Trade Services Import

Overview

The purpose of this document is to explain how to keep Savance Enterprise Trade Services, i.e Trade Service, Bravo, XPO Lighting, etc; type providers for pricing and inventory updates using an import process.

Prepare and Organize

The first step in importing a Trade Service style import will be to get the file. This is done through subscribing to a Trade Service company (usually for a standard fee, and multiple services available). This will provide you with a monthly update file that contains a huge pricing and product database which can be imported into Savance Enterprise. Once you sign up for a Trade Service, you will be provided with an ftp download link and credentials. Once you obtain the Price file, it is time to update your current database

Importing Data

Once Savance Enterprise Is launched, click on the following menu icons to launch the import tool. If you do not see these icons, contact your administrator to give you the proper security rights to launch this tool.

• Go to Admin> Import

  

• Select Import to launch the newest version of the import tool.

  

• Select the services file provided within the ‘Source File” field.

• Next you can either create a new Template specifically for your content provider or select from one of our preloaded templates.

  

• Next, you will map your content with the data import criteria. Since you will be getting the same file format each time from your provider you can create a template/map your content once and save the template to use each time without having to map the data.

  

• Continue to map your data until all desired columns have been completed.

  

• Once completed save your changes or create a new template.

  

• Next select Process.

  

• Now we will navigate to the ‘Import History’ menu in order to track the progress of our import.

  

• With the ‘Imports History’ screen open you will see that the import has already started processing.

  

• Once the import is complete your history screen should look something like the below

  

• Click on the ‘Action Required’ link to open the ‘Import Results’ screen where we will be able to commit the results if nothing looks inaccurate. This screen will show you the old data for each part and new data if applicable. Up until this point we have not imported any data into the live inventory file.

  

• Notice that we see that the item template under ‘Template PartNumber’ is in fact the one we created earlier in this article.

  

• Now if everything looks good you can check the ‘Process’ checkboxes (which are checked by default) and then click on the ‘Commit’ button at the bottom right of the screen.

  

• At this point you should see a box to confirm the import. Click yes.

  

• Similarly to when we started the import we will see a message that says the import has again been queued. However this time it’s going to be committing the changes to the inventory table. Click Ok.

  

• We can again return to the ‘Imports History’ screen and monitor the progress as shown below.

  

• Now that the import has finished processing we will go and check the system and make sure that the new items were correctly built. Launch the inventory search and search for the items as shown below.

Data Update Scenarios

Importing new data to inventory

In the case you wish to update and import new inventory items you will follow the steps above. This will not only update existing price, cost, UPC, descriptions etc. but will also add brand new items into your local and master inventory.

If you want to make any changes to this - while in the import screen when mapping select the ‘Settings” tab

To import new data and update changes check and uncheck the following:

• Master Inventory :Checked

• Local directory: Checked

• Skip new Master items : Unchecked

• Skip new Local items: Unchecked

• Item Key is “Manufacturer UCC and Part number”

• Under “Matches based on different keys” make sure that “Update UPC, Enable, and Update part number” are selected.

Then continue to map your data and process.

Importing updates to current inventory

In the scenario you don’t want to add any new inventory and just update your current inventory check and uncheck below:

• Master Inventory :Checked

• Local directory: Checked

• Skip new Master items : Checked

• Skip new Local items: Checked

• Item Key is “Manufacturer UCC and Part number”

• Under “Matches based on different keys” make sure that “Update UPC, Enable, and Update part number” are selected.

Then continue to map your data and process.

Refer to the below for more information on what do these checkmarks do, this will help you decide how you want to import your data:

Update Only: When checked, only the data that matches an existing item in the database will be imported. All others will be ignored.

Import directly into Local Inventory: When checked, the import process will skip the comparison wizard and bring the data directly into the local database.

Import into Master Inventory ONLY: When checked, the import process will only import the info into the master database and will not give you the option to bring it into the local database.