Product Master Load

To load products from QuickBooks

1) Go to the Import QuickBooks Screen.

2) Highlight Product & Prices, Uncheck Filter by Date, and Click Connect to QuickBooks.

3) The list at the bottom will indicate if the product load was successful

To load products from a file created in Excel:

1) Start with a sample product load file.

a. Open the file WMS 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.

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) 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.

10) 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.