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Changes for page Checkin Data Import Tool

Last modified by David Muszynski on 2025/04/11 18:21
From version 1.2
edited by David Muszynski
on 2025/04/11 18:12
Change comment: There is no comment for this version
To version 4.2
edited by David Muszynski
on 2025/04/11 18:16
Change comment: There is no comment for this version

Summary

Details

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26 26  
27 27  **Field Mapping**
28 28  
29 -* **Customers** - this is rarely ever changed. Typically we are not importing tax info unless specified but customer or notes. Sometimes there are extra fields at the end that the customer wants imported, but for the most part its very straight forward.
29 +**Customers** - this is rarely ever changed. Typically we are not importing tax info unless specified but customer or notes. Sometimes there are extra fields at the end that the customer wants imported, but for the most part its very straight forward.
30 30  
31 -[[image:Screenshot%202024-11-15%20at%201.19.03%20PM.png]]
31 +[[image:Screenshot%202024-11-15%20at%201.19.03%20PM.png||height="665" width="1000"]]
32 +
33 +**Suppliers **- This one is done less often and people tend to not always use our template. It is a very simple import so typically we don't have issues here, but this may have to be mapped manually.
34 +
35 +[[image:Screenshot%202024-11-15%20at%201.27.01%20PM.png||height="657" width="1000"]]
36 +
37 +**Products **- This is one of the more complicated ones. Sometimes the field mapping gets messed up on this. Still unsure what the best practices are for item ID. When doing a Invoice Line Item import, you NEED to import their Product ID into our _Item_ID. However, in general it is best to let CheckIn create our own Item IDs and then have their Product IDs (particularly if they have duplicates) import into the Old_Barcode field.
38 +
39 +[[image:Screenshot%202024-11-15%20at%201.40.08%20PM.png||height="668" width="1000"]]
40 +
41 +**Inventory Location - **Super simple and this happens after the Inventory one, its literally three fields and auto enter options can be left on. This one also needs the auto mapping fixed.
42 +
43 +[[image:Screenshot%202024-11-15%20at%203.12.00%20PM.png||height="667" width="1000"]]
44 +
45 +**Invoices/Invoices Line Items -** The Line Items transaction is used to generate Invoices. So, when importing Line Items you need to place it in the Invoices box on the import layout. This is a pretty complicated one and can vary depending on where the data came from.
46 +
47 +* **POSIM -** We have a POSIM reports template that Trish from Silk Road helped us generate. Using that report, we get the following data (which we're not using all of it)
Screenshot%202024-11-15%20at%201.27.01%20PM.png
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