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Listed below are the REDI import file type and limitations.
Class |
|
Import Types |
•Add new records only •Add new records and update/replace existing records •Update/replace existing records only |
Additional Information Imported |
None |
Fields Imported |
Class ID, Description |
Limitations |
None |
Customer |
|
Import Types |
•Add all records as new customers •Add only new customers •Add new customers and update/replace existing customers •Update/Replace existing customers only |
Additional Information Imported |
None |
Fields Imported |
CustID, Billing Last Name, Billing First Name, Billing Street1, Billing Street2, Billing City, Billing State, Billing Postal Code, Billing Country, Billing Phone, Shipping Last Name, Shipping First Name, Shipping Street1, Shipping Street2, Shipping City, Shipping State, Shipping Postal Code, Shipping Country, Shipping Phone, Fax, E-Mail, User1, User2, User3, User4, User5 |
Limitations |
Does not import customer interests, notes or credits |
Department |
|
Import Types |
•Add new records only •Add new records and update/replace existing records •Update/replace existing records only |
Additional Information Imported |
None |
Fields Imported |
Department ID, Description, Margin |
Limitations |
None |
Inventory |
|
Import Types |
•Add new records only (Quantity set to 0) •Add new and update/replace existing records (Not Quantity) •Update/Replace existing records only (Not Quantity) |
Additional Information Imported |
•Department List •Vendors List |
Fields Imported |
Stock Number, Description, Item ID, Location ID, Quantity, Department ID, Vendor ID, Cost Last, Cost Ave, Mfr Part Number, Vendor Part Number, Stock Type, UPC1, UPC2, Export Code, User1, User2, User3, User4, User5, Matrix ID, Matrix Dimension1, Matrix Dimension 2, Matrix Parent, Addons, Aliases, Auto Scale, Taxable, Price Was, Price 1, Price 2, Price 3, Price 4, Price 5, Min1, Min2, Min3, Min4, Max1, Max2, Max3, Max4, Bin/Shelf |
Limitations |
Does not import inventory item notes or pictures |
Purchase Order |
|
Import Types |
Add new records and Update/Replace existing records |
Additional Information Imported |
New Inventory,New Department, New Vendor |
Fields Imported |
PO Number, Location, Vendor ID, Orderer, Date Ordered, Ship Date, Cancel Date, Payment Date, Terms, Ordered, Billing Name, Billing Street1, Billing Street2, Billing City, Billing State, Billing Country, Billing Postal Code, Billing Phone, Shipping Name, Shipping Street1, Shipping Street2, Shipping City, Shipping State, Shipping Country, Shipping Postal Code, Shipping Phone, Vendor ID, Description, Contact, Account Number, Street1, Street2, City, State, Zip, Country, Phone, Fax, E-Mail |
Limitations |
Does not import Purchase Order Store Notes |
Receiving |
|
Import Types |
•Add new records only •Add new records only (reverse quantities) |
Additional Information Imported |
•New Department •New Vendors |
Fields Imported |
Stock Number, Location ID, Description, Quantity, Tag Count, Cost Price Was, Price 1, Price 2, Price 3, Price 4, Price 5, PO Number, PO Line, TO Number, TO Line, Vendor ID |
Limitations |
Does not import item notes or pictures |
Sales |
|
Import Types |
•Add unprocessed sales to the Saved Sales file •Add processed sales to Today's Sales |
Additional Information Imported |
Customers New Inventory New Departments New Vendors |
Fields Imported |
Sales Items, Payment Methods (for processed sales), Customer Information, Customer Shipping Information, Credit card information (for processed sales) |
Limitations |
Cannot import layaways (payments or sales), sales using or issuing credits, house charges or sales using gift certificates. |
Vendor |
|
Import Types |
•Add new records only •Add new records and update/replace existing records •Update/replace existing records only |
Additional Information Imported |
None |
Fields Imported |
Vendor ID, Description, Contact, Account Number, Street1, Street2, City, State, Zip, Country, Phone, Fax, E-Mail |
Limitations |
None |