e-manage|ONE supports importing items from several different sources including .sif files, XML files, Spacesaver Configura (XML), Excel and Copy & Paste. e-manage comes preset with at least one import type defined that is appropriate for your company, and you may have more than one if more were created during your company's implementation. In this section we will first go over importing using an existing import going through a ".sif" file import, a Spacesaver Configura (XML) import, and a copy and paste import, then we will go through how and when you can create custom imports. This section assumes that you have gone through the "Setting up MFG Codes" section just before this section.
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If you would like, you can import the contents of the .sif file into an existing option if you have any options already in the BOM (If not, this drop down will be empty). If you want to import into an existing option, simply choose the option from the drop down list box.
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The really important settings here are "Import as Separate Options" - this will use your tags and build separate options for each distinct tag in your file (otherwise your tags will import as phases into one option), "Do not use type as Phase Name" - if this is not checked, any untagged items will use the product type set by the MFG Code as the phase name, "Phase Tag 1, 2, and 3", different pricing programs have different codes for tagging items, this setting allows you to set (in order) the possible tag fields from pricing files, "Package Tag" this will be the code that separates your order into groups for packaging when sending your order in to the vendor.
The Skipped Option Definitions tell e-manage 7 while importing which of the options should be considered "skipped" and show in red on the quote. For Haworth, this would be "~". While importing any part of the option number (ON=) that contains any of the characters (or codes) will be marked as an "error" and show up in red on the quote. Different Manufactures have different ways of specifying skipped options, so you should program in all codes here that you might hit on an import.
Click the "Settings" button again to hide the setting panel.
The filename drop down list box will show you any .sif files you have attached in the documents section that are current documents. If you already attached a .sif file to the documents section you should choose it. If not, you will need to use the "Browse" button to find the .sif file. If you are using project matrix, you will need to have the .sif file closed in order for e-manage 7 to use it for importing as ProjectSpec locks the file while it is open.
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If you would like, you can import the contents of the .sif file into an existing option if you have any options already in the BOM (If not, this drop down will be empty). If you want to import into an existing option, simply choose the option from the drop down list box.
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Once you have chosen an option to import into, you can also choose to import the contents of the .sif into an existing phase of the option by choosing a phase out of the "Import Into Phase" drop down list box. This box will only be enabled once you have chosen an existing option to import into.
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The Discount Template is used for applying Manufacturer set discounts based on contracts. These discount templates are setup in a separate window, please see "SPA's and Special Discounting / Vendor Commissions". Choosing a template here will apply preset discounting to certain product types from certain vendors and / or apply a Vendor Commission Percentage to each line item that matches the template details.
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