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====== Excel Import ====== CCS has an import feature that allows for quick input of data into the point o sale system database. These are the major groups that CCS will import: * Contacts * Invoice / Transactions * Items / Products {{:office:inventory:exceltemplaters.jpg|}} Examples of what CCS will import are: Invoices, Products, Vendors, Manufacturers, Units of Measure, Tax Amounts, Departments, Categories and Sub Categories When a product or invoice import runs, It then imports all of the items into the transaction. If any of these columns are setup, (besides barcode), CCS will attempt to find the following field relations when importing. If it doesn't find them, it will add them to the system. ^Invoice / Product Import|When an invoice or product is imported the following related information is updated:| |Barcode| a unique barcode will be generated if one is not provided.| |Department |for the department column, if the department is not found it will be added.| |Category|Same as above.| |Sub Category |Same as above.| |Vendor |Same as above.| |Manufacturer |Same as above.| |UnitName |-Same as above.| |Tax |The tax will be added, if it is not found in the tax look-up. |Contact|When a contact is imported, additional lists may be created for database integrity| |Status Types|The current status of the contact.| |Contact Types|The type of contact, vendor, manufacturer client etc.| |Sources|Advertising and Referral Sources.| ===== How to Import ===== Office ToolBar - Inventory - Excel Import Stage 1 To import from CCS a import template must be added. 1. From the ToolBar Press Add. This adds a new Defined Excel Template Row. Type in the name of the import, press enter. Then select the import type: contact, Invoice Transaction, or Products. Pressing enter after selecting the type will automatically save the new entry. {{:office:inventory:excelimport.jpg|}} 2. Select the fields from the center list and press the add arrow button. 3. Press - File - Generate Excel File. A new file will be created with the selected Headers. 4. Using the file, a list of contacts, inventory or transactions will be generated. Stage 2 - Importing {{:office:inventory:exceldisplay.jpg|}} 1. From the toolbar go to File - Import. Navigate to the excel file and press open. *. When a transaction import is completed, the transaction number will be provided.