columns) may not match the Point of Sale field names. You will have to do one of these things in this case:</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Rename the fields/columns in your custom template to match those in Point of Sale (look at the default template for the data you are importing and match the names exactly).</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Copy and paste the information from the custom file into the default template provided with Point of Sale.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Create a custom import mapping, this tells Point of Sale how to match up the field names. If you import frequently from the same file format, such as from a vendor catalog, save the mapping file and associate it with the vendor for reuse.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Refer to the documentation in other applications for directions on how to export data to a file. Choose an Excel option or a comma delimited text file (.csv extension).</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Because different programs often store data differently, review the data before importing to make sure it is in the correct format for Point of Sale. For example, your previous software may have stored full customer names in one field. Point of Sale stores customers first and last names separately in different fields. Edit the data as necessary in the import file so that it is in the correct format. If using Point of Sale's default template you can get additional information about each field by placing your cursor on the red triangle in the upper-right corner of the applicable column heading.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If an imported item contains the same department, vendor, item name, attribute, and size as an existing item in Point of Sale, then the item will be imported with a number appended to the end of the <span class="hcp2">Item Name</span> field (e.g. "Hammer" and "Hammer1").</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If you use the default template file more than once to import data, make sure to clear any old data before entering new data and importing again. Otherwise, you may create duplicate records in Point of Sale.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If you need to change a value for a large number of records, consider <a href="export_datawizard.htm">exporting</a> the records to Excel, doing a global find and replace to update the value in Excel, and then re-importing. This procedure can be used to change the department name for a large group of items for example.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">(Pro) If you have enabled the multiple unit of measure feature, individual fields for each unit (UPC, alternate lookup, price, etc.) are added to the custom file mappings options.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">(Pro) You can enter on-hand quantities for all of your stores on the template at one time, saving time and effort.</p>
</li>
</ul>
<p class="Help-Main-Topic-Links"><a href="data_import_template_tips.htm">Return to top</a></p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Import Data Type</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
span.hcp1 { font-weight:bold; }
ul.hcp2 { list-style:disc; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Import Data Type</p>
<p class="Help-Text"><span style="color: #0000ff;"><a href="data_import_using.htm">Data Import Wizard Overview</a></span> <span style="color: #c0c0c0;">|</span> <a href="data_import_template_tips.htm">Tips</a></p>
<p class="help-text">&#160;</p>
<p class="Help-Note">This information is applicable to the data selection page of the <span class="hcp1">Data Import Wizard</span>. From the File menu, select <span class="hcp1">Utilities <font style="font-family: 'Wingdings 3';" face="Wingdings 3"></font> Import</span>.<br>
<br>
<span class="hcp1">Note</span>: This topic may refer to data types not applicable to your Point of Sale installation. For example, Point of Sale Free users cannot import customer, vendor, or item quantity information and Basic users cannot import item pictures.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">From this page, select the data type you wish to import: &#160;</p>
<ul class="hcp2">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted" style="font-weight: bold;">Inventory Items</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted" style="font-weight: bold;">Item Pictures &#160;<span style="font-weight: normal;">&#160;<a href="importexport_itempics.htm" style="font-weight: normal;">Learn more about this choice</a></span></p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp1">Vendors</span></p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp1">Customers</span></p>
</li>
</ul>
<p class="Help-Text">Only one data type can be imported at a time. Repeat the import procedure, making another selection, if you need to import more than data type.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Pro Multi-Store Note:</p>
<ul class="hcp2">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">At a remote store, only customers can be imported.</p>
</li>
</ul>
</body>
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Data Import Wizard Overview</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
span.hcp1 { color:#c0c0c0; }
span.hcp2 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Data Import Wizard <span style="background-color: #008000;">Overview</span></p>
<p class="Help-Text"><a href="dataimport_instructions.htm">Data Import Instructions</a> <span class="hcp1">|</span> <a href="data_import_template_tips.htm">Tips</a> <span class="hcp1">|</span> <a href="export_datawizard.htm">Data Export Wizard</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note"><span class="hcp2">Note</span>: This topic may refer to data types not applicable to your Point of Sale installation. For example, Point of Sale Free users cannot import customer, vendor, or item quantity information and Basic users cannot import item pictures.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">When you first begin using Point of Sale, you may already have existing customer, vendor, and/or item information in another application (other than QuickBooks Desktop financial software). Or, you may receive data from an outside source that you wish to enter into the program periodically, such as from your vendors.</p>
<p class="Help-Text">The Data Import Wizard is designed to spare you the time-consuming task of having to manually enter large amounts of existing data into Point of Sale, such as items, item pictures, customers and vendors, allowing you to import this data instead. This tool is particularly useful for:</p>
<ul>
<li class="p-Help-Nested-List" style="margin-left: -20px;">
<p class="Help-Nested-List">New users of Point of Sale who want to import data from another software application. The other software application must be able to export the data into an Excel spreadsheet or comma-delimited text file (.csv).</p>
</li>
<li class="p-Help-Nested-List" style="margin-left: -20px;">
<p class="Help-Nested-List">Existing users of Point of Sale who want to import data provided by vendors, such as catalog information or new pricing for new or existing inventory items</p>
</li>
</ul>
<p class="Help-Text">You can import data from:</p>
<ul>
<li class="p-Help-Nested-List" style="margin-left: -20px;">
<p class="Help-Nested-List">An Excel spreadsheet by copying and pasting into a predefined template we have supplied for you</p>
</li>
<li class="p-Help-Nested-List" style="margin-left: -20px;">
<p class="Help-Nested-List">A custom Excel spreadsheet in another format (generated by another program, from a vendor, or that you have created)</p>
</li>
<li class="p-Help-Nested-List" style="margin-left: -20px;">
<p class="Help-Nested-List">A comma-delimited text file (file extension must be .csv)</p>
</li>
<li class="p-Help-Nested-List" style="margin-left: -20px;">
<p class="Help-Nested-List">(Pro) A folder of picture files; on your computer or on a CD, DVD or other media. Special considerations apply to picture imports; click <a href="importexport_itempics.htm">here</a> to learn more.</p>
</li>
</ul>
<p class="Help-Text">Information from any of the above sources is mapped into the correct data fields in Point of Sale. If the imported data affects your inventory value (item cost or quantity), Point of Sale creates adjustment memos with an entry in the <span class="hcp2">Source</span> field of <span style="font-style: italic;">Import</span>.</p>
<p class="Help-Text">View the complete <a href="dataimport_instructions.htm">instructions</a> for using the wizard to import your data or select <span class="hcp2">H</span><font style="font-weight: bold;">elp</font> on each page of the wizard for additional information about the choices on that page.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<p class="Help-Text">(Basic, Pro) The Data Import option can be accessed from the <span class="hcp2">File <font style="font-family: 'Wingdings 3'; font-weight: bold;" face="Wingdings 3"></font> Utilities</span> menu on the <a href="../qbpos_help_and_support/help_wstypes.htm">Server Workstation</a> only.</p>
<p class="Help-Text">(Pro) In a multi-store configuration, remote stores can import only customers.</p>
<p class="Help-Text">&#160;</p>
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<p class="Help-Heading-1">Import from a Vendor Catalog</p>
<p class="Help-Text"><a href="data_import_using.htm">Data Import Wizard</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">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.</p>
<p class="Help-Info-Line">What's important about this capability?</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">The vendor catalog must be provided in Excel format.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">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.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">You can initiate an import from the vendor's catalog from the I Want To menus in your vendor list or your item list.</p>
</li>
</ul>
<p class="Help-Info-Line">To do the initial import from a vendor catalog:</p>
<ol class="hcp1">
<li class="p-Help-Steps">
<p class="Help-Steps">From the File &gt; Utilities menu, select <span class="hcp2">Import Data</span>.</p>
</li>
</ol>
<p class="Help-Indent">OR</p>
<p class="Help-Indent">From the I Want To menu on the vendor record, select <span class="hcp2">Import items from this vendor's catalog</span>.</p>
<ol start="2" class="hcp1">
<li class="p-Help-Steps">
<p class="Help-Steps">In the <a href="dataimport_instructions.htm">Data Import Wizard</a>, select <span class="hcp2">Inventory Items</span> as the data type and then <span class="hcp2">Vendor Catalog</span> as the file type. If starting in the Wizard, specify the vendor name when prompted.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Browse to the catalog Excel <span class="hcp2">file</span>, and then enter the <span class="hcp2">sheet</span>, <span class="hcp2">starting row</span>, and <span class="hcp2">mappings</span>, how you wish <span class="hcp2">duplicates</span> to be handled, and a <span class="hcp2">department</span> name. Use the help links on the Data Import Wizard if you need assistance.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Follow the prompts to review and then complete the import.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<p class="Help-Text">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.</p>
<p class="Help-Text">&#160;</p>
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<p class="Help-Heading-1" style="background-color: #008000;">Data Import File Type</p>
<p class="Help-Text"><span style="color: #0000ff;"><a href="data_import_using.htm">Data Import Wizard Overview</a></span></p>
<p class="help-text">&#160;</p>
<p class="Help-Note">This information is applicable to the import file type page of the <span class="hcp1">Data Import Wizard</span>. From the File menu, select <span class="hcp1">Utilities <font style="font-family: 'Wingdings 3';" face="Wingdings 3"></font> Import</span>.<br>
<span class="hcp1"><br>
Note</span>: This topic may refer to data types not applicable to your Point of Sale installation. For example, Point of Sale Free users cannot import customer, vendor, or item quantity information and Basic users cannot import item pictures.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">To properly import your information, the Data Import Wizard needs to know how you have or will prepare the data to be imported.</p>
<p class="Help-Text">Select one of the following:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp1">Default Template</span> The default template is a pre-formatted Excel spreadsheet that allows you to enter items, customers, and vendors on separate worksheets.</p>
</li>
<li class="p-Help-Nested-List" style="list-style: square;">
<p class="Help-Nested-List">Data entered into the appropriate worksheet columns is automatically mapped to the corresponding fields in Point of Sale.</p>
</li>
<li class="p-Help-Nested-List" style="list-style: square;">
<p class="Help-Nested-List">Only one data type is imported at a time even if there is data on multiple worksheets. Repeat the import for each data type if necessary.</p>
</li>
</ul>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font style="font-weight: bold;">Custom File</font> Select this option if you are using a custom Excel spreadsheet or a comma-delimited text file.</p>
</li>
<li class="p-Help-Nested-List" style="list-style: square;">
<p class="Help-Nested-List">You can create custom mappings from the import file to Point of Sale fields.</p>
</li>
<li class="p-Help-Nested-List" style="list-style: square;">
<p class="Help-Nested-List">It's a good idea to review the data format in a custom file to ensure it is comparable to Point of Sale's format. &#160;<a href="data_import_template_tips.htm">Tips</a></p>
</li>
</ul>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font><span class="hcp1">Vendor Catalog</span></font> Available only for item imports, select this option to use a template designed for electronic item catalogs you receive from your vendors to add or update item information.</p>
</li>
<li class="p-Help-Nested-List" style="list-style: square;">
<p class="Help-Nested-List">Specify the vendor and Point of Sale will remember the settings for that vendor, saving time on the next import of a catalog from the same vendor. In the future, you can initiate an import from a vendor catalog from the I Want To menu when viewing the vendor's record.</p>
</li>
</ul>
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<p class="Help-Heading-1" style="background-color: #008000;">Data Import Wizard Instructions</p>
<p class="Help-Text"><span style="color: #0000ff;"><a href="data_import_using.htm">Overview</a></span> <span style="color: #c0c0c0;">|</span> <a href="data_import_template_tips.htm">Tips</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note"><span class="hcp1">Note</span>: This topic may refer to data types not applicable to your Point of Sale installation. For example, Point of Sale Free users cannot import customer, vendor, or item quantity/cost information and Basic users cannot import item pictures.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Following is the basic procedure for using the wizard to import data. Select <span class="hcp1">H</span><font class="hcp2">elp</font> on each page of the wizard for additional information about the choices on that page.</p>
<p class="Help-Text">(Basic, Pro) If in network mode, the Data Import option can be accessed from the <span class="hcp1">File <font style="font-family: 'Wingdings 3'; font-weight: bold;" face="Wingdings 3"></font> Utilities</span> menu on the <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_serverworkstation">Server Workstation</a> only.</p>
<p class="Help-Text">(Pro) In a multi-store configuration, remote stores can import only customers.</p>
<p class="Help-Info-Line">To use the Data Import Wizard:</p>
<p class="Help-Text">It is recommended that you backup your company data file before importing.</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Export the data from another application, if necessary, to an Excel or comma-delimited text file. Refer to the application's documentation for instructions.</p>
</li>
</ol>
<p class="Help-Indent">If importing item pictures, continue <a href="importexport_itempics.htm">here</a>.</p>
<ol start="2">
<li class="p-Help-Steps">
<p class="Help-Steps">On your Point of Sale Server Workstation, select <font class="hcp2">Utilities</font> <font face="Wingdings 3" class="hcp3"></font> <font class="hcp2">Import</font> from the File menu.</p>
</li>
</ol>
<p class="Help-Indent">The Data Import Wizard is displayed. Read the overview material and select <span class="hcp1">Next</span>.</p>
<ol start="3">
<li class="p-Help-Steps">
<p class="Help-Steps">Select a data type to import, <span class="hcp1">Inventory Items</span>, <span class="hcp1">Item Pictures</span>, <span class="hcp1">Vendors</span>, or <span class="hcp1">Customers</span> and select <span class="hcp1">Next</span>. You can only import one data type at a time.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select the file type being used: &#160;the <span class="hcp1">Default Template</span> (Excel) provided with Point of Sale, a <span class="hcp1">Custom File</span> (Excel or text file), or <span class="hcp1">Vendor Catalog</span> (on item imports only), then select <span class="hcp1">N</span><font class="hcp2">ext</font>. &#160;<a href="dataimport_importsources.htm">What is the difference between these choices?</a></p>
</li>
</ol>
<p class="Help-Indent">We need to know the file type being used to continue:</p>
<p class="Help-Indent"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">Use the default template <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp4"></a></p>
<div class="droptext" id="POPUP247345972" style="display: none;">
<ol start="5" class="hcp5">
<li class="p-Help-Steps" style="list-style: decimal; margin-left: -20px;">
<p class="Help-Steps" style="margin-left: 11.85pt;">Read the information about how the tool works and then select <span class="hcp1">O</span><font class="hcp2">pen Import Template</font>.</p>
</li>
<li class="p-Help-Steps" style="list-style: decimal; margin-left: -20px;">
<p class="Help-Steps" style="margin-left: 11.85pt;">Enter information on the data worksheets included in the template (Vendors, Customers, and Inventory) as appropriate.</p>
</li>
</ol>
<ul class="hcp6">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List" style="margin-left: 0px; text-indent: 0px;">Clear any information left in the template from a previous import. Otherwise, you may create duplicates in Point of Sale and/or get error messages.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List" style="margin-left: 0px; text-indent: 0px;">View the general instructions on the Instructions worksheet, and follow the specific instructions on each data worksheet to complete it (click <a href="data_import_template_tips.htm">here</a> for additional tips about entering data). You do not need to use all three worksheets and only the data you actually enter into the template is imported (some fields are required as specified on the worksheets).</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List" style="margin-left: 0px; text-indent: 0px;">Don't leave blank rows and ensure you have entered values in the required fields (bright green).</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List" style="margin-left: 0px; text-indent: 0px;">Do not enter formulas in the fields; they will not work during the import.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List" style="margin-left: 0px; text-indent: 0px;">Do not change the format of the field. For example, if a numeric field is changed to a text format, the import will fail.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List" style="margin-left: 0px; text-indent: 0px;">You can close the Data Import Wizard while you work on your spreadsheet and return to the same page when ready to continue.</p>
</li>
</ul>
<ol start="7" class="hcp5">
<li class="p-Help-Steps" style="list-style: decimal; margin-left: -20px;">
<p class="Help-Steps" style="margin-left: 11.85pt;">When done entering information, <span class="hcp1">Save</span> the template and close it. Do not change the template name.</p>
</li>
<li class="p-Help-Steps" style="list-style: decimal; margin-left: -20px;">
<p class="Help-Steps" style="margin-left: 11.85pt;">Return to the Data Import Wizard, and select <span class="hcp1">N</span><font class="hcp2">ext</font>.</p>
</li>
<li class="p-Help-Steps" style="list-style: decimal; margin-left: -20px;">
<p class="Help-Steps" style="margin-left: 17px;">Select the options for how you wish the wizard to identify duplicate records and how you want to handle them and then select <span class="hcp1">N</span><font class="hcp2">ext</font>. &#160;<a href="dataimport_itemoptions.htm">Learn more</a>.</p>
</li>
</ol>
<p class="Help-Indent">The Wizard analyzes the import file and displays the status, including any errors found. <a href="dataimport_preview.htm">Learn more</a>.</p>
<ol start="10" style="list-style: decimal;">
<li class="p-Help-Steps" style="margin-left: -20px;">
<p class="Help-Steps" style="margin-left: 18px;">Review the information on this window and the notes below for help in resolving errors before continuing.</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">If errors were found, click the link to view them in the Import Log. If the errors are serious you will want to cancel the import and go back and fix them in the import file. If they are not serious, you can continue at your discretion and make minor edits later in Point of Sale.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">If you did not back up your company data before beginning, it is strongly recommended that you select the check box to do so now.</p>
</li>
</ul>
<ol start="11">
<li class="p-Help-Steps" style="list-style: decimal; margin-left: -20px;">
<p class="Help-Steps" style="margin-left: 18px;">If ready to continue, have other workstations exit Point of Sale, and then select Import. <a href="data_import_error_handling.htm">Learn more</a>.</p>
</li>
<li class="p-Help-Steps" style="list-style: decimal; margin-left: -20px;">
<p class="Help-Steps" style="margin-left: 17px;">After the import is complete, select <font class="hcp2">Utilities</font> <font face="Wingdings 3" class="hcp3"></font> <font class="hcp2">View Data Import</font> <span class="hcp1">L</span><font class="hcp2">og</font> from the File menu,if you want to <a href="data_import_log.htm">review</a> the import information, including errors and records not imported.</p>
</li>
</ol>
</div>
<p class="Help-Indent"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">Use a custom file or vendor catalog <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp4"></a></p>
<div class="droptext" id="POPUP185374742" style="display: none;">
<ol start="5" class="hcp5">
<li class="p-Help-Steps" style="list-style: decimal; margin-left: -20px;">
<p class="Help-Steps" style="margin-left: 11.85pt;">Browse to the file containing the data you wish to import and select it. If importing from a text file, the file must have a .csv extension.</p>
</li>
<li class="p-Help-Steps" style="list-style: decimal; margin-left: -20px;">
<p class="Help-Steps" style="margin-left: 11.85pt;">Select which sheet contains the data to import (Excel format only) and which row on the sheet contains the first line of data to import (Excel or .csv format, do not include any heading rows.).</p>
</li>
<li class="p-Help-Steps" style="list-style: decimal; margin-left: -20px;">
<p class="Help-Steps" style="margin-left: 11.85pt;">Choose a file mapping to use or select <span class="hcp1">Add New</span> and specify how the Data Import Wizard is to import your data. <a href="data_import_manage_mappings.htm">Learn more</a>. When done defining mappings, select <font class="hcp2">Next</font> to continue.</p>
</li>
<li class="p-Help-Steps" style="list-style: decimal; margin-left: -20px;">
<p class="Help-Steps" style="margin-left: 11.85pt;">Select the options for how you wish the wizard to identify duplicate records and how you want to handle them and then select <span class="hcp1">N</span><font class="hcp2">ext</font>. &#160;<a href="dataimport_itemoptions.htm">Learn more</a>.</p>
</li>
</ol>
<p class="Help-Indent">The Wizard analyzes the import file and displays the status, including any errors found. <a href="dataimport_preview.htm">Learn more</a>.</p>
<ol start="9" class="hcp5">
<li class="p-Help-Steps" style="list-style: decimal;">
<p class="Help-Steps">Review the information on this window and the notes below for help in resolving errors before continuing.</p>
</li>
</ol>
<ul class="hcp6">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">If errors were found, click the link to view them in the Import Log. If the errors are serious you will want to cancel the import and go back and fix them in the import file. If they are not serious, you can continue at your discretion and make minor edits later in Point of Sale.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">If you did not back up your company data before beginning, it is strongly recommended that you select the check box to do so now.</p>
</li>
</ul>
<ol start="11" class="hcp5">
<li class="p-Help-Steps" style="list-style: decimal;">
<p class="Help-Steps">If ready to continue, have other workstations exit Point of Sale, and then select Import. <a href="data_import_error_handling.htm">Learn more</a>.</p>
</li>
<li class="p-Help-Steps" style="list-style: decimal;">
<p class="Help-Steps">After the import is complete, select <font class="hcp2">Utilities</font> <font face="Wingdings 3" class="hcp3"></font> <font class="hcp2">View Data Import</font> <span class="hcp1">L</span><font class="hcp2">og</font> from the File menu,if you want to <a href="data_import_log.htm">review</a> the import information, including errors and records not imported.</p>
</li>
</ol>
</div>
<p class="Help-Text">&#160;</p>
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<p class="Help-Heading-1" style="background-color: #008000;">Import Duplicate Record Options</p>
<p class="Help-Text"><span style="color: #0000ff;"><a href="data_import_using.htm">Overview</a></span> <span style="color: #c0c0c0;">|</span> <a href="data_import_template_tips.htm">Tips</a></p>
<p class="help-text">&#160;</p>
<p class="Help-Note">This information is applicable to the duplicate records page of the <span class="hcp1">Data Import Wizard</span>. From the File menu, select <span class="hcp1">Utilities <font style="font-family: 'Wingdings 3';" face="Wingdings 3"></font> Import</span>.<br>
<br>
<span class="hcp1">Note</span>: This topic may refer to data types not applicable to your Point of Sale installation. For example, Point of Sale Free users cannot import customer, vendor, or item quantity information and Basic users cannot import item pictures.</p>
<p class="help-text">&#160;</p>
<p class="Help-Text">Before the import begins, you have the opportunity to specify how you want to handle potential duplicate records. If you are importing data for the first time as you set up Point of Sale, you probably don't want to allow a duplicate record to be imported. On the other hand, if you are importing to update your records, such as when importing from a vendor catalog with updated prices, you might want to allow the import to update at least some of the information for the existing items.</p>
<p class="Help-Text">Each record type (inventory items, vendors and customers) allows you to specify which fields are used to identify duplicates and how you want to handle the import of those records. For example, inventory item duplicates can be identified by their UPC, Alternate Lookup, or Item numbers.</p>
<p class="Help-Text">The available options are:</p>
<p class="Help-Heading-2"><font class="hcp2">During import, what field should Point of Sale use to determine if a record already exists?</font></p>
<ul class="hcp3">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Specify how duplicate records should be determined.</p>
</li>
</ul>
<p class="Help-Indent">Choices vary by data type. For example, if importing items and you select UPC to identify duplicates, then when the UPC of an item being imported matches the UPC for an existing item, Point of Sale will detect it and handle it by whatever method you specify below.</p>
<p class="Help-Heading-2">What action should be taken when duplicate records are detected during import?</p>
<p class="Help-Text">Select an action for when duplicate records are detected:</p>
<p class="Help-Text" style="font-weight: bold;"><img src="../image/import_duplicates.gif" alt="Import Wizard" title="Import Wizard" width="280" height="88" border="0" class="hcp4"></p>
<ul class="hcp3">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp1">Prompt me and let me decide</span> With this option selected, the import will pause when a duplicate record is identified so that you can determine how to handle each instance.</p>
</li>
</ul>
<ul class="hcp3">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font class="hcp2">Keep existing data and discard import data</font> With this option selected, the tool will NOT overwrite an existing Point of Sale record with the information from the import file. Such items are marked in the <a href="data_import_log.htm">import log</a> for your review later.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font class="hcp2">Replace existing data with import data, <span class="hcp5">ignoring</span> blank fields</font> With this option selected, blank fields in the import file will not overwrite fields in the current record that contain information. All fields in the import file that have an entry will overwrite the existing Point of Sale values. Point of Sale will generate <a href="../qbpos_adjustments/memo1318.htm">adjustment memos</a> as necessary, with a <span class="hcp1">Source</span> field entry of <span class="hcp6">Import</span>, if the overwritten data affects inventory valuation (quantity or cost values). &#160;<a class="dropspot" href="javascript:TextPopup(this)" id="a1">Example<img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp4"></a></p>
<div class="droptext" id="POPUP252804881" style="display: none;">
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<col style="width: 100%;">
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<td style="width: 100%; padding-right: 10px; padding-left: 10px;">
<p class="Help-Text">You receive updated item cost information from a vendor. On the import file, you should enter only the required information to identify the item (department, and UPC, alternate lookup, or item number as selected above) and the new cost values that you want imported into Point of Sale. Leave all other fields blank and they will not be imported.</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div></li>
</ul>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font class="hcp2">Replace existing data with import data, <span class="hcp5">including</span> blank fields</font> With this option selected, blank fields in the import file will overwrite fields in the current record that contain information (thus leaving the field blank). Point of Sale will generate <a href="../qbpos_adjustments/memo1318.htm">adjustment memos</a> as necessary, with a <span class="hcp1">Source field entry of</span> <span class="hcp6">Import</span>, if the overwritten data affects inventory valuation (quantity or cost values).</p>
</li>
</ul>
<p class="Help-Warning" style="margin-left: 24px;"><img src="../image/warning_icon_small.gif" alt="Warning" title="Warning" width="24" height="25" border="0" class="hcp4"> &#160;<span class="hcp1">Warning</span>: Be very careful with this choice. Ensure that any field you don't want blanked out has a value entered in the import file. Note:When importing items, this option is ignored for Item numbers.</p>
<p class="Help-Text" style="font-weight: bold;">&#160;</p>
<p class="Help-Heading-2">(Item Import only) &#160;If an item has no department specified in the import file, what department should Point of Sale assign it to?</p>
<ul class="hcp3">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Select one of your <a href="../qbpos_departments/deptsoverview.htm">departments</a> from the drop-down list. After the import is completed you can review and change the assigned department if necessary.</p>
</li>
</ul>
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<p class="Help-Heading-1" style="background-color: #008000;">Preview Import Results</p>
<p class="Help-Text"><span style="color: #0000ff;"><a href="data_import_using.htm">Overview</a></span> <span style="color: #c0c0c0;">|</span> <a href="data_import_template_tips.htm">Tips</a></p>
<p class="help-text">&#160;</p>
<p class="Help-Note">This information is applicable to the import preview page of the <span class="hcp1">Data Import Wizard</span>. From the File menu, select <span class="hcp1">Utilities <font style="font-family: 'Wingdings 3';" face="Wingdings 3"></font> Import</span>.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Point of Sale checks the import file and displays a summary of the records to be imported. This provides you an opportunity to verify and correct any errors before actually importing records.</p>
<p class="Help-Text">We recommend you review the information on this page carefully and click any links that explain possible import errors.</p>
<p class="Help-Text">This page displays:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">The number of valid records in the import file.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">The number of records that will be added to Point of Sale.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">The number of records that will be updated in Point of Sale.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Whether or not any errors were found in the records and a link to the <a href="data_import_log.htm">import log</a> to view them.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">An option to back up your company data before importing. It is highly recommended that you do so.</p>
</li>
</ul>
<p class="Help-Text">Select <span class="hcp1">Cancel</span> or <span class="hcp1">Previous</span> if you need to correct errors in your import file before proceeding. To proceed with data import, select <font style="font-weight: bold;">Import</font>.</p>
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<p class="Help-Heading-1" style="background-color: #008000;">Custom Import File Specifications</p>
<p class="Help-Text"><span style="color: #0000ff;"><a href="data_import_using.htm">Overview</a></span> <span style="color: #c0c0c0;">|</span> <a href="data_import_template_tips.htm">Tips</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note">This information is applicable to the custom file page of the <span class="hcp1">Data Import Wizard</span>. From the File menu, select <span class="hcp1">Utilities <font style="font-family: 'Wingdings 3';" face="Wingdings 3"></font> Import</span>.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Use this page to specify the custom import file location and name, the worksheet the data is on, and to select or create a custom mapping file.</p>
<p class="Help-Text">The available options are:</p>
<p class="Help-Info-Line">Identify the information to be imported:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font class="hcp2">Choose which file to import</font></p>
</li>
</ul>
<p class="Help-Indent">Select <span class="hcp1">Browse</span> to locate the file containing the data you wish to import into Point of Sale.</p>
<p class="Help-Indent">To import a text file, be sure the file has a <font class="hcp2">csv</font> extension (rename the file if necessary) and change the selection to <font class="hcp2">csv</font> in the <font class="hcp2">Files of Type</font> drop-down list in the <font class="hcp2">Open a File</font> dialog. Selecting the correct file you will use for this map will affect the options available when assigning data fields to the map.</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font class="hcp2">Data is on sheet</font></p>
</li>
</ul>
<p class="Help-Indent">If you have selected an Excel file as the data source for the import, identify which worksheet contains the data you wish to import.</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font class="hcp2">Data starts on row</font></p>
</li>
</ul>
<p class="Help-Indent">Identify the first row or line containing the actual data to be imported. Do not include any heading rows when specifying the starting row.</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font class="hcp2">Choose file mapping</font></p>
</li>
</ul>
<p class="Help-Indent">Select an existing mapping template or <span class="hcp1">Manage Mappings</span> to create a new template. <a href="data_import_manage_mappings.htm">Tell me more about managing mapping templates.</a></p>
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<title>Export Point of Sale List Data</title>
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<p class="Help-Heading-1">Export Point of Sale List Data</p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_officeintegration.htm">Office Integration Overview</a> <span class="hcp1">|</span> <a href="data_import_using.htm">Import Data</a> <span class="hcp1">|</span> <a href="../qbpos_reports_and_sales_charts/reports07.htm">Export Reports</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note"><span class="hcp2">Note</span>: This topic may refer to data types not applicable to your Point of Sale installation. For example, Point of Sale Free users cannot export customer, vendor, or item quantity/cost information and Basic users cannot export item pictures.<span class="hcp2"><br>
<br>
Note</span>: Excel must be installed on the workstation using this option.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">The Data Export Wizard walks you through exporting list data to an Excel spreadsheet, where you can then utilize Excel's features to further manipulate the data. You can choose to export all records in a list, all records currently displayed in a filtered list, or only selected records.</p>
<p class="Help-Text">Export templates determine the data fields included in the export and how that data appears in columns in Excel. A default template is provided for each record type. You can customize the default templates or create and save new ones to meet your needs.</p>
<p class="Help-Info-Line">What would you like help with?</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">Export records directly from a list (customers, vendors, items, departments, employees) <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp3"></a></p>
<div class="droptext" id="POPUP243488964" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp4">
<col style="width: 100%;">
<tr class="hcp5">
<td style="width:100%;" class="hcp6">
<ol class="hcp7">
<li class="p-Help-Steps">
<p class="Help-Steps">Display the list you wish to export and filter, sort, or select the records you wish to export.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">From the I Want To menu, select <span class="hcp2">Export to Excel</span>. The Export Data Wizard is opened.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Specify the records you want to export (selected, entire list, etc.) and select <span class="hcp2">Next</span>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select a destination Excel file (.xls format) for the exported data:</p>
<p class="Help-Indent"><a class="dropspot" href="javascript:TextPopup(this)" id="a4">View example screen <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp3"></a></p>
<div class="droptext" id="POPUP244352714" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp4">
<col style="width: 100%;">
<tr class="hcp5">
<td style="width:100%;" class="hcp6">
<p><img src="../image/export_datawiz.gif" alt="Data Export Wizard" width="372" height="272" border="0" class="hcp3"></p>
<p class="Help-Text" style="font-size: 8pt; font-style: italic; text-align: center;"><span class="hcp8">Sample Customer Export Screen</span></p>
<p>&#160;</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<ul class="hcp9">
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List">Accept the default location and file name, or</p>
</li>
</ul>
<ul class="hcp9">
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List">Enter a location and file name to create a new file, or</p>
</li>
</ul>
<ul class="hcp9">
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List">Browse to an existing custom file that will receive the exported information</p>
</li>
</ul>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select the <a class="popupspot" href="JavaScript:hhctrl.TextPopup('Spreadsheets can contain multiple worksheets. These settings control which worksheet and at which row on that worksheet the data will be sent. /r/n/r/nIf no selections are made, data will start on the first row of the first worksheet.','Arial,10',10,10,00000000,0xc0ffff)">worksheet and starting row number</a> in the spreadsheet file that you want to receive the data. The column headers will begin on the row you specify.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select the export template that you wish to use. The default template for the record type is suggested. Select <span class="hcp2">Manage Templates</span> to review, edit or create export templates.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp2">Next</span>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Continue following the on-screen prompts to complete the export.</p>
</li>
</ol>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a3">Export customers from the Customer Center <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp3"></a> (provides additional options for filtering by customer sales history)</p>
<div class="droptext" id="POPUP186793190" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp4">
<col style="width: 100%;">
<tr class="hcp5">
<td style="width:100%;" class="hcp6">
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">On the home page Navigator, click <span class="hcp2">Customer Center</span>. The Customer Center is opened.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">In the Reach Out to Your Customers section, click <span class="hcp2">Export list to a file</span>. The Export Wizard is opened. Make entries as needed on the following wizard pages. Click <span class="hcp2">Next</span> on each when ready to move to the next page.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps"><span class="hcp2">Select Customers:</span> Select one of the choices on which to filter your customer list. <a class="dropspot" href="javascript:TextPopup(this)" id="a6">View example screen <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp3"></a></p>
<div class="droptext" id="POPUP242882414" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp4">
<col style="width: 100%;">
<tr class="hcp5">
<td style="width:100%;" class="hcp6">
<p class="Help-Text"><img src="../image/custcenter_exportlist.gif" alt="Customer Center - Export List to Excel" width="420" height="308" border="0" class="hcp3"></p>
</td>
</tr>
</table>
<p>&#160;</p>
</div></li>
</ol>
<ul>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List"><span class="hcp2">Recent Purchase</span>Include only customers that have made a purchase in the last <span class="hcp10">x</span> number of days (enter x).</p>
</li>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List"><span class="hcp2">No Activity</span>Contact only customers that haven't made a purchase in <span class="hcp10">x</span> number of days (enter x). Optionally, you can also elect to include only those customers that have made at least one purchase from you anytime.</p>
</li>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List"><span class="hcp2">Merchandise Interest</span>Contact only customers that have made a purchase from a particular department or vendor. Click the <span class="hcp2">Select Department/Vendor</span> button to specify which department/vendor. Optionally, you may limit the sales period to the last x number of days.</p>
</li>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List"><span class="hcp2">Custom</span>Create list based on filter criteria you enter.</p>
</li>
</ul>
<ol start="4" class="hcp7">
<li class="p-Help-Steps" style="font-weight: normal;">
<p class="Help-Steps" style="font-weight: normal;"><span class="hcp2">Custom Filter Pages</span>: Displayed only if you selected <span class="hcp2">Custom</span> above. <a href="../qbpos_basic_procedures/basic306.htm" style="font-weight: normal;">Learn more about using filters</a></p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List">On the first page,enter filter criteria for information stored in your customer records (city, ZIP Code, customer type, reward program members, charge account customers, etc.).</p>
</li>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List">On the second page, enter criteria to filter for information contained in your customer sales history.</p>
</li>
</ul>
<ol start="5" class="hcp7">
<li class="p-Help-Steps">
<p class="Help-Steps"><span class="hcp2">Review Customer List</span>: This page displays the list of customers resulting from your previous entries and provides an opportunity to remove customers. &#160;By default, all customers in this proposed list are selected for inclusion in the final list (<img src="../image/checkbox_icon.gif" alt="Checkbox indicating a selected customer" width="12" height="11" border="0" class="hcp3"> = selected). Remove customers by clearing their checkboxes. Clear/select checkboxes by clicking on them or by using the button options on the right.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps"><span class="hcp2">Destination File and Export Template</span>: <a class="dropspot" href="javascript:TextPopup(this)" id="a7">View example screen <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp3"></a></p>
<div class="droptext" id="POPUP242319358" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp4">
<col style="width: 100%;">
<tr class="hcp5">
<td style="width:100%;" class="hcp6">
<p><img src="../image/export_datawiz.gif" alt="Data Export Wizard" width="372" height="272" border="0" class="hcp3"></p>
<p class="Help-Text" style="font-size: 8pt; font-style: italic; text-align: center;"><span class="hcp8">Sample Customer Export Screen</span></p>
<p>&#160;</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div></li>
</ol>
<ul class="hcp11">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Select a destination Excel file (.xls format) for the exported data:</p>
</li>
<li style="list-style: none; display: inline;">
<ul style="list-style: square;">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Accept the default location and file name, or</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Enter a location and file name to create a new file, or</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Browse to an existing custom file that will receive the exported information</p>
</li>
</ul>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Select the <a class="popupspot" href="JavaScript:hhctrl.TextPopup('Spreadsheets can contain multiple worksheets. These settings control which worksheet and at which row on that worksheet the data will be sent. /r/n/r/nIf no selections are made, data will start on the first row of the first worksheet.','Arial,10',10,10,00000000,0xc0ffff)">worksheet and starting row number</a> in the spreadsheet file that you want to receive the data. The column headers will begin on the row you specify.</p>
</li>
<li class="p-Help-Nested-List" style="list-style: square;">
<p class="Help-Nested-List">Select the export template that you wish to use. The default template for the record type is suggested. Select <span class="hcp2">Manage Templates</span> to review, edit or create export templates.</p>
</li>
</ul>
<ol start="7" class="hcp7">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp2">Next</span> and continue following the on-screen prompts to complete the export.</p>
</li>
</ol>
<p class="Help-Steps">&#160;</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Text"><a href="importexport_itempics.htm">Export item pictures</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul class="hcp11">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">You can also select <span class="hcp2">Utilities <font style="font-family: 'Wingdings 3'; font-weight: bold;" face="Wingdings 3"></font> Export</span> from the File menu without displaying a list first. You can choose to export any of your lists or your item pictures. &#160;&#160;&#160;However, the entire list is always exported with this selection.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/reports_export_large.htm');return false;">Excel Worksheet Display Limit<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp3"></a></p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="../qbpos_customers/cust_center.htm">Customer Center</a></p>
<p class="Help-Text"><a href="../qbpos_customers/cust_email_mktg.htm">E-mail Marketing from Point of Sale</a></p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_write_letters.htm">Write Letters from Point of Sale</a></p>
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<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Manage Export Templates</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1">Manage Export Templates</p>
<p class="Help-Text"><a href="export_datawizard.htm">Export Data</a> | <a href="../qbpos_reports_and_sales_charts/reports07.htm">Export Reports</a> <span style="color: #c0c0c0;">|</span> <a href="data_import_using.htm">Import Data</a></p>
<p class="help-text">&#160;</p>
<p class="Help-Note">This information is applicable to the <span class="hcp1">Export Templates</span> dialog, accessed from the <a href="export_datawizard.htm">Export Data Wizard</a>.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Use this window to review or change the way in which list data is sent to Excel when exporting. You can edit the default export template or create and save any number of custom templates for each data type.</p>
<p class="Help-Text" style="text-align: center;"><img src="../image/export_templates.gif" alt="" style="border: none;" width="305" height="308" border="0"></p>
<p class="Help-Info-Line">To review or customize a template:</p>
<ol class="hcp2">
<li class="p-Help-Steps">
<p class="Help-Steps">Select an existing template from the drop-down list at the top of the window. If you are creating a new template, you can select any existing template as the starting point.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">In the list of available data fields:</p>
</li>
</ol>
<ul style="list-style: disc;">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Select or clear the check box next to a field to include or exclude it from the export respectively.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Use the <span class="hcp1">Select All</span> and <span class="hcp1">Unselect All</span> buttons to quickly select or clear the checkboxes for all fields.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Select a field and then use the <span class="hcp1">Move Up</span> and <span class="hcp1">Move Down</span> buttons to rearrange the order of fields. The field order, top to bottom, will correspond to the left to right order on the Excel spreadsheet.</p>
</li>
</ul>
<ol start="3" class="hcp2">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp1">Save</span> to save your template changes with the same name or <span class="hcp1">Save As</span> to enter and save with a new name.</p>
</li>
</ol>
<p class="Help-Info-Line">To delete a template:</p>
<ol class="hcp2">
<li class="p-Help-Steps">
<p class="Help-Steps">Select the template from the drop-down list at the top of the window.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp1">Delete</span>.</p>
</li>
</ol>
</body>
</html>

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<title>Import or Export Item Pictures</title>
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<p class="Help-Heading-1">Import or Export Item Pictures</p>
<p class="Help-Text"><a href="../qbpos_inventory/inven_itempics.htm">Use Item Pictures</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
color: #800000;">Pro</p>
</div>
<p class="Help-Text">If you are using item pictures, you can import and associate pictures for multiple items at once instead of assigning them one-by-one on item records. Likewise, you may have need to export the item pictures you have in Point of Sale for some other use. The Data Import Wizard and Data Export Wizards in Point of Sale make these tasks easy.</p>
<p class="Help-Text">In a multi-store configuration, if you want to send item pictures from Headquarters to remote stores, you can do it in a Store Exchange file instead <a href="../qbpos_multi_store/stex_preparepics.htm">Learn more</a></p>
<p class="Help-Info-Line">What do you want help with?</p>
<p class="Help-Text"><a href="#Importing_Item_Pics">Import Item Pictures</a></p>
<p class="Help-Text"><a href="#Exporting_Item_Pics">Export Item Pictures</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2"><a name="Importing_Item_Pics" id="Importing_Item_Pics"></a>Importing Item Pictures</p>
<p class="Help-Text">In the import process, Point of Sales associates pictures to items by matching the file names of the pictures to specific item information. The file names of the pictures to be imported must match one of the item information field or fields listed below, as well as meeting other formatting requirements. Point of Sale can then automatically associate the imported pictures to your existing items.</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">Example picture file names <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP186819726" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p class="Help-Text">Imported picture files must be named to match one of the following item information field formats:</p>
<ul class="hcp5">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp6">Item Name_Attribute_Size</span> (if using styles, lets you associate a different picture with each style item)</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp6">Item Name</span> (if using styles, associates the same picture(s) with all style items)</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted" style="font-weight: bold;">UPC</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp6">Alternate Lookup</span></p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted" style="font-weight: bold;">Item Number</p>
</li>
</ul>
<p class="Help-Info-Line">Example: To import a picture for this item...</p>
<p><img src="../image/inven_itemlist.gif" alt="Item List" width="340" height="29" border="0" class="hcp1"></p>
<p class="Help-Info-Line">The filename could be any of the following:</p>
<p class="Help-Indent">sweatpants_red_sml.jpg</p>
<p class="Help-Indent">sweatpants.jpg</p>
<p class="Help-Indent">109.jpg</p>
<p class="Help-Indent">ad142558s.jpg</p>
<p class="Help-Indent">1234567891234.jpg</p>
<p class="Help-Text">This example assumes a JPG file format. Other formats (extensions) that can be imported include BMP, GIF, and TIF.</p>
<p class="Help-Text">Filenames for importing are not case-sensitive. Either upper or lower-case filenames can be used.</p>
<p class="Help-Text">If importing both default and alternate pictures at the same time, add _def or _1 and _alt or _2 to each filename, like this:</p>
<p class="Help-Text">Default Picture: &#160;&#160;&#160;&#160;sweatpants_red_sml_def.jpg</p>
<p class="Help-Text">Alternate Picture: &#160;sweatpants_red_sml_alt.jpg</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">If you export item pictures, the exported files will be named in one of the same formats (your choice).</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a4">Picture file formats and attributes <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP186887876" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p>You can assign or import pictures in JPG, GIF, BMP and TIF formats. However, Point of Sale converts and stores all pictures in the JPG format.</p>
<p>The maximum picture size is 500 pixels by 500 pixels. If you attempt to add a picture larger than this, Point of Sale will resize it to this dimension. Since these pictures are intended for viewing on your computer monitor, the recommended resolution is 72 dpi. Higher resolutions will increase file sizes, which in turn increases disk space and loading time.</p>
<p>Picture file information is preserved when the picture is brought into Point of Sale. Additionally, information for the picture name, size, and last edit date is also saved.</p>
<p><span class="hcp6">Tip</span>: Many graphics programs will batch process images to the specific sizes, resolution and format required. Check the documentation of graphics programs you have available to you to see if they are capable of doing his time-saving work.</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Info-Line">To import item pictures:</p>
<ol class="hcp7">
<li class="p-Help-Steps">
<p class="Help-Steps">From the File menu, select <span class="hcp6">Utilities &gt; Import</span> and select <span class="hcp6">Item Pictures</span> as the data type.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Specify the location of the picture files and which item information fields have been used to name the picture files (see example filenames above) and then select <span class="hcp6">Next</span>.</p>
</li>
</ol>
<ol start="3" class="hcp7">
<li class="p-Help-Steps">
<p class="Help-Steps">Specify if you are importing default item pictures only, alternate pictures only, or both default and alternate pictures and select <span class="hcp6">Next</span>.</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List">If you are importing both default and alternate pictures at the same time, you must include _def or _1 at the end of the filename for the default pictures, and _alt or _2 at the end of the filename for the alternate pictures. See example filenames above.</p>
</li>
</ul>
<ol start="4" class="hcp7">
<li class="p-help-text">
<p class="help-text">Specify what Point of Sale should do if an item already has a picture associated with it (replace existing, keep existing, or prompt you for decision) and select <span class="hcp6">Next</span>.</p>
</li>
</ol>
<ul class="hcp5">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">A summary of the pictures found at the specified location is displayed for your review before the import is started. If pictures cannot be matched to items, an alert and list of the files is displayed. Review the file list and rename the affected picture files in one of the filename formats listed above.</p>
</li>
</ul>
<ol start="5" class="hcp7">
<li class="p-Help-Steps">
<p class="Help-Steps">When ready to proceed, select <span class="hcp6">Import</span>. Point of Sale confirms the import was completed.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp6">Finish</span>.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Text"><a href="importexport_itempics.htm">Return to top</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2"><a name="Exporting_Item_Pics" id="Exporting_Item_Pics"></a>Exporting Item Pictures</p>
<p class="Help-Text">There are two methods of exporting item pictures from Point of Sale. In both instances, pictures are only exported in JPG format. If the location to which you are exporting the picture(s) contains a file with the same name as that being exported, Point of Sale will prompt you to overwrite or keep the existing picture file.</p>
<p class="Help-Info-Line">To export individual pictures by dragging-and-dropping:</p>
<ol class="hcp7">
<li class="p-Help-Steps">
<p class="Help-Steps">Arrange your desktop so that you have both the destination location (Windows Explorer window) and the Item Pictures section of the item record (or the Inventory Picture Album) visible on your screen side-by-side.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click the picture in Point of Sale with your left mouse button and hold down the button.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Drag your mouse pointer to the location you wish the to export the file and release the mouse button.</p>
</li>
</ol>
<p class="Help-Text">A copy of the picture is created in the destination folder.</p>
<p class="Help-Info-Line">To export multiple pictures:</p>
<p class="Help-Text">You can export a number of pictures at once using the Data Export Wizard. Exporting item pictures differs from other data exports in that a separate file is created for each item picture being exported in a folder or location you specify.</p>
<ol class="hcp7">
<li class="p-Help-Steps">
<p class="Help-Steps">From the Point of Sale File menu, select <span class="hcp6">Utilities &gt; Export</span> (this option is best to export all item pictures, or to export by department, vendor, or style). The Data Export Wizard opens.</p>
</li>
</ol>
<p class="Help-Indent" style="font-weight: bold;">Or</p>
<p class="Help-Indent">From your item list or Picture Album, <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic_list_multiselect.htm.htm');return false;">select the items</a> whose pictures you wish to export, and then from the I Want To menu, choose <span class="hcp6">Export &gt; Export Item Pictures for Selected Items</span>. (Skip to Step 4.)</p>
<ol start="2" class="hcp7">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp6">Item Pictures</span> as the type of data to export, and then follow the on-screen instructions to specify for which items pictures will be exported.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Indicate the destination folder for the exported pictures, how you wish the exported files to be named (see examples under <a href="#Importing_Item_Pics">import</a> above), and whether you wish to export the default, alternate or thumbnail picture, or all three, for the items.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp6">Export</span> to copy the pictures to the destination location.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp6">Open</span> if you wish to view the contents of the destination folder, or select <span class="hcp6">Finish</span> to exit.</p>
</li>
</ol>
<p class="Help-Steps"><a href="importexport_itempics.htm">Back to top</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul class="hcp5">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">It is assumed you are using the default item label of <span class="hcp6">Item Name</span>; if not adjust the above to reflect your <a href="../qbpos_fields/fields_customize_field_labels.htm">custom</a> item label. Note: For upgraders from a previous version, this label may be <span class="hcp6">Description 1</span>.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If using item name, or name with size and attribute, to create filenames, any slashes (/) included in these fields (such as a size of "1/2") are converted to the tilde character (~) upon export and then converted back to slashes when imported at the destination. This is because the slash cannot be used in a filename.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="data_import_using.htm">Data Import Wizard</a></p>
<p class="Help-Text"><a href="export_datawizard.htm">Data Export Wizard</a></p>
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