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Showing articles from IMPORT tag

Creating the Inventory import template

To create the Inventory import file from the provided iinven.xls file, do the following steps. 1. Open the IINVEN.XLS file and the file you intend to copy from.  Make sure you do not delete or change the name of any of the columns in the IINVEN.XLS file. 2.  Copy from the excel sheet you are copying from, and p…

Importing the Inventory excel file (IINVEN.XLS) into Vision

In order import the inventory excel file into vision, you must first have filled in the iinven.xls template that was provided to you.  Once that is finished, do the following steps. NOTE:  All users must be out of vision. 1.  Copy the IINVEN.XLS file into the Vision Folder. 2.  At the main menu of Vision, pr…

Creating the Ivendor template

To create the vendor import file from the provided ivendor.xls file, do the following steps. 1. Open the IVENDOR.XLS file and the file you intend to copy from.  Make sure you do not delete or change the name of any of the columns in the IVENDOR.XLS file. 2.  Copy from the excel sheet you are copying from, and p…

Generic Price update procedure

GENERIC PRICE UPDATE PROCEDURES In order to import a price file that you have received from a Vendor, do the following steps (These steps will work with ALL pricing files) NOTE:  Vision can import ONLY Microsoft Excel Version 5.0/95 files or Comma delimited files.  Adobe Acrobat cannot be imported.  In additio…

Creating the ICUST.XLS template

To create the Customer import file from the provided ICUST.xls file, do the following steps. 1. Open the ICUST.XLS file and the file you intend to copy from.  Make sure you do not delete or change the name of any of the columns in the ICUST.XLS file. 2.  Copy from the excel sheet you are copying from, and paste…

Importing customers and vendors from excel template

The following information will assist you in importing customers and vendors into vision from their respective xls template files. NOTE:  YOU MUST HAVE EXCLUSIVE USE TO PERFORM THESE IMPORTS.  NOBODY ELSE CAN BE IN VISION. 1.  Copy the saved files into the vision folder (make sure that they are saved as excel…

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