ISQuote

Refer to General Importing instructions first for information on import preparation.

For a successful Price Change import your sheet must at least contain the following information.

A column for the Manufacturer
A column for the Part Number or Manufacturer Part Number
A column for the Item Description
A column for the List Price

Also:
> No cell should be left blank in your spreadsheet or the import item will fail.
> The manufacturer data on the .xls sheet should read exactly how the manufacturer is listed in ISQuote. Example: If your manufacturer listed in ISQuote is Widget your manufacturer data in the .xls sheet should read "Widget" in every row.
> When formatting your .xls sheet refer to the acceptable column headings below.
Acceptable column headings for importing new items, item changes and pricing changes.

Column to Import Acceptable Column Heading Acceptable Column Heading Values

Manufacturer manufacturer mfg Must match the mfgID in ISQuote

Part Number partnumber part

Mfg Part Number mfgpartnumber mfgpart

UPC Code upccode upc

Item Description itemdesc description Up to 500 characters

Series series

List Price listprice price

Weight weight wgt

Unit Surcharge unitsurcharge surcharge

Item Price Type itempricetype pricetype Must match the Item Price Type in ISQuote

Item Category itemcategory category Must match the Item Category in ISQuote

Spec Sheet specsheet specificationsheet Must contain the full address: http://

Spec Sheet Label specsheetlbl specsheetname

Info Sheet infosheet informationsheet Must contain the full address: http://

Info Sheet Label infosheetlbl infosheetname

Item Notes note itemnote Up to 500 characters

Unit of Measure um Up to 6 characters

Footnote 1 footnote1 fn1 Must match Footnote code in ISQuote

Footnote 2 footnote2 fn2 Must match Footnote code in ISQuote

Footnote 3 footnote3 fn3 Must match Footnote code in ISQuote

Footnote 4 footnote4 fn4 Must match Footnote code in ISQuote

Pricing Flag pf Values: A, L, N, or X

Box Quantity boxqty boxquantity

Box Quantitiy Required boxqtyreq boxqtyrequired Yes, no

Case Quantity caseqty casequantity

Case Quantity Required caseqtyreq caseqtyrequired Yes, no

Pallet Quantity palletqty paletquantity

Pallet Quantity Required palletqtyreq palletqtyrequired Yes, no

Image File Name image imagename Image must be loaded into the Images folder of ISQuote. Call for assistance.

Series Description seriesdescription seriesdesc

Expiration Date expirationdate expdate

Competitive Maufacturer compmfg compmanufacturer Competitive Mfg must match Competitive Mfg in ISQuote

Competitive Part Number comppartnumber comppart

Competitivie Item Description compdescription compitemdesc

From this point forward you should have the.xls sheet prepared and saved.

To begin select > Imports from the main menu
You will now be directed to the Add Import screen. Select > New

Add Import

Fill in the appropriate information.

Import Description Enter a description for this import such as "Widget 2007 Price Change"

Import Type Select from the dropdown box the Import Type. "Price Change"

Import File Name Enter the .xls full file name that has been saved into the ISQuote/Import folder

Import Sheet Name Enter the .xls sheet name. Defaults to sheet1 (This information is located at the bottom of your .xls sheet. See image below:)

Note: Importing is a two step process. You will first "Import" the data, second you will "Process" the data.
Importing brings the data into ISQuote but does not update and files.
Once you are ready to process the information you will "Process or Update" the file into ISQuote.
This is helpful when you have a pricing update. You may have obtained the price increase ahead of schedule and have the data ready to go on a particular date. Then you can return to ISQuote and simply Process/Update the imported file.
All import status can be viewed in the Imports table. To view select Imports from the main menu.

When finished entering the import information select > Save. You will now be directed to the Import screen.
Select the Manufacturer, Item Category and Item Type from the dropdown boxes.
Verify the Import File Name and Import Sheet Name.
Select Import/Data from the top of the screen.

Wait for the Import Date/Time field refreshes before proceeding. Do not click any other button until the screen refreshes.
The import step can take several minutes depending on the size of the spreadsheet.

After the spreadsheet is imported, review the import statistics at the bottom of the page. The total records imported should match the number of rows in your spreadsheet. If you are doing a item import and the imported record count is zero, there is probably a mismatch between the Import Mfg and the Mfg in the spreadsheet or there is numeric data in the Part Number column. Review the Import Detail for specific errors and warnings. If you have an error in the spreadsheet, you can fix the spreadsheet and Import again. You will not be able to import again after the update.

Once the import has finished click on Process/Update button to add or update records. Wait until the Update Date/Time field refreshes in the Date Updated field before proceeding. Do not click any other button until the screen refreshes. The update step can take several minutes depending on the number of items added or updated.

Once the update is complete and the date has refreshed you have completed the import price change process.

When you do a Price Change Import the statics will now tell you what items in your current database that did not get updated. Simply select Not in Import from the dropdown menu.

In the example below we imported a new price sheet that contained 50 items. Our database for this manufacturer contains a total of 105 items. The statistics display a total of 50 items imported and also displays the number of other items in the database that did not change (55).

To view the items in your database that was NOT affected by the new price import, select No Import from the Item Import Detail dropdown “Import Status”. This will now filter on the items that were not on your Excel sheet that you imported but were in your database and did not change. Note: If an item on your Excel sheet was imported and the price did not change that item would be listed under the No Change filter.