Click Presets, enter the name of your field arrangement, and click Save. Nce you have matched fields, and have checked off which fields to import/update, you can save the order as a preset for future imports. With Import Tools, you match your target fields (UPC, Description, Telephone, etc) with your source data (the original file) by dragging and dropping them into the correct order (see image). Import Logs are files saved to your desktop and which indicate which data was not imported.Īs you transition from your previous system to LightSpeed Pro, or if you simply want to add a supplier’s pricelist to your database, Import Tools (Tools > Import Tools) provides you a simple way to import or update data into LightSpeed Pro in a batch, whether it’s Products, Suppliers, Customers, or Customer Contacts.Existing Products and Customers can be updated by matching on a particular field and importing data into others.Multiple Customer Contacts can be imported within a single Customer card.To import images, collect them as jpg files together in a folder and include their file name in the source data.Some field values, such as those for Supplier, Class, and Family, must exist in LightSpeed Pro before those values are imported.You must rearrange your target fields to match your source data.You can import Products, Suppliers, Customers, or Customer/Supplier Contacts.You should do a manual backup before performing any imports.Open the spreadsheet and check the contents of the Category and Manufacturer fields. Category in Retail corresponds to Class in OnSite, and Manufacturer corresponds to Family. In OnSite, set up any families or classes you want to import. In StoreMaster on the Tools menu click Setup > Products > Classes or Families and individually create the classes and families.įor example, if your items in Retail are assigned to the Category of Instruments/Guitars/Electric you create a class in OnSite called Instruments/Guitars/Electric. System IDs in Retail don’t correspond to fields in OnSite. However, each product in OnSite has a unique product code. If you don’t want to use the 21xxxxxxxxxxx numbers of the System IDs, replace the IDs in the spreadsheet with the alphanumerical codes you want to use. Do not import your products with null product codes as OnSite will not function correctly without unique product codes.Īlternate barcode field in OnSite. UPCs or EANs can be entered without issues. There is only support for a single alternate barcode. If you want to have two different scannable barcodes, one of them must be the product code. SKU that the default supplier, who you’re importing the cost for, uses for the product. If you have products that you've configured to be non-taxable in Retail, you’ll use find and replace on the Tax column of the spreadsheet to replace No with No Tax so that it matches OnSite's default No Tax tax status. If you haven’t entered Tax information in Retail, do not select this field. Make sure you've created the classes you need in OnSite. For details go to Create_additional_families_and_classes.įamily is a wild-card field and can be matched with any other fields, such as Season or Department. Make sure you've created the families you need in OnSite. #LIGHTSPEED ONSITE CREATE SUPPLIER CODE#įor details go to Create_additional_families_and_classes.Ĭost that will be listed with the supplier and supplier code you’re importing. Name of the supplier you purchase the product from. Make sure you create the names of your suppliers before you import. Map your vendors in Retail as suppliers in OnSite.
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