e-manage|ONE supports provides robust support for importing items from several different various sources, including .sif files, XML files, Spacesaver Configura (XML), Excel, and Copy & Paste. e-manage comes preset The system comes preconfigured with at least one import type defined that is appropriate suitable for your company's needs, and you may have more than one if more were created multiple import types set up during your company's implementation. In this section we will first go over , we'll cover importing using an existing import going through a "existing imports, specifically .sif " file importimports for Contract Furniture Companies, a Spacesaver Configura (XML) importimports, and a copy and paste importimports. Additionally, then we will go through we'll explore how and when you can create custom imports. This section assumes Please note that you should have gone through the "Setting up MFG Codes" section just before proceeding with this sectionguide.
You can also watch the below short video that demonstrates importing a SIF or XML file into e-manage|ONE from your specifying software.
| Widget Connector | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
|
...
Importing using Existing Imports:
e-manage|ONE facilitates the import of items from various sources. Here are the steps for importing using existing imports:
Click the "Import SIF / XML" button on the main toolbar of the BOM Tiled window. If you
...
haven't selected any auto-part templates, e-manage|ONE will
...
prompt you
...
to proceed; select "Yes."
...
...
...
In the import window
...
, choose the type of import you
...
wish to perform. We'll start with a .sif file import for Contract Furniture Companies.
...
By selecting the import type
...
, you are
...
using the default settings of the import template. Still,
...
you can
...
modify these defaults for this import
...
by clicking the "1 Time Settings" button inside
...
the "Import Type" drop-down list
...
.
...
The really important settings here are
Important settings include "Import as Separate Options
...
," "Do not use type as Phase Name
...
," "Phase Tag 1, 2, and 3
...
," and "Package Tag
...
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.
...
." These settings determine how your import data is processed.
The filename drop-down list will show current .sif files you've attached in the documents section. If not, use the "Browse" button to
...
locate the .sif file.
...
...
...
Optionally, you can import the
...
.sif file contents into an existing option
...
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.
or phase if applicable.
...
For .sif files
...
, you don't need to set the vendor as it
...
's determined by the MFG Code on a line-by-line basis.
The Discount Template
...
can be used for applying Manufacturer set discounts based on contracts.These discount templates are setup in a separate window, please see
...
...
. 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.
...
Click the "Validate Parts" button. If
...
all items have a corresponding MFG Code in e-manage
...
|ONE,
...
the
...
process completes. If not, you may see
...
items in the grid below
...
that need to be
...
added to your database.
...
You can add these by entering the missing MFG Codes or setting other required values. Once done, click the "Validate Parts" button again.
...
Importing parts from Spacesaver Configura (XML):To begin, click
Click the "Import" button
...
on the main toolbar of the BOM Tiled window. If you
...
haven't selected any auto-part templates, e-manage
...
|ONE will ask
...
if you want to
...
proceed; select "Yes."
...
...
The import window will open where you can choose the type of import you will be doing.
...
Choose "Spacesaver Configura Drawing (XML)" as the import type.
...
By selecting the type of import you are going to do, you are also using the default settings of the import template, however you can change any of the defaults for this import only if you click on the "Settings" button inside of the "I am Importing" drop down list box.
...
The "Import File Contains MFG Discount" is set by default because the XML file created by Spacesaver Configura contains the correct MFG discount for the volume of what you are ordering.
"Import as Separate Options" uses your boxed named group of items from Configura and builds separate options for each distinct group in your file (otherwise your grouped items will import as phases into one option)
...
Configure settings as needed, such as "Import as Separate Options" and "Do not use type as Phase Name
...
Click the "Settings" button again to hide the panel.
...
."
...
Use the "Browse" button
...
to locate the Configura XML File to import.
If you would like, you can import the contents of the Spacesaver Configura (XML) 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.
...
Once you have chosen an option to import into, you can also choose to import the contents of the Spacesaver Configura (XML) 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.
...
Optionally, import the XML file contents into an existing option or phase if applicable.
...
The "Vendor" drop-down will automatically
...
select the vendor, such as Spacesaver Corporation
...
.
Click the "Validate Parts" button. If you have MFG Codes set up for Spacesaver Product Types, all items will import with
...
one click
...
. If not, you may
...
need to add parts to the database after setting
...
required fields
...
.
...
Importing via Copy + PasteThe
e-manage|ONE allows you to import items via copy and paste importing of items can come from any tabular (in a table structure) data. For the most part you would use excel to put a list of parts together (or export from another application). Copy all of the cells that have data (including the column headers, then follow these instructions. If you do not have a copy + paste template, you will need to create one (see the section immediately following this one on creating your own import templates). In this example, we will define the values manually and on the fly for the copy + paste columns.To begin, you will need a spreadsheet with the following required data columns , such as Excel. Here's how:
Ensure you have a spreadsheet with the required data columns: QTY, Part #, Description, List Price, and Vendor. (These are the required fields if you have MFG Codes setup for the items you will be importing.
...
QTY
Part #
Description
List Price
Vendor
Here is an example of a spreadsheet of data that can be used to import via copy + paste:
...
)
Excel Example Below
...
Highlight all rows in Excel (including column headers) and
...
copy them (CTRL + C).
...
In the e-manage
...
|ONE BOM
...
Tiled window, click the "Import SIF / XML" button.
...
Choose one of your copy + paste import items
...
from the "Import Type" drop-down list.
Click the "Paste" button. You
...
'll be asked if the copied data contains column headers.
...
If you say no, the column headers will be generated automatically but will not mean anything to the data they contain. The data will appear in the grid below the paste button.
...
e-manage
...
|ONE will add
...
extra columns for MFG Internal, Phase Name Internal, Manhours Internal, Cubes Internal, and Percent Internal.
MFG Internal - an editable cell that allows you to manually set the MFG Code to use during import
Phase Name Internal - an editable cell that allows you to manually set the phase the item will go into
Manhours Internal - an editable cell that allows you to set the manhours it will take to install this item
Cubes Internal - the number of cubes this item will take up in a freight truck
Percent Internal - Depending on the pricing type, this will be the margin, markup, or customer discount
Map the columns to data using the drop-down list boxes to the right of the grid.
...
You can assign a MFG Code to one or more-line items by highlighting row(s) and , right-clicking and choosing an MFG Code from the MFG drop down list box and pressing the ENTER key on your keyboard.
...
By right clicking on one or more rows, you can also set the phase that the parts will import into, the manhours, the cubes and the markup, margin, markups, margins, or customer discountdiscounts import into.
...
Next you will need to map the columns using the drop down list boxes to the right of the grid by choosing the column from the grid that corresponds to the label of the drop down list box. This part of the process can be greatly reduces reduced by creating a custom template for spreadsheets that are always the same.
...
Click the "Validate Parts" button.
...
If
...
any values are missing
...
that prevent item addition, you'll receive a message indicating the missing values. Correct these by right-clicking on line items and setting the missing values
...
. Then click
...
"Add Parts To Database"
...
until
...
the grid
...
is empty, completing the import.
Creating your own Custom Import Templates
...