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CounterPoint SQL V8.3.5 Release Notes

69

Purchasing

Import receivings

In this version, you can import receiving transactions into CounterPoint from a Comma- Separated Value (.csv) file. This feature allows merchants to count merchandise using a handheld data terminal, and then import those counts to receive inventory for the corresponding items. This feature can also be used to import receiving information from files that vendors provide with their shipments.

To begin importing receiving transactions, select Purchasing / Receivings / Enter to display the Receivings Enter window.

Click the Import button to display the Import Receivings dialog.

The Import Receivings dialog allows you to define the necessary import parameters— including the name of the import file and the fields that contain the Item number and Quantity values—and to start the import process.

To import receiving transactions for an existing purchase order, select the Receive a PO option, and then enter or look up the PO number of the purchase order you want to receive.

NOTE: You cannot import receiving transactions for an allocated purchase order. This feature is planned for a future release.

To import receiving transactions without an existing purchase order, select the Receive without PO option, and then specify the Vendor number and Location for the receiving.

In the File name field, enter the path and name of the .csv file that contains the receiving

transactions to import, or click the

button to browse to the file.

NOTE:

If you do not enter the path of the import file in the File name field, CounterPoint attempts to locate the specified file in the \Import subdirectory of your company directory (e.g., C:\CounterPoint\MyCompany\Import).

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