TSD has achieved a major breakthrough in the nursery sector. Stock lists, enquiries, orders, and stock items of third parties can now be imported into WinTree very efficiently. For years the biggest stumbling block has been that the customer’s plant sizes did not correspond with plant sizes of suppliers, and standardization remained a 'nice-to-have'. TSD has come up with a unique solution.
The way in which the importing process works is ingenious and unique in the nursery sector. During the importing of data, WinTree will match the lines that it recognizes with its own stock items. The lines that were previously linked, as well as the lines that partly (or wholly) correspond with the own plant names and plant sizes will be imported directly. The lines that are not recognized are stored in a sort of notepad. This is where the lines can be matched manually in an advanced way. WinTree will remember these matches because it is a self-learning system.
The following data is imported based on import profiles:
Stock lists as fictive stock
Insight into the stock that suppliers have available is extremely important for many companies. This is why a lot of time and attention is spent on converting paper catalogues manually as fictive stock in their own system. Additionally, many stock lists are supplied in Microsoft Excel per email. What could be more ideal than to be able to import this data into WinTree® with just a couple of keystrokes and mouse clicks?
Enquiries and orders
Responding quickly to enquiries in a professional way will almost certainly result in increased sales. Importing enquiries (quotations) and orders (sales orders) can save a lot of time. And the number of entry errors are also reduced to a minimum.
It is now possible to respond quickly to large-scale enquiries, and entering orders consisting of a lot of lines is simple and easy. Considering the time pressure that is often placed on delivering the ordered products, WinTree gives you the possibility to meet the requirements of the enquiry better. In the most hectic period of the trading season, every opportunity to gain time is welcome.
Stock items
Based on import profiles, it is easy to expand one's own stock items. Stock items with various data from third parties can be imported easily and quickly, making time-consuming manual entry unnecessary.
Relation articles
Based on import profiles, data that clients wish to have on labels, for example, can be imported. Except for plant names and plant sizes, this usually concerns retail prices and barcodes.
Modules and parameters
The use of the import possibilities is divided into the five groups already mentioned: fictive stock, sales (quotations and sales orders) and stock items. Each possibility can be used separately from the others.
Importing fictive stock: you will need to have the module 116 (Exporting and importing fictive stock) activated if you wish to take advantage of this feature. Additionally, the module 86 (Trade functionality II) must also be activated so that you can manage the fictive stock after importing.
Importing quotations: you will need to have TSD parameter 1188 activated. Of course, module 60 (quotations) will also need to be activated so that you can create quotations.
Importing sales orders: you will need to have parameter 1188 activated. No other separate modules are required for this.
Importing stock items: this function works as soon as parameter 1217 has been activated by TSD. Additionally, the module combination Basic – Plus is also required. In addition to the basic module, these are modules 61 (Batch administration), 66 (Location management) and 69 (Multiple allocation).
Importing relation articles; this function works as soon as parameter 1217 has been activated by TSD. Of course, module 82, Customer article information must also be active.
Parameter 1881: with this is set up that during importing the native name on the basis of the language of the customer replaces the Latin name.
Properties on screen Import profiles
When creating import profiles, use is made of parameters. These are settings in the programme that are taken as default values when creating a profile. These parameters are defined via the Properties of the screen.
Open the import profile window via the menu Relations -> Import profiles. Close the search window. In the opened window, click on the right mouse button and select the Properties option. A window will now be opened containing four or five tab pages. The "Relation article" tab page will only be displayed if module 82, Customer article information has been activated.
Tab page "General"
Input field "Size code that must be used if no matching of sizes has taken place":
For each import profile, it is possible to define whether the sizes in the import file have to be matched. If this matching does not need to take place, then the size that is specified in the input field will be used as the size for matching purposes. It is possible, for example, to select a size 'Deliverable'. Of course the specified size code must be present in the size list in WinTree.
Match percentage for plant names:
This makes it possible to determine how accurately plant names from the import file can be linked to the Latin names in WinTree. 90% or higher will result in fewer matches during the importing process, but does prevent wrong matches from occurring.
Match percentage for plant descriptions:
The same applies here as for plant names, but only for the sizes. A percentage of approximately 80% can be used here to achieve sufficient matching with a high degree of accuracy.
Maximum number of lines in test profile:
When the profile is being tested, the whole file for which the profile is being made is imported. By making the testing process quicker, the maximum number of lines on which must be tested can be specified here. By default this is 25 lines, which gives a good picture of the created profile but also works quickly.
Tab page "Supplier offers"
Checkbox "Over-write existing supplier offers….":
This prevents duplicate lines being included in the supplier offers. Select one of the five options.
- Always over-write
This means that existing lines are over-written with the new amounts and prices, and non-existent lines added. Lines that do not occur in the import file remain unchanged. - Save and add new lines
This means that existing lines are maintained, and the lines from the import file are added. - Set amount to 0 and add new lines
This means that the amount in the existing lines is set to 0 and the lines from the import file are added. - Delete and add new lines
This means that all existing lines are deleted and the new lines from the import file are added. Of course the only lines from the supplier that are deleted are those where new lines have been imported. - Delete if no longer valid, add new lines
This means that the existing lines are deleted whose "valid till" date has expired. The lines from the import file are added. Of course the only lines from the supplier that are deleted are those where new lines have been imported.
Checkbox "During import…":
Activating this option makes it possible, during the importing of the file, to modify the input date and the "valid till" date for all lines from the import file, as well as the allocation priority. If this checkbox is not activated, the input date will become the import day and the "valid till" date will be determined based on the properties of the Supplier offers screen. The allocation priority will be taken from the supplier data.
Tab page "Stock items"
Checkbox "Existing price in the stock items…":
If this checkbox is activated, the prices of the articles from the import file will be used to modify the articles in WinTree. Of course this will only happen if the match code/size code combination from the import file also occurs in WinTree.
Existing EAN barcode numbers can be included during the import. One of the following choices is then possible:
- Never over-write
This means that the EAN numbers will not be over-written in WinTree. Even when no number has been entered in WinTree. - Always over-write
This means that the EAN numbers from the import file will always be stored with the articles in WinTree, even when no EAN number has been entered in WinTree. Here too, the condition is that the match code/size code combination from the import file also occurs in WinTree. - Only over-write if not filled in WinTree
This means that EAN numbers will only be imported in WinTree if no EAN number is already present for an article in WinTree.
ATTENTION: EAN numbers are typically owned by producers. These EAN numbers must therefore not be used without prior permission being granted. Always discuss the use of the EAN numbers with the relation that supplies the article file.
Tab page "Relation articles"
Checkbox 'Existing retail price in the customer articles…."
This means that the customer article data which is already present can be modified based on the data from the import file. Of course only that article data can be modified for which the match code/size code combination with the relation data in the import file also occurs in WinTree.
Tab page "Outlook"
This is where you can define the default directory in Outlook where, during the import process, a search for the import file will be made. This option can be used if stock lists are received per email and archived in Outlook. At the same time, it is possible to define which messages WinTree will display during the import process. The received date of the email is used for this purpose.
ATTENTION: only one directory from the personal Outlook directories can be selected.
After you have defined the properties of the window in the correct way, close the window by clicking on [OK] and close the Import profiles window.
The settings in the properties apply when each new profile is being created. As soon as the Import profiles window is opened, the properties will be used.
It is possible to save received import files in Outlook. Do not leave the import files in the Inbox because this will mean long delays during the import process before the correct file is found. A good option is to save the import file in a separate directory in Outlook. However, this has a major disadvantage, especially when using WinTree in a network, because other WinTree users will not be able to access these import files.
The best option is to save useful import files on the hard drive of the computer or on the server. Create a separate directory at a location to which all WinTree users have access. If a useful import file is then sent per email, everyone can save the import files to that location.
TSD recommends that you save just 1 import file per relation for, for example, fictive stock. Save the file using the name of the relation. If a new stock list from this relation is received at a later stage, you can save this list using the same file name. The old list will then be over-written. This ensures that there is never more than one import file present.
Later on in this manual, it will be assume that the import file has been saved on the hard drive of the computer.
ATTENTION:
In the saved import file, you must enter the full information for each line. Latin names can not be specified in a following line with a hyphen. Each line must include the full Latin name.
Importing data
After the correct modules and parameters have been activated and the properties of the import file window have been defined, data can be imported.
Importing data consists of two steps:
- Creating import profiles
- Importing the data
An import file contains information regarding how the data in the import file that has been sent by the relation must be converted into the format used by WinTree. If the relation sends the files in the same way each time, then a profile will only need to be created once for that relation. TSD advises that you make clear agreements about the way in which the relation supplies the files. The best file format for WinTree is Excel files.
For importing fictive stock lists, an import profile must be set up for each relation. For importing quotations and sales, WinTree can, in addition to defining an import profile per relation, also make use of a default import profile. This default import profile is used when no profile is found for the relation during the import process. The default import profile looks like this:
Column A: Amount
Column B: Plant name
Column C: Size description
Column D: Price
Column E: Text
ATTENTION: to import data from an Excel file, Microsoft Excel must be present on the computer on which the profiles are created, and where the import process takes place. WinTree does not function with Open Office!
By using import profiles, however, it is possible to import data that have been saved as a .CSV or .TXT file. Fixed length files and VARB files can also be imported. We will not describe the importing of these types of files in any more detail in this manual.
Open the Import profiles window via the menu Relations -> Import profiles.
In the search window, select the relation for which an import profile has to be made. After the relation has been selected, the following window will be opened.
Click on [Yes] to create an import profile.
Click on [No] if you do not wish to create an import profile. The Import profiles window will still be opened. If necessary, using the button [Add] you can create a new profile. For each relation it is possible to define 1 import profile for the import of stock lists.
After clicking on [Yes], the Import profile window will be opened. This window is divided into a number of frames.
Frame "Relation"
This is where the selected relation is displayed.
Frame "Profile"
In this frame, you define what type of profile is created, where the import files are located, and the match percentages. Based on the properties of the screen, a number of default values are defined. These values can be easily modified per profile. The following input fields are present.
Type of profile:
Depending on the modules installed and the parameters activated, the correct type can be selected from the dropdown list. The choices are: Supplier offers, sales orders, quotations, stock items, and relation articles.
| Description | Enter a clear description of the profile here. |
| Type | Select the correct file type here, using the dropdown list. This description assumes that an Excel (xls) file is being imported. |
| Default path and file name | Specify here the location of the saved files of the selected relation and under what name they have been saved. The path and the import file can be selected using the  button. |
| Checkbox "Match sizes" | If this checkbox is activated, WinTree will, during the import process, try to link (match) the sizes of the supplier with the own WinTree sizes. If the checkbox is not activated, a default size will be linked to the lines during the import process. This default size is defined via the properties of the window. |
| Checkbox "Check EAN" | Use this checkbox only if EAN barcodes are present in the file, supplied by the relation, that corresponds with the EAN barcodes that are present in WinTree. While WinTree is trying to perform matches based on the EAN number, the sequence followed during the checking process will be based on the value of parameter 986. Contact the TSD support department for the correct method of defining this parameter. They will assist you in defining the parameter. Note that it is important that the EAN barcodes of the relation and in WinTree refer to the same article. If a link is made to EAN and no link can be established (because there is no EAN barcode in the file or in WinTree) then the link will be made based on the plant name and plant size. |
| Matching percentages | These are also based by default on the properties defined in the window and can be defined differently for the profile. |
| Outlook (sub)directory | This directory is filled with the directory that is defined in the properties. It is possible to deviate from this, if required, when you are creating a profile. |
| Max. age email messages (days) | These are also based by default on the properties defined in the window and can be defined differently for the profile. |
| Checkbox "Header line(s)" | Always activate this checkbox (by ticking it). An extra input field will now be made active. You can specify here in which line of the import file the required data are located. In the import file, it is possible, initially, that a number of lines are filled with information that is different form the actual data. This can, for example, be a company logo or headers above the columns. As soon as the tick has been placed, an input field is made available in which you can specify which line the data must begin on. |
Frame "Import file preview"
After the checkbox " Header line(s)" has been ticked, two buttons become active in this frame. By clicking on [Read file], the file will be opened in the default programme that has been linked to the corresponding file type in Windows. For .XLS files this will be Microsoft Excel. You can then see exactly how the file is built up.
[Test profile] is used to check whether the entered fields are correct. The test result is displayed in the Result preview frame.
List area
After the file has been viewed, you must continue to define WinTree further. WinTree must be told what type of information is located in which column.
In the 'Field' column, the WinTree database fields are displayed. In the 'Column' column, you must enter the letter of the column from the import file in which the information is located that corresponds with the WinTree database field. The 'Default' column can be used to include certain default information during the import process; for example, for the 'Currency' field the default value is Euro.
In the 'Divider' column you can define whether a price from the import file must be divided. This can be used if the price in the import file is given per 100 items. In that case, the divider is 100, because WinTree always has to work with the price per item. The 'Factor-%' column can be used to re-calculate the price. 100 does not change the price. 95 will calculate the price X 0,95; 110 will calculate the price X 1,10.
After you have filled the columns, click on [Test profile] to view an example in the lower part of the screen. This enables you to check whether the correct columns are linked to the correct WinTree database fields. If the example indicates that there are incorrect links, you can modify this in the list area. Then click again on [Test profile] to apply the changes.
It is also possible to link the WinTree database fields Latin name, Size description and Text to more than one column from the import file. If, for example, the size description in the import file is located in columns C and D, then in WinTree, C+D must be entered in the column for the field Size description.
The WinTree database field 'Allocation priority' can be used to specify an allocation priority when importing fictive stock. You must then enter one of the following capital letters: X = normal, W = high, Y = low, Z = Do not allocate V = Automatic. If this field is not filled, the settings from the supplier data will be used during the import process.
After the correct letters have been entered in the list area, you must test these settings. To do this, click on [Test profile]. In the "Result preview" frame, the data from the import file will now be displayed, whereby the data is placed in the columns. In this list you can now check whether the correct letters have been placed in the columns in the list area. If data are in the wrong column, modify this in the list area. If a letter is placed in another column, you must always click on [Test profile] to display the change in the preview.
A profile can be saved for a specific relation by clicking on [Test profile]. The profile is saved once the window is closed. If you do not click on [Test profile], the profile will not be saved after the window is closed.
A profile can also be exported so that, for example, it can be emailed to another WinTree user, who can then import it into his own system.
Click on [Export] to export the profile. A pop-up window will appear, stating the location to which the profile will be saved. This will always be in the WinTree directory 11 on the computer or the server. The profile consists of two files: PROFLKOP.TXT and PROFLREG.TXT. These two files can be sent as attachments via email.
A profile can be imported by saving the two files in the WinTree directory 11 on the computer or the server. Once you have done this, open the Import profile window, select the correct relation, and click on [Import]. The two files will be imported and the profile will be made available for the relation.
ATTENTION: in the profile, the file path of the location of the files is also available. It is possible that this path will need to be modified to suit your own circumstances.
Searching for or deleting a profile
Import fictive stock
(For this function, module 86, Trade functionality II, and module 116, Export/Import fictive stock are required.)
After an import profile has been created for a relation, fictive stock can be imported in WinTree. The menu Purchase -> Supplier offers -> Maintenance is used for this.
Open this menu, and then close the opened search window. Click on [Options] and select Import. A search window, Relations, is now displayed. Select the relation for which the fictive stock has to be imported.
At the top left of the window, the selected relation will be displayed. At the top right of the window, the name of the saved profile will be displayed. If a selected relation does not yet have a profile, a message stating this will appear. You will then first have to create a profile for supplier offers for the relation.
In the "Import" frame, the file path with the file name from the profile is displayed. Using it is possible to select another file, via the Windows Explorer.
By clicking on 
, there can be searched for the correct file in one of the Outlook directories. Only email messages containing an attachment will be displayed, as well as the age of the email messages as defined in the profile.
Click on [Import] after you have selected the correct file. The file will be imported and WinTree will try to link the plant names and sizes from the file to the plant names and sizes from WinTree, based on the match percentages. Dependent on the size of the import file, this can take some time.
ATTENTION: do not open any other menus in WinTree during the matching process.
Tab page "Draft"
On this tab page, after importing the import file, all lines will be displayed that can not be matched to both a plant name and a plant size from WinTree. At this point, the correct matches will have to be made by manually specifying, in the column Matchcode, the correct matchcode of a plant name in WinTree. In the column Size code, the correct size from WinTree is specified that is linked to the size from the import file.
All matches on the tab page "Draft" are saved to the selected relation. These matches are then used during a new import process. Using [Edit supplier plant/size lists], all manual matches can be viewed. If an incorrect match is made, this match can then be undone in this window. It is also possible to define matches in this window so that the match can be used during a subsequent import process.
It is not necessary to match one plant name or size that occurs a number of times in the import file to each single line. Match a plant name or size once, and then click on [Match]. WinTree will once again try to match the lines on the tab page "Draft" with the new information.
Each line on the tab page "Draft" that is linked to a plant name and size will be given a tick in the checkbox for that line. At the bottom of the window, two checkboxes are available to provide a clearer overview of the lines to be matched and the lines that have already been matched. Use the input field "Search text" to filter lines based on a piece of text. After entering the search text, click on [Search] to display only those lines that contain the specified text in the column "Plant Supplier". Delete the search text and click once more on [Search] to display all lines.
Click on [Accept] to accept the lines that have been activated. These lines will now disappear from the tab page "Draft". The lines that are not matched will remain on the tab page. The matched lines have been transferred to the tab page "Import".
Tab page "Import"
All matched lines are displayed on this tab page, including the lines that were able to be matched by WinTree immediately after being imported. For each line, you can now add a tick in the checkbox in front of the line indicating that the line must be included in WinTree as fictive stock. If all lines must be included as fictive stock, all the lines can be selected by clicking on the X above the first column. All the lines will now be ticked.
Click on [Process] to add the ticked lines to the fictive stock of the selected relation. Depending on the setting from the profile, a pop-up wiondow will appear in which the allocation priority, the input date, and the date ready can be defined. By default, these fields will already be filled with the information from the supplier data.
Confirm the processing in the opened pop-up window. After this, the imported lines will be available as Supplier offer lines in WinTree.
Lines that have not been matched (visible on the tab page "Draft"), or that have not been ticked for processing on the tab page "Import" will remain present.
These lines will be removed at the moment that a new import for the supplier takes place.
Stock enquiry
In the Stock enquiry window, a tab page "Fictive-Draft" is present. On this tab page, those articles are displayed for which draft lines are still present in WinTree. This tab page is only for viewing purposes. The processing of the draft lines must occur in the menu Supplier offers.
Import quotations
For this function it is necessary to have module 60, Quotations in combination with parameter 1188.
For the import of quotations, WinTree can, next to defining an import profile per contact, also make use of a default import profile. This default import profile is used if during the import no profile is found for the contact. The default import profile consists of:
Column A: Amount
Column B: Plant name
Column C: Size description
Column D: Price
Column E: Text
If the Excel-file with the quotation data fulfills to this layout then it is not necessary to save a separate profile at the contact. The creation of a contact-commited import profile for quotations is done similar to creating an import profile for fictive stock. In the creation then the type of profile 'Quotation' is selected. The further creation of the profile is done similar to the creation of a profile for importing supplier offers.
NOTE: in the Excel file the first line needs to be filled with descriptions of the columns.
Open the 'Quotation' window for importing the data. Select the desired contact. Open in the 'Quotation' window the tab page "Quotation-info". Click here on [Options>>] and choose the option 'Import'. The import window will be opened. In the upper right corner of the window the profile that will be used is shown. If a profile is created for the contact then the name of the profile is shown. If there is no profile then it will show Default profile.
If the default import profile is used then a default directory is shown in the input field 'File'. Use the Explorer-button to search the file of the contact on the computer. Then click on [Import].
As soons as there is clicked on [Import] the file will be imported and WinTree will try to match the Latin names and sizes from the file with the Latin names and sizes in WinTree. The further actions of importing and matching are equal to the actions of importing the supplier offers.
After the lines are imported, the quotation can be further processed as usual. It is possible to add lines or to change or delete the imported lines.
Import sales orders
For this function the Basic module with parameter 1188 is necessary to be activated.
For the import of sales orders, WinTree can, next to defining an import profile per contact, also make use of a default import profile. This default import profile is used if during the import no profile is found for the contact. The default import profile consists of:
Column A: Amount
Column B: Plant name
Column C: Size description
Column D: Price
Column E: Text
If the Excel-file with the sales order data fulfills to this layout then it is not necessary to save a separate profile at the contact. The creation of a contact-commited import profile for sales orders is done similar to creating an import profile for fictive stock. In the creation the type of profile 'Sales order' needs to be selected. The further creation of the profile is done similar to the creation of a profile for importing supplier offers.
Open the 'Sales order' window for importing the data. Select the desired contact. Open in the 'Sales order' window the tab page "Order info". Click here on [Options>>] and choose the option 'Import'. The import window will be opened. In the upper right corner of the window the profile that will be used is shown. If a profile is created for the contact then the name of the profile is shown. If there is no profile then it will show Default profile.
If the default import profile is used then a default directory is shown in the input field 'File'. Use the Explorer-button to search the file of the contact on the computer. Then click on [Import].
As soon as there is clicked on [Import] the file will be imported and WinTree will try to match the Latin names and sizes from the file with the Latin names and sizes in WinTree. The further actions of importing and matching are equal to the actions of importing the supplier offers.
After the lines are imported, the sales order can be further processed as usual. It is possible to add lines or to change or delete the imported lines.
Import sales orders with trading units
In case parameter 1188 is activated then the sales orders can be imported from a Microsoft Excel-file. With this the amount in the import-file is converted to an amount times the amount from the trading unit. The to be used trading unit is determined on the basis of the settings of the article and the customer. If no trading unit is set up for an article and/or customer, then the unit Pieces will be used by default.
To make use of trading units when importing sales order/quotations, the parameter 1696 needs to be set to value 1.
Example 1:
Customer Y is set up for the use of the unit Tray. Article A is set up with unit Tray, amount per tray = 5 and Layer, Amount per layer = 150.
Import file with article A, amount 20.
Importing from the import file at customer Y gives a slaes order line of article A with the amount of 100. The used trading unit is Tray so 20 trays of 5.
Example 2:
Customer Y is not connected to trading units. Article A is set up with unit Tray, amount per tray = 5 and Layer, amount per layer = 100.
Import file with Article A, amount 20.
Importing from the import file at customer Y gives a sales order line of article A with the amount of 20. The used tradig units is Pieces, so 20 pieces.
The import of data is similar to importing without trading units.
Import stock items
For this function, the Basic module needs to be expanded with the module Batch Administration (Basic Plus) in combination with the parameter 1517.
Importing stock items can be used to quickly add new plant name - plant size combinations to WinTree. For example, a stock items list of a certain supplier that also needs to become available in WinTree. Als a stock items list can be imported with which the EAN barcodes are added to already existing stock items. When importing, the stock items can also be provided with a base price.
The import of stock items is also done via import profiles. This profile has to be created, for the import of stock items no default profile is available. Create a profile with the name of a contact with which the own contact information can be used. In the creation the type of profile 'Stock items' needs to be selected. The further creation of the profile is done similar to the creation of a profile for importing supplier offers.
Open the 'Stock items'-window for importing data. Close the search window. Click on [Options] and select 'Import'. Select the contact for which a Stock items-profile is created. Click on [Import] afterwards.
As soons as there is clicked on [Import] the file will be imported and WinTree will try to match the Latin names and sizes from the file with the Latin names and sizes in WinTree. The further actions of importing and matching are equal to the actions of importing the supplier offers.
After the lines are imported, the stock items can be further processed as usual. It is possible to add lines or to change or delete the imported lines.
When importing the stock items, there is also the possibility to add new plant names to WinTree. On the tab page first the matchcode is entered based on the expectation on how the plant name should be available in WinTree. If the matchcode is not present in WinTree, then the search window 'Plant names' will be shown. Search if needed on the Latin name to select the correct plant name.
Click on 
.
The Latin name has already been filled in on the basis of the description from the import file. Next to this, the plant sequence number has also been filled in. This is determined on the basis of the latest newly created plant name. Enter the desired matchcode and select the genus. Then <<Tab>> to the plant sequence number.
Now at the bottom of the window, a list is shown of all plant names that on the basis of the match percentage from the profile, correspond with the to be imported plant name. In the list, the plant sequence number and matching percentage are visible. With this the plant sequence number can be determined for the new plant name.
Click after entering the information on [OK]. The matchcode is entered at the draft line. Match (if needed) also the size and the line can be further processed. This is done similar to importing for example sales order or fictive stock.
Import Contact-articles
For this function it is needed that the Basic module is expanded with the module 82, Customer article information in combination with the parameter 1217.
The import of contact-articles can be used for quickly adding retail information of the customer to WinTree. When importing next to a retail price also an EAN barcode (13-digit) per article can be imported. The EAN barcode to be imported, needs to be correct. When importing the information, this number will be checked. Incorrect barcodes will not be imported.
The import of contact-articles is also done via an import profile. This profile has to be created, for the import of contact articles no default profile is available. Create a profile with the name of a contact with which the own contact information can be used. In the creation the type of profile 'Contact-articles' needs to be selected. The further creation of the profile is done similar to the creation of a profile for importing supplier offers.
NOTE: in the import profile the retail price needs to be linked to the field 'Retail price' and not to the field 'Price'. Also when testing the profile there will be checked for the correctness of the EAN-barcode. If during testing no EAN barcode is shown while the field corresponds with the information in the Excel-file, then the barcode is incorrect.
Open the menu Contacts -> Contact article information. Select the customer for which the information has to be imported. Then click in the opened window on [Options>>].On the basis of the import profile, the file will be imported and WinTree will try to match the Latin names and sizes from the file with the Latin names and sizes in WinTree. TSD advises to send the customer an Excel-file with the own catalogue. The customer can then expand on it with the correct EAN barcodes and retail prices. Because the Excel-file then contains its own plant names and sizes, the importing and matching can be done quickly and without manual matching.
The further actions of importing and matching are similar to the actions for importing supplier offers.
In the properties of the import profiles window can be set up what has to happen during the import of contact-articles if in the import file there are plant name - size combinations that were already present in the contact-articles. Depending on this setting the retail price can be overwritten or not. The EAN barcode will never be overwritten during a new import. If the customer sends a new list with new EAN barcodes, then first delete the data in Wintree before letting the import take place.