Product Master Load

To load products from a file created in Excel:

1) Start with a sample product load file.

a. For the Coreflex Public Warehouse version, open the file “PWH Product Import.csv” in Excel.

b. For the Coreflex Private Warehouse version, open the file “Private Product Import.csv” in Excel.

2) Fill in the fields per the “Standard Product Import For Public Warehouse” document. At the time of this writing, this specification is to be used for both Public and Private Warehouse.

a. Note that not all of the fields in the document are in that sample file. A field may be added in any column, just make sure that the first field is named per the document.

b. Any unused and unnecessary fields may be removed by completely removing the column from the spreadsheet.

3) Save the spreadsheet in a CSV (comma delimited) format in Excel using the save as function. Be careful not to save it in excel format as this can change data values by removing leading zeros (bin 01 becomes 1) and changing long data values such as UPC to exponential notation.

4) In Coreflex, go to the Import menu and select Products. The Import Products File Dialog will appear.

5) Click the Import Products button and a dialog will open allowing you to search for the Product Import file you created. Highlight the file and click Open. The file will be imported. If there are problems with loading the file, a message will appear with the line number in the file that caused the problem.

6) After the file has been imported successfully, click the Close Button on the Import Products File Dialog.

7) Go to the Import menu and select Apply Products. The Apply Imported Products Dialog will appear.

8) Select “Show Products in import file which do not exist in Coreflex” from the drop-down menu at the top of the dialog and click the Refresh button. The products loaded from the file should appear.

9) For Public Warehouse, insure the account prefix is on the product.

a. If no account was specified in the import file, the products will not be prefixed for an account.

b. To add the Prefix, enter the Account # in the Account # field, highlight all of the products for that account, and click the Assign Account Button. The Prefix will be added for the Products.

10) Highlight all of the products and click the Apply button. Products with Errors will not apply. Otherwise, all of the products which applied properly will be removed from the screen.

11) When all products are Applied, click the Close button. The products are now in Coreflex and can be viewed on the Inventory Totals screen by clicking the Search Button.