How to export discount groups from 4.2 Fab software for import into Solatech Dealer Ordering System (DOS)
Summary
This article describes how customers with Solatech
4.2 Fabrication software and a Solatech Dealer Ordering System (DOS) can
run a customer discount report that will be formatted properly for
import of discounts into accounts in the DOS.
Note:
The 4.2 report referenced below is not installed by default on your
Fabrication software. Please contact Solatech to obtain a copy of this
report.
Instructions - Part 1
- In 4.2, navigate to Reports>Report Center
- In the left hand category column, select Discounts
- In the right hand column, scroll to the category Discounts by Customer and select the report Discounts by Customer-Selected Customer-SF by clicking on the report name once
- From the upper toolbar, use the drop down arrow to the right of Run Report to select Export
- Enter the customer name in the Criteria Field then press the Continue button
- On the Export Report Window, Click the Save As button to navigate to the location in which you wish to save your file
- Change the Save as type to Text Files
- Give the report a name in the following format "report name.csv"
- Hit the Save button
- On the Export Report window, use the drop down to the right of Export as and select Text File
- In the Options section, enter a comma (,) as the field delimiter
- Remove any data in the Page delimiter field
- Press the OK button
- Your file will be exported
- Open the file you saved
- Copy the contents
- Open Excel
- On the Home section, drop down Paste and select Use Text Import Wizard
- On the Text Import Wizard, select Delimited and click Next
- Select Comma and click Next
- Click Finish
- Scroll
through the document, and look for any page breaks. Delete all lines
containing page breaks. In the example below, line 47 would be deleted
- When all page breaks have been removed, save your document. (note: keep the document in the .csv format)
Instructions - Part 2
- Login to your Solatech DOS
- Click on Admin (from the upper navigational toolbar)
- Select Accounts from the sub-menu
- From your list of Accounts, click on the Account for which you wish to import discounts
- Click on Discounts (see example below)
- In the section Import Discounts, click the Choose File Button
- Navigate to the .csv file you created earlier. Click on the name once; then click Open
- Click the Apply button in Import Discounts
- Your Account discounts will be applied.
Applies to: