Importing Catalogue Products

To import Catalogue Products, select the CP Catalogue option from the Purchasing menu options:

Then select the CP Load Catalogue menu option:

The Catalogue Load Review - Start screen will open:

To load a new Catalogue click on the  button and the Upload Catalogue Data screen will open:

This screen provides details of the file contents with examples.

Clicking on the  button will close the screen.

Select the file to be uploaded by clicking on the  button and you be able to select the required Catalogue file from a network location.  Once the file has been selected, the name of the file will appear next to this button.

To upload the file click on the  button and a message will be message will be displayed when the import has completed.  Further files can be uploaded by re-clicking on the  button.

Select the  button to close the screen.

Reselect the Load Catalogue menu option and the Catalogue Load Review - Start screen will be displayed with the uploaded file(s) added to the Waiting to be Processed Grid:

Further Catalogue Product files can be loaded by reselecting the  button.

The following buttons are available under the Waiting to be Processed Grid:

• : Clicking on this button will remove all the files in the Waiting to be Processed Grid - you can load more Catalogue Products and they will all appear in this section waiting to be processed.
• : This gives you the option of removing selected files from the Grid - select the tick box in the Select Column on the Grid for the files that are to be removed and clicking on this button will remove them.  You can load more Catalogue Products and they will all appear in this section waiting to be processed.
• : Click on this button to view the data on all the files contained in the Grid before it is transferred.  The Catalogue Load - Parts Temp screen will be displayed listing the data within a Grid:

• : Select the files to be transferred by selecting the tick box in the Select column in the Grid in the Waiting to be Processed Grid.  Click on this button to transfer these files to the Grid in the Available for Edit section:

The Grid will split the products into certain categories - in the above example it has split the products into those that contain new products (with a status of N), errors (with a status of E) or with warnings (W).

The following buttons are available under the Available to Edit Grid

• : Clicking on this button will remove all the files in the Available to Edit Grid.  Please note: these files will be removed entirely from this screen and you may have to reload them if they are still required
• : This gives you the option of removing selected files from the Grid - select the tick box in the Select Column on the Grid for the files that are to be removed and clicking on this button will remove them. Please note: these files will be removed entirely from this screen and you may have to reload them if they are still required.
• : Click on this button to edit the details in the selected file in the Grid and/or to import it into the Purchasing module - any issues will need to be corrected or you will not be able to import the Products.  This Select the tick box in the Select Column on the Grid for the files that are to be edited.  Clicking on this button will open the Catalogue Load Review - Edit screen:

This screen is further detailed in the Edit Import Files section.