Import/Export Module Default Settings

General Information

This screen enables you to establish the settings to be used for both the Order Import and Order Export functions of the optional Import/Export Module. These settings need to be made for any/all use of the Import/Export Module. These settings made be changed at any time prior to any import session to effect changes to orders being imported in the next import session.

See Also

Select Orders for Import

How to Use the Screen

Complete the information in the fields for Order Import and Export and press SAVE to exit and save. Press CANCEL to exit without saving.

Field Definitions

Order Import Settings

These settings need to be made when using IEM for use with either a service firm or with SiteLINK.

IMPORT FILE NAME & PATH - the location and name of the import file(s). This entry becomes the default entry for order import.

IMPORT FILE SOURCE - for user's having one or more of the optional Order Management Modules (for Miva, Yahoo, ShopSite or Amazon) or users who created a custom import using the Import Export Wizard, the import file's point of origin. Selecting a particular source establishes how M.O.M. will import the file based on where the file came from. Once selected, no other modification of the file is required. For more information see the Order Management Module Setup and Daily Use Guide.

IMPORT FILE FORMAT - the data format used by your service firm for the import file(s). For use with SiteLINK, the format is "Dbase file."

DEFAULT SHIPPING METHOD - the default shipping method to be applied for all imported orders that do not already have a shipping method. This entry must be one of the shipping methods defined in Maintain Shipping Methods function.

DEFAULT SOURCE KEY - the default source key for all imported orders that do not already have a source key. This entry must be one of the source keys defined in Maintain Source Keys function.

DEFAULT SALES ID - the default sales ID to be used for all of the orders imported that do not already have a sales id code. This entry must be one of the Sales IDs defined in Maintain User List function.

DEFAULT PAYMENT METHOD - the default payment method to be used for all of the orders imported that do not already have a payment method. This entry can either be Open Invoice or C.O.D.

DEFAULT CATALOG CODE - the default catalog code to be used for all of the orders imported that do not already have a catalog code. This entry must be one of the catalog codes defined in Maintain Catalogs function.

DEFAULT RETURN CODE - the default return code used when importing returned items with no associated return code. If none is selected, M.O.M. will assign the first return code set up in Global Parameters.

DEFAULT ORDER PRIORITY - the default order priority to be used for all of the orders imported that do not already have an order priority.   This entry can either be No Priority or High Priority.

DEFAULT PAYMENT METHOD - the default payment method for all of the orders imported that do not already have a payment method.

DEFAULT ORDER TYPE - the default order type for all orders imported that do not already have an order type code. Order type codes are defined in the Maintain Order Type function. Hint: For SiteLINK users, a special code should be set up that identifies SiteLINK web orders.

DAYS TO HOLD CHECK - for imported orders that are paid with a check or E-check, select the number of days that M.O.M. should hold the order for processing to allow the check to clear.

AUTO IMPORT FILE PATH - check this box and enter the path to the file(s) which you want to automatically import.

Note - Imported Files: The files being imported must conform to the Import File Type set up in the Import/Export Settings.   M.O.M. will check and import any available files at 5 minute intervals.  After the order(s) have been imported into M.O.M., the import file is transferred to an IMPCOMP subfolder under the MOMWIN folder as a backup (for multiple companies, each company will have an IMPCOMP folder and renames with the first 3 characters of the original name with the date it was imported and a number sequence (for example, if the filename is bluecomp.dbf, the date is April 12th 2003 and this is the 5th file being imported, then the file name will be blu041203.005).  

Note - Failed attempts: Whenever MOM attempts to import a file record which does not contain a customer number, full name and addresses, it will be considered a "bad record". If 3 consecutive "bad records" are detected in a row, the File Viewer will open to allow manual editing to either clean the file and proceed with importing or completely bypass this file and not import it. If there are other files in this import path, it will proceed to import them.

Note - Invalid Files: All invalid files that the Auto Import will attempt to import will be transferred to \impcomp\badfiles subfolder under the MOMWIN folder. They can inspect the file to determine the reason the file was rendered an invalid file. The Report will also include the regular file import.

INCLUDE COMPANY NAME WHEN SEARCHING FOR CUSTOMER MATCHES- check this box to use the Company Name in addition to the Customer Name when matching imported customers to existing customers in M.O.M.

MATCH THE UPC CODE OR ISBN WHEN A PRODUCT SKU WAS NOT FOUND- check this box to use the UPC Code or ISBN number of an item on an imported order, when the product SKU is missing. The UPC Code or ISBN number must occupy the field in your import file that is normally occupied by the stock number.

APPLY ORDER PROMOTION - check this box to apply the highest level of order promotion that the imported order qualifies for.

SYNCHRONIZE INVENTORY WITH SITELINK- check this box to allow SiteLINK to receive the latest inventory levels from M.O.M.

AUTOMATICALLY DOWNLOAD NEW ORDERS FROM SITELINK - check this box to enable the Auto Import feature to download the paid orders from SiteLINK automatically. Note: Requires an entry (e.g. "c:\") in the AUTO IMPORT FILE PATH and the Auto Import Process screen open on a workstation.

Order Acknowledgements

These fields enable you to select any one of form letter notices setup using the Maintain Customer Notices function to be sent as an "order acknowledgement" for each order downloaded into your M.O.M. system using the Import/Export Module.

NOTICE TO SEND - select the notice to be used in the mail/merge.

Send Options for Notices

There are three send options for the order acknowledgement notice. Any combination of options may be selected. MS Mail must be installed on your workstation/network to use either the Internet e-mail or Fax options below.

PRINT TO PRINTER - this option prints the notice the next time the Order Processing function is run.

INTERNET E-MAIL (VIA MS MAIL) - this option sends the notice as an e-mail to the customer's e-mail address using Microsoft's Mail program the next time the Order Processing function is run. The customer must have an e-mail address set up in the General information tab of Customer Information. If you use this option, you should also enter a SUBJECT HEADER for the e-mail in the field at the bottom of the screen section.

FAX (VIA MS MAIL) - this option sends the notice to the customer's fax number using Microsoft's Mail program the next time the Order Processing function is run.

The customer must have a fax number entered in the ALT/FAX field of the Customer Information screen. If you use this option, you should also enter a SUBJECT HEADER for the fax in the field at the bottom of the screen section.

ONLY PRINT WHEN E-MAIL OR FAX ARE NOT AVAILABLE - check this option if you have selected to send the notice via e-mail and/or fax and you want the notice to be printed for any of those customers who may not have an e-mail address or fax number as part of their customer information.

Order Export Settings

EXPORT FILE NAME & PATH - the location and name to be used for the export file(s). This entry is the default entry used for order export.

EXPORT FILE FORMAT - the data format to be used for the export file(s).