Setting up Product Import

Product Import module imports data and updates records in other modules, primarily Product records. It is essential that setup in those modules is completed before setting up Product Import. Complete the prerequisites, set the administrative options, and set up operators. Then, complete setups in these functions::

  • PI Import Definition Setup
  • PI New Product Default Setup
  • PI Price Cost Multiplier Setup

Prerequisites for Product Import

Before setting up Product Import, you must set up the foundational modules that Product Import interacts with, such as your company, vendor, and product modules.

  • SA Company Setup: Company records affect almost every function within the system.
  • SA Table Code Value Setup: Ensure you define any price types you need in Product Categories-Price Types.
  • Vendor Setup: Ensure you set up the vendor records you need.
  • Product Line Setup: Establish the product lines you need and associate them with vendors and products.
  • Product Warehouse Description Setup: If you are using price/cost multiplier records for specific warehouses, you must set up the appropriate product warehouse descriptions.

Setting up administrative options

You must specify a directory path for import files. In addition, certain Product Import functions are affected by your settings in SA Administrator Options.

  • Specify a directory path where supplier product files are imported. Select System Administrator > Administration > Administrator Options-Products-Defaults-Product Setup-Import Directory.
  • If you are using PI Import Definition Setup, in the Product view, the mapping section refers to UPC Sections. These segments are defined in SA Administrator Options-Product-Alternates/UPC-UPC Structure. If you do not have a segment defined other than the vendor and product segments, it is not displayed in the UPC Sections portion of PI Import Definition Setup.

In PI Price Cost Multiplier Setup-Interchanges, you can select a UPC option, which references your settings in UPC Structure.

  • In PI New Product Default Setup, select where the Lookup Name populates from. If you select Blank in the Lookup Name field in PI New Product Default Setup-Defaults, the lookup name is displayed based on your setting in the Lookup Name From field in SA Administrator Options-Products-Defaults-Product Setup.

Setting up operators

The operator security settings determine whether Product Import is available on the mega menu and the actions can be performed. In addition, some settings in SA Operator Setup are required for some Product Import functions to work properly.

  • To ensure Product Import is displayed on the mega menu, select System Administrator > Setup > Operator and access Function Security. In Menu Set, specify Web. In Name, specify PI*. Click Search. Click Select All Rows (or set specific functions individually) and click Set Function Security. Set the security level at 3 or above and click OK. In Queued to Set, click Select All Rows, or set specific sub functions individually, and click Sub Function Security. Save your changes. Repeat for all operators who require this authority.
  • For operators using PI Entry Edit Product Update File, set their security to allow them to change the records in the edit file. Their security level must be at least a level 3 (change). Level 5 is required to delete line items. To view prices, set the SA Operator Setup-Entry Options-OE/PO Entry Options Price/Discount Info optioin to Allow Entry or Allow Viewing Only. To view costs, set Allow User to View Costs to Yes.
  • For operators using PI Entry Journal Print, set the SA Operator Setup-Other Options-General Ledger-Inventory Control Update GL option to Yes to allow updates the General Ledger.
  • Operators using PI Entry Update Products must have a security level of 3 (change) or higher to update product entity records with this function.