Difference between revisions of "Data Import/Product Supply Rules"
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| − | = | + | = Importing Product Supply Rules = |
| + | |||
| + | This tool provides users with the ability to set rules determining the behaviour of products, specifically: | ||
| + | |||
| + | * setting a ''minimum stock level'' for a product | ||
| + | * enable the ''allow back order'' flag against a product | ||
| + | |||
| + | Users can do this in Cumulus manually for a product by logging into Emersion and navigating to '''Products > Product Management > Product > Supply Rules''' tab. | ||
The system utilises the '''Bulk upload processing notification event''' to send a notification with the results of the import attempt. See below for further information. | The system utilises the '''Bulk upload processing notification event''' to send a notification with the results of the import attempt. See below for further information. | ||
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To prepare your data for import, you will need to create a CSV import file or you can download the import file below. You will need to extract the csv file and save it. | To prepare your data for import, you will need to create a CSV import file or you can download the import file below. You will need to extract the csv file and save it. | ||
| − | [[ | + | [[media:Product Supply Rules Import V1.csv|Product supply rules import file]] |
Enter the data into the import sheet. Leave no rows blank. You must ensure the data meets all validation requirements. These are contained in the data definition table below. When you submit the data file to the system, the system will parse the file looking for errors. If the system finds no errors, the system will import the notes into the system. The file needs to be error-free in order to import the data. In the event errors are found, no data will be imported into Emersion. Review the bulk upload processing notification email, correct the file and try again. | Enter the data into the import sheet. Leave no rows blank. You must ensure the data meets all validation requirements. These are contained in the data definition table below. When you submit the data file to the system, the system will parse the file looking for errors. If the system finds no errors, the system will import the notes into the system. The file needs to be error-free in order to import the data. In the event errors are found, no data will be imported into Emersion. Review the bulk upload processing notification email, correct the file and try again. | ||
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== Initiate the Bulk Import== | == Initiate the Bulk Import== | ||
| − | + | [[File:Admin - Bulk Import - Product Supply Rules 1.png]] | |
| − | + | '''Nav: Admin > Bulk Import > Product Supply Rules''' | |
| − | + | # Click the '''Browse''' button and select the CSV file containing the data you want to import. | |
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| − | |||
| − | |||
| − | # Click the '''Browse''' button and select the | ||
# If you want the bulk upload processing notification email to be sent to a different email address than the address defined in the event template, tick the '''Override?''' checkbox and enter an alternative email address. This will only apply for this upload. To change the email address for all future imports, you will need to change the recipient defined in the event template. | # If you want the bulk upload processing notification email to be sent to a different email address than the address defined in the event template, tick the '''Override?''' checkbox and enter an alternative email address. This will only apply for this upload. To change the email address for all future imports, you will need to change the recipient defined in the event template. | ||
# Press '''Submit''' | # Press '''Submit''' | ||
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|minimum_stock_level || The required "Minimum Stock Level" to be set entered as a number. | |minimum_stock_level || The required "Minimum Stock Level" to be set entered as a number. | ||
|- | |- | ||
| − | |allow_backorder || | + | |allow_backorder || Enter; |
| + | * 'Y' for Yes | ||
| + | * 'N' for No. | ||
| + | |||
| + | This is currently only used for Reporting. | ||
|} | |} | ||
Revision as of 12:03, 23 June 2016
Contents
Importing Product Supply Rules
This tool provides users with the ability to set rules determining the behaviour of products, specifically:
- setting a minimum stock level for a product
- enable the allow back order flag against a product
Users can do this in Cumulus manually for a product by logging into Emersion and navigating to Products > Product Management > Product > Supply Rules tab.
The system utilises the Bulk upload processing notification event to send a notification with the results of the import attempt. See below for further information.
If the import is successful, the email notification will advise you when the import process is complete.
If the import is not successful, the email notification will send details of the records that failed validation and why.
Preparing your Data
To prepare your data for import, you will need to create a CSV import file or you can download the import file below. You will need to extract the csv file and save it.
Product supply rules import file
Enter the data into the import sheet. Leave no rows blank. You must ensure the data meets all validation requirements. These are contained in the data definition table below. When you submit the data file to the system, the system will parse the file looking for errors. If the system finds no errors, the system will import the notes into the system. The file needs to be error-free in order to import the data. In the event errors are found, no data will be imported into Emersion. Review the bulk upload processing notification email, correct the file and try again.
Initiate the Bulk Import
Nav: Admin > Bulk Import > Product Supply Rules
- Click the Browse button and select the CSV file containing the data you want to import.
- If you want the bulk upload processing notification email to be sent to a different email address than the address defined in the event template, tick the Override? checkbox and enter an alternative email address. This will only apply for this upload. To change the email address for all future imports, you will need to change the recipient defined in the event template.
- Press Submit
The system will validate the data and if no errors are found, the system will import the data. When the notification email is received, the process has been completed.
The system can parse for invalid data but it cannot check for data accuracy. Therefore it is strongly recommended that you check a few random records to ensure that the import was a success. If you find an problem, you cannot roll back the import.
You have two options should this occur:
- Manually correct the data.
- Request Emersion fix the errors for you. This can be submitted via work order ticket. Please include a note import file with the records that need to be corrected. Do not include details of any records that do not need correcting.
Product Supply Rules - Data Definition
| Data field | Description |
| product_id | This is the PRODUCT ID of the product to have the "Minimum Stock Level" set. |
| minimum_stock_level | The required "Minimum Stock Level" to be set entered as a number. |
| allow_backorder | Enter;
This is currently only used for Reporting. |
Your finished data file should look like the following example.
| product_id | minimum_stock_level | allow_backorder |
| 1234567 | 5 | Y |
| 2134567 | 100 | N |
