Category: Data Import

ChangeLog: Batch Number added for Easy Filtering of Imports

12/27/2021

The Batch Number field was added to the Sales Import screen, as well as the Order, Order Line Item, Invoice, and Invoice Line Item screens. Assigning a unique Batch Number to a file that is being imported allows the User to easily filter by Batch Number in any of the related screens to find all related items.

Think of the case where there is a Commission Statement being imported, and that statement includes Invoices across multiple months. To otherwise filter in the Invoices screen after import, the Created On date range would have to be used to pull up all the entries. Using the Batch Number instead, all entries, regardless of input time or occurrence date, can be pulled up with a simple text filter.

Unique Batch Numbers

Users will want to make sure that Batch Numbers are unique -- don't use the same name for multiple imports. When the same name is used, the filtering purpose of the field is eliminated.

To help keep the entries unique, an empty Batch Number field will automatically be filled in with a unique Number. In this way, it is not necessary for the User to enter anything at all in this field and still make use of it. If the User chooses to enter their own number, a combination of the file name and date with time of the import is usually sufficient to make the entry unique.

0 Comments

Import Any or All: Orders, Invoices, Commission Statements

5/26/2021

0 Comments

The MRSweb Sales Import process supports importing multiple file types, and overlaying updates and new information for already existing entries in the system. Here are some examples of types of files you might receive on a regular basis:

Order Acknowledgements
Import an Order report, POS report, or Order Acknowledgement report from your manufacturers or other business partners. New entries will be added to the system; entries that match existing PO Numbers will be updated or added to.
Invoice Shipping Report
When the merchandise leaves the warehouse an Invoice is generated for the shipped goods. If you received this report, you can import it into your system. Just as Orders match up to POs, Invoices match up to Orders. Shipping Quantities can be confirmed and Anticipated Commissions matched up for accuracy.
Commission Statements
When the commission check comes, import the report that comes along with it. Confirm paid Invoices on the Payment Entry, reconcile commissions, forecast outstanding commissions due.

Any of these reports are optional -- you could import the first and last, skipping the middle, and still have a complete picture of the process. Likewise, you can skip right to the end and just import the Commission Statement to track payments across multiple lines. And, of course, each manufacturer will send you different combinations of these reports, so each line could have any or all of these that are imported as they are received.

There is no wrong answer with the Sales Importer, anything is sees it can enter, match, and update as appropriate depending on what kind of report it is. To discuss the specific reports your agency receives, and the data challenges you face, set up a call and web conference time to take a look at the MRSware solution.

0 Comments

ChangeLog: Batch Number added for Easy Filtering of Imports

Unique Batch Numbers

Import Any or All: Orders, Invoices, Commission Statements

MRSware Blog

Categories

Archives