ADP Business Solutions, developers of Easy DD the Direct Debit solution for Sage 50 and Sage 200, are pleased to announce a feature plug in to allow the bulk import of customer account stock item and product group discounts into Sage 200 from Excel.
Stock Item Special Price
Populate Excel sheet in correct format.
Product Group Discounts
Populate Excel sheet in correct format
Populate the Excel sheet with Account Reference, Product Group Code and Percentage Discount data for each Customer Product Discount you wish to apply (Headings must be kept the same as those in the sample template)
Run the Import
As each format is applied to an Excel worksheet, an end user can import multiple stock item special price values and also multiple product group discount rates for multiple customer accounts from a single Excel workbook! The plugin parses through the worksheets to decide which type of data (if any,) is being imported in each one. The end user just needs to select the Excel workbook and run the import thus allowing the user to mass import both types of data in one run
- Open Import Screen
In Sage 200, select the Import Discounts feature to open the Import Screen.
Select the Excel Source file and location to output the audit log to (the values from your last run will have been saved for you).
- Run Import
The Import Routine will now parse through the Excel file looking for a sheet containing the necessary headers. When the sheet is found, the routine will take and validate each line of data against the existing Sage values and carry out the steps outlined in the manual process for each row of data. Each change will be recorded in the audit log. If there is any issue with a particular row, a note will be entered into audit log and the process will move onto the next row. Once complete, the Audit Log can be viewed by the user.
For more information please contact us.
T: 00353 1 4293650 E: firstname.lastname@example.org
ADP Business Solutions Ltd. Unit G9, Calmount Business Park, Ballymount, Dublin 12