Available in: Agile | Aware| Analyzer | Multi-Outlet
Why it's important
- Uploading your order guides will import all the items you purchase from each vendor.
- This includes all the information that reciProfity needs to cost out your recipes (all the packaging information).
- As well as item codes for matching ordered items on invoices.
- Uploading eliminates the need to enter each item individually
- When ordering new items from a vendor and uploading the order guides reciProfity will only add new items. Uploading will not duplicate existing items. If an item code exists reciProfity will NOT duplicate it.
How it works
Give your vendor this downloadable template of an Excel file
For ease of importing keep the header on row 1 and the data beginning on row 2
If your vendor gives you the pack size in one field such as 10/1lb reciProfity can read and understand that also!
How to do it
- Choose the Import Order Guides from the menu:
- Select your vendor, or add a new one, from the pull down:
- Select the template. Choose + Import your own custom Excel or CSV File:
- Fill in the Header row number and the row where your data starts:
Most spreadsheets have a header. The header has column names. Data is under the header. - Browse and select the Excel order guide you are going to import:
- Map your Excel columns to reciProfity.
Find the column in your spreadsheet that matches the reciProfity name.
For example Column 4 Product description form the spreadsheet matches reciProfity Item Name
- Continue until all the matches are made (Description and Group are optional)
- Save the Template to use again for this vendor
If your vendor sends you Excel order guides with the same column headings each time you can save the mappings.
The next time you import Excel spreadsheets from this vendor you can just choose that template. - Click the green Continue button
- Look Over the Imported Data. Do the fields look right?
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If you think it does then you can click the Check All box:
- Final Import and the Option to Undo
Now the import is happening for real. You still get another chance to Undo the Import if you want. Here's how to check that the data imported in correct. Click on any item to see the data pop up:
- Check your fields. If anything is missing or looks strange the click the red Undo Import button at the bottom of the import screen.
Now you can redo the import and fix those missing or strange fields!
The big picture
The biggest hurdle to using any software is data entry. Vendors can give you order guides in Excel format. By uploading your order guide you can import hundreds of items without having to enter each item individually. The time savings is incomparable.
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