Menu Path: System Administration Imports History Sales History Import
Import sales history from an external file.
Use Sales History Import to import your company's sales history.
Note This import deletes existing sales history and is typically only used during your company's initial implementation of Apprise.
Sales and Executive Information System (EIS) information, such as in Customer Sales Inquiry, Product Sales Inquiry, Customer Analysis, and Product Analysis will be available on a full-month basis based on this import.
Note All imports are based on the stocking unit of measure, and the currency of the functional ledger.
For import format information, see Sales History Import Format.
To import sales history:
Select whether you want to validate and import valid data from a file, validate and import all data from a file if it is all valid, or only validate data in a file.
Enter or select the sales history import file.
Click the Print Options tab, and select output options for the import report.
Click the Import or Validate button in the ribbon to start the import and/or validation process. The Importing dialog box appears. The Current Status field displays the status of the import, including any error messages.
If you selected to validate and import in step 1, the Question dialog box appears and asks you whether you want to delete existing records.
Click the Yes button if you want to delete all existing records. Click the No button if you want to keep all existing records..
Only click the Yes button if you are certain that you want to delete all existing sales history records (not just records specified in the import file). Typically, you should only click the Yes button when you are first setting up a new system.
Note Nothing from the import file will be imported or created if the format contains 1 (one) error or more; therefore there can be no errors in the import format.
You can import from the following file types:
Excel (.xls, .xlsx, .xlsm, or .xlsb)
Note If you import from an Excel workbook that contains multiple worksheets, data is only imported from the first worksheet in the workbook.
comma-separated list (.csv)
text (.txt)
data (.dat)
Note To import a .csv file, enter your data in Excel, and then save the worksheet as a .csv file. Each field in a .txt or .dat file must be separated by a caret (^) character. There should be no spaces between each field in a .csv, .txt, or .dat file.
Button |
Description |
Exit |
Click this button to close the Sales History Import window. |
Import |
Click this button to start the import process. This button is only available if you select the Import Valid Data (Skip Errors) or Import if all Data is Valid radio button. |
Validate |
Click this button to start the validation process. This button is only available if you select the Validate Only radio button. |
Import Override Maintenance |
Click this button to display Import Override Maintenance, which allows you to set the default processing and file type options for the import window. |
Field or Button |
Description |
Select one of the following processing options:
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Enter the path and file name containing the data to be imported, or click the Lookup button to navigate to and select the file. |
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This field displays the current status of the import in progress. |
Field or Button |
Description |
Select one of the following output options:
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Output File Type |
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Specify File Name |
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Output Directory |
Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared. |
Output File Name |
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Excel Format Name |
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Format Maintenance |
Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button. |
Save As Type |
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Include header |
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Delimiter |
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Enclosing Character |
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Printer |
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