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Product Reference

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THE BOSS

Joined: 01-Jan-2006
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    Posted: 25-Jun-2012 at 04:48
Here is Point form about creating a file to import into the Reference file. Also you can watch a video here.....http://www.peachsoftware.net.au/videos/Import_reference_file.htm
 
Open Spreadsheet – Scroll to the top left

Copy all fields  (CTRL A) then (CTRL C) File > New >Blank Workbook

R-Click > Paste Special > Values > OK

Set Columns…as follows & insert blank columns where required. Delete all other columns.

Part   Description    Group Code -   Price1 -  price2 -  price3 -   price4 -  cost -  barcode

 

Highlight Description and Find Replace as follows….

Replace “ (Double Quotes with two single quotes ‘’)
Replace , (commas with spaces)
Replace     &    with    and

Highlight all price columns and format as number with 2 decimal points

Save As   c:\pbsvb\pfile.csv   (if you’re on or logged into the server and Peach is on drive C)



Edited by peach - 25-Jun-2012 at 04:52
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       Reference Product File

The reference file is separate to the product file and can be loaded with multiple supplier product price files.

As only the part number, barcode, description, price level, prices and costs aremaintained in the reference file, it is possible to have hundreds of thousands of products without taking up much disk space.

Click the Reference File menu icon or use the shortcut key Ctrl+F to display -

All products for all suppliers initially display in part number order.

To change the sorted order, select the option to Sort By Part, Reference Part or Barcode.

The search text boxes at the top of the screen filter the result to those matching products. Press enter to redisplay. The function key shortcuts reduce need for the mouse.

Select F9-All to redisplay all reference parts.

The base of the screen shows the date last the product was last updated.

Hits refer to the number of times the product has been viewed as a reference part. This is useful for lost sale reporting. A maximum of 1 hit per day is registered. The Clear Hits button resets all products to zero hits.

Changing the search screen layout.

Columns in the search screen can be moved or resized to suit standard searches. To change column width click on the column divider and drag the mouse left or right. To move a column to a new position click on the heading and slide the mouse left or right and then release. To save these settings to be the new defaults simply click the store layout button.

Adding a part to Product Control

To add a product from the reference file to the product control file, select F6 when focused on the required line.

The following screen will appear –

 

The group code, sub group, markup code, price level code can be selected if applicable. Enter any other details. Prices can also be calculated or set.

Select F10 to add to product control or F9 to cancel.

Updating the Reference File

1. Select Update Reference file from the product menu.

 
2. Select the supplier code from the supplier code drop down list box.

3. Select the File Style of the file to be imported.

This is normally the name of the supplier being imported.

Where it is not specifically listed, the file can be imported from Standard CSV file format. Standard CSV can be produced from excel by ordering the columns in exact order – Part Number, Description, Group Code, Price1, Price2, Price3, Price4, Cost, Barcode, Reference Part, and GST rate. Save the file as Comma Separated CSV.

4. Enter the exact path and file name of the file to import, or click the browse button to open the file dialogue box -

 
5. Other options can be specified, but are not normally necessary
 
 
6. Select Update to continue. The update may take a while and should be run on the fileserver.

Other options –

Sometimes it’s a good idea to clear a specific file from the reference file or completely clear prior to import.

 
The password is CLEAR. This should be run on the fileserver when all other users are out of Peach Software.

Updating Products from Reference Parts

Return to the Reference Products screen to update products from the reference parts file.

The products in product control can have their costs, prices and barcodes updated from the reference file

 
A supplier code must first be entered above. Normally only Update Current Costs is ticked.

Select Update Products from Reference and you ill be prompted to update.


All products with a matching Preferred Supplier will be scanned in Product Control. The current cost will be updated on the main product control screen and in the F7-Suppier grid.

If Update Price A is ticked, the Price A in Product Control will also be updated with the Reference Price A.

If Set Barcode is ticked all products with a matching Preferred Supplier and part number, which do not currently have a barcode, will be assigned the reference product barcode. This is of benefit in quickly barcoding the product file,however sometimes there may be some inconsistencies with the barcoding convention or part number.

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