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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.| ===== Product Import ===== |ProductName|Description of Item, 50 characters| |SKU|Manufacturer code| |BARCODEID|Barcode of item, does not need to be unique.| |UNITNAME|Description of Size or Unit description item is provided in. |UNITPRICE| Standard price of the item.| |DEPARTMENT|Major group of item.| |CATEGORY| Group of item, also group for menu service| |SUBCATEGORY| Sub group of item.| |CLASS|Open description of item, for grouping and reporting| |SUBCLASS|Open description of item, for grouping and reporting| |STYLE|Open description of item, for grouping and reporting| |VENDOR|Name of vendor or supplier.| |MANUFACTURER|Name of Manufacturer| |TAXRATE|Current tax rate for this item.| |COST|Current cost of the item.| |PRICE1|Alternate price of item. Can be assigned by time based pricing, or client based pricing.| |PRICE2|Alternate price of item. Can be assigned by time based pricing, or client based pricing.| |PRICE3|Alternate price of item. Can be assigned by time based pricing, or client based pricing.| |MSRP|Suggested Retail Price of Item.| |CASEPRICE|Price of item by case. This or the price categories is use, price categories are used through layout of menus.| |CASECOST|Cost of case of item.| |CASEPRCE1|Like price1, 2 and 3 options but for the case.| |CASEPRCE2|Like price1, 2 and 3 options but for the case.| |CASEPRCE3|Like price1, 2 and 3 options but for the case.| |QTYPERCASE|Quantity per case of item| |ISRENTAL|If the item is a rental check put a -1| |ISALCOHOL|If the item is alcohol, and you need to record this, put -1| |ITEMTYPE|Not used for importing.| |ISOPENPRICE|Put -1 if the item has no price.| |ALLOWABLE|Not used.| |HCPCS|Not used.| |COUNTRYOFORIGIN|Description of orgin| |LEADTIME|Time it takes to get the product after ordered from vendor.| |CURRENTCOUNT|Current individual unit count of item.| |REORDERLEVEL|Amount that indicates the item should be reordered. |COLORDESCRIPTION|Description of item color| |DEPTH|Numeric depth entry| |HEIGHT|Numeric Height| |WEIGHT| |YEARSOLD|Numeric age of item| |DATEMADE|Date format of item mm/dd/yyyy| |DONOTDISCOUNT|Enter -1 if item is not discountable| |HYPERLINK|URL Link to item| |PRICECATEGORY|Not used for import.| |REORDERAMOUNT|Amount to re-order item when count is low| |REORDERUNITTYPE|Type of unit to re-order item, such as a case| |PROOF|Alcohol Proof of item| |CRV|CRV amount, also, sometimes users make a separate item for CRV| |UNITSORDERHEIGHT|Same fields as before, but for re-order| |UNITSORDERWEIGHT|Same fields as before, but for re-order| |UNITSORDERWIDTH|Same fields as before, but for re-order| |UNITSORDERDEPTH|Same fields as before, but for re-order| |ADDTOPRODUCTCOUNT|Same fields as before, but for re-order| |ADUSTTOTAL|Tare value of item.| |PIECEWEIGHT|If this item is for candy, or packaged items on a scale, this is the packaging weight of the item itself, including the package.| |WICEBT|Put - 1 if this item is WICEBT| |KCODE|Not used| ===== 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. Select the template to import from the list on the right. 2. From the toolbar go to File - Import. Navigate to the excel file and press open. *.If this is a Invoice,when a transaction import is completed, the transaction number will be provided.