Import Vendor Packing Slips

Import Vendor Packing Slips allows users to import Vendor Packing Slips directly from a spreadsheet or text file. You can access the Import Vendor Packing Slips function by navigating to the tab, and selecting the icon.

This will open the Import Vendor Packing Slip screen.

Importing a File

To begin the import process, click the button to select the File to import. The standard File Selection window will appear. Once you select the File to import, the contents of the File will appear in the bottom pane of the screen.

In order for the system to know where to find the Vendor Packing Slip Data, you need to map the columns in the file to the fields that the system needs for the import.

All fields containing a box with a check mark are required fields for the import, and can either be specified manually by entering a value in the Value column, or by mapping a column in the file.

To map a column in the file, right–click the column heading and select the appropriate field.

Once a field is mapped, it will appear as mapped in the mapping grid, and will appear as un-grayed in the Data to Import grid.

For fields that do not appear in the file, you must map them manually to a value you specify. For instance, if the Vendor is not in the file, you must specify it by selecting from the list of available values.

The final step in the import is to define the row selection that will be imported. This is needed since the import file may contain other information besides Vendor Packing Slip data. To select a range of rows in the Data to Import grid, hold the Shift key and select the appropriate rows. Then right-click on the selected rows to define the region by selecting Import Selected from the menu. You can also define the range by selecting the first row, and choosing Import all Starting Here from the menu. The data will be imported beginning at the row you selected, all the way to the end of the file.

As fields are mapped, a preview of the data that will be imported is displayed in the bottom right pane of the screen called Mapped Data. Any errors will be highlighted. For instance, if the Item cannot be found in the system, the row will be highlighted to indicate an error.

Once all fields are mapped, you can complete the import by clicking the button. A window with the message Are you sure you want to create a P/O receipt? will appear. Click on the button.

The import will complete and a confirmation message will appear when the Create Pending Receipt is finished. Click the button.

Saving a Mapping

By creating a Saved Mapping, you can save steps when importing the same file structure repeatedly.

To save the Mapping to use again, click the button. The Mapping will be saved with the Name and Description provided.

The next time the Mapping is used, ShopEdge will remember the column Mapping and the field values specified. The only thing you will need to define is the selected row region.

Using an Existing Import Mapping

To use an Existing Mapping, click the button to get a list of available mappings. You can either select the Mapping first, or select the File to import first. The order is not important.

Once the Mapping has been selected, click on the button. The values will be populated and the columns will be mapped. The only thing you need to define is the data region to import by selecting the rows in the File, and right-clicking to define the selection.

History of Vendor Packing Slip Imports

ShopEdge maintains a history of each Vendor Packing Slip Import. You can view the history on the tab.

Viewing the Pending Receipts

To view the Pending Receipts that have been created from the Imported Vendor Packing Slip, navigate to the tab, and select the icon.

The Pending Receipts screen will be displayed.

Details of Pending Receipts can be displayed by clicking the to expand or by clicking the to collapse