(336) Updating Vendor Price Files (Product Import vs. Data Conversion) (1 Time Only)
4:00 PM - 4:45 PMMon
Metropolitan
Finance
Purchasing / Inventory Management
SX.e
Aside from Mass Maintenance; the primary method for updating vendor pricing in WebUI/CSD is product import. This session will give an overview of the process from start to finish (with some lessons learned the hard way included). Hopefully, everyone will have a better understanding of how import a price file (in .csv spreadsheet format). Topics will include
- Why use Product Import instead of Data Conversion or a Modification?
- Mapping information from the price file to SX.e.
- Setting up defaults for new products.
- Establishing relationship between price and cost.
- Importing price file.
- What do different errors mean.
- Validating update information.
- Updating import.
- Scheduling future updates.
- Limitations of Product Import