Import Utility

Import Utility

Import Utility Overview

FTx Cloud POS Import Utility is a powerful feature that enables you to import data into the system from an external file in a supported format (CSV). This utility allows you to add or insert bulk data across various system methods efficiently, saving time and effort.

To get started, download a sample CSV template for the desired method, save it locally, and upload it using the "Choose File" option. The available import options can be selected from the Import Type dropdown.

In this article, you’ll learn how to:

  • Create external CSV files for different FTx Cloud POS methods and functions.

  • Import data from those files into the system database

  • Verify the imported data within the system

Alert
Ensure that the file you upload is in CSV format.

Reaching "Import Utility"

To reach "Import Utility," follow the below steps:
  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale                                                                                    
  3. Step 3: Choose Other     
  4. Step 4: Choose Import Utility      

                                                                       Figure 0.0

Understanding the Import Utility Layout

Please see the images labeled Figure 0.1 for a description of the buttons and fields that appear on the screen.

                                                                                          Figure 0.1
Fields and Buttons:
Info
This part explains how each utility should be configured and how its data should be inserted into the system.
  1. Import Type: Choose the parameter from the drop-down list that you want to create.
  2. Delimiter: It is a character that separates the data streams. You can choose it as a comma or pipe.
  3. Download Sample CSV: This is the sample file of the Import Type that you have selected. This describes in which way you should create a CSV file for the chosen. 
  4. Choose File: This option lets you choose the CSV file that you have created and apply it by running the import (Run Import).

1. Adding Buydowns

To add the buydown using Import Utility, you need to create a Buydown CSV file.
  1. For this, select "Buydown" from the Import Type.
  2. Click "Download Sample CSV" to download the sample buydown CSV file.
  3. Create a Buydown CSV in the same format and save it locally. See Figure 1.0 below.

                                                                               Figure 1.0
Fill in the data in the columns as defined below:
  1. Name: This is the name of the buydown offered by the manufacturer.
  2. Manufacturer: This is the name of the manufacturer who offered the buydown.
  3. Start_Date: It is the date in mm/dd/yyyy format since the buydown is applied on the items.
  4. End_Date: It is the date in mm/dd/yyyy format when the buydown is no longer applied on the items. 
  5. Amount: This is the amount for which the buydown is applied.
  6. Child Part of Parent: If parent-child are part of the same buydown definition, then the value of this column is set to 1; else, it is set to 0.
  7. Report_Name: This is the name that will be included in the buydown sales report. 
  8. Include_in_Scan_Report: If this buydown is to be included in the scan data report, then the value of this column is set to 1; else, it is set to 0.
  1. Import that file by clicking "Choose File." See Figure 1.1 below.

                                                                       Figure 1.1
  1. Click on "Run Import" displayed in the top right corner. Figure 1.1 above.

                                Figure 1.2
  1. Once the file is fully imported, the corresponding buydown record(s) are created in Control Center (CC).

                                                                                           Figure 1.3

2. Adding Buydown Items

This import type parameter lets you add the items to their respective buydown in bulk.
  1. To add the buydown items using Import Utility, you need to create a Buydown Items CSV file.
  2. For this, select "Buydown Items" from the Import Type.
  3. Click "Download Sample CSV" to download the sample buydown items CSV file.
  4. Create a Buydown Items CSV in the same format and save it locally. See Figure 2.0 below.

                                         Figure 2.0
  1. Name: This is the name of the buydown to which items are to be added.
  2. UPC: This is the UPC of the item.
  1. Import that file by clicking "Choose File."
  2. Click on "Run Import" displayed in the top right corner.

                                                             Figure 2.1
  1. When the file is 100% imported, the respective buydown item record(s) are created in Control Center.
  2. See Figure 2.2. The buydown item (UPC=1230) record is created in the respective buydown BD1 in CC.                                                           
                                                                           Figure 2.2   

3. Adding Departments

To add the departments using Import Utility, you need to create a Department CSV file.
  1. For this, select "Department" from the Import Type.
  2. Click "Download Sample CSV" to download the sample department CSV file.
  3. Create a Department CSV in the same format and save it locally. See Figure 3.0 below.

                                           Figure 3.0
Fill in the data in the columns as defined below:
  1. Name: The name of the department is defined here.
  2. Department Number: The department number is defined here.
  3. Department Group: The department group is defined in this field. 
InfoA Department Group is a top-level attribute to manage the departments.
  1. Import that file by clicking "Choose File."
  2. Click on "Run Import" displayed in the top right corner.

                                                                          Figure 3.1
  1. When the departments are 100% imported, the respective department record(s) are created in Control Center.
  2. All the department records that were on the CSV file are added under Departments in Control Center, as highlighted in Figure 3.2.
 Figure 3.2

4. Adding Employees

 This option allows you to add employees as per your requirements. 
  1. To add the employee using Import Utility, you need to create an Employee CSV file.
  2. For this, select "Employee" from the Import Type.
  3. Click "Download Sample CSV" to download the sample employee CSV file.
  4. Create Employee CSV in the same format and save it locally. See Figure 4.0 below.

                                                                                               Figure 4.0
Fill in the data in the columns as defined below:
  1. Employee Number: The employee number for the employee is mentioned here.
  2. Employee Password: Set the password for the employee that is required for logging in.
  3. First Name: Here, the first name of the employee is to be filled here.
  4. Last Name: Here, the last name of the employee is to be filled here.
  5. Display Name: This field is to add the display name for the newly added employee. This is a way to protect the real identity of the employee. If this field is left blank, the first and last names will appear on the (CFD) Customer Facing Display.
  6. Group: Define the employee, i.e., cashier, manager, etc.
  7. Active: If the Active toggle is on, the employee is allowed all the permissions in the POS; if it is toggled off, it implies that the employee is no longer employed with the company and all the permissions assigned to him are revoked.
  8. Date of Birth: The birthdate of the employee is entered here.
  9. Date Hired: The date of hiring of the employee is entered here.
  10. Address Line 1: In order to give the address details, give the address of the employee.
  11. Address Line 2: Fill in more information, if required.
  12. City: Mention the employee's city name.
  13. State: This is the state name where the employee's city lies.
  14. Zip: Enter the area code for the location/region where the employee resides.
  1. Import that file by clicking "Choose File."
  2. Click on "Run Import" displayed in the top right corner.

                                                                                  Figure 4.1
  1. When the employee is 100% imported, the respective employee record(s) are created in Control Center.
  2. All the employee records that were on the CSV file are added under Employees in Control Center, as highlighted in Figure 4.2.

                                                                                 Figure 4.2

5. Adding Vendors

To add the vendors using Import Utility, you need to create a Vendors CSV file.
  1. For this, select "Vendor" from the Import Type.
  2. Click "Download Sample CSV" to download the sample Vendors CSV file.
  3. Create a Vendors CSV in the same format and save it locally. See Figure 5.0 below.

                                                                              Figure 5.0

Fill in the data in the columns as defined below:
  1. Name: This is the real name of the vendor.
  2. Contact Name: This is the contact person (representative) from the vendor side, with whom you can communicate whenever needed.
  3. Contact Ph: Enter the official phone number of the vendor or the contact number of the representative from the vendor's side.
  4. Contact Fax: Enter the official phone number of the vendor or the contact number of the representative from the vendor's side.
  5. Address1: This is the physical address details of the vendor. This could be the vendor's warehouse or the vendor's corporate office address.
  6. Address 2: Enter the extended address for the vendor.
  7. City: Enter the name of the city where the vendor is located. 
  8. State: Choose the vendor's state from the drop-down selection.
  9. Zip: Enter the area code for the vendor's location/region.
  10. Account Number: This is the general ledger code for the vendors.
  11. Allow Returns: This is a setting set to 1 (True) if the item purchased from the vendor can be returned to that vendor in case the item is damaged or expired. Else set to 0 (False).
  1. Import that file by clicking "Choose File."
  2. Click on "Run Import" displayed in the top right corner.

                                                                                Figure 5.1
  1. When the vendor(s) are 100% imported, the respective vendor record(s) are created in Control Center.
  2. All the vendor records that were on the CSV file are added under Vendors in Control Center, as highlighted in Figure 5.2.

                                                                             Figure 5.2

6. Adding Store

To add the store/locations using Import Utility, you need to create a Store/Locations CSV file.
  1. For this, select the "Store" from the Import Type.
  2. Click "Download Sample CSV" to download the sample Store/Locations CSV file.
  3. Create the Store/Locations CSV in the same format and save it locally. See Figure 6.0 below.

                                                                                      Figure 6.0
Fill in the data in the columns as defined below:
  1. Name: Name of the location (store).
  2. Location Type: Select to choose the type of a location. A location may be a retail store or a warehouse of your company. The purpose of this field is to identify the type of location. 
  3. Pricebook Zone: Enter the Pricebook Zone that carries the cost & retail price details of the products at a specific location.
  4. Store Number: This is the store number that helps the system in identifying a particular record of a particular store location from the database.
  5. Address Line 1: Enter the address details like street no., building, area, etc. 
  6. Address Line 2: Complete the address with the remaining part here. 
  7. City: Enter the name of the city.
  8. State: Select the state from the drop-down selection.
  9. Phone: The phone number for establishing a contact at the store location is entered here.
  10. Zip: Enter the valid zip code of the area.
  11. Omit Offline Report: You can set this field to either Yes=1 or No=0, depending on whether you would like to include or exclude a particular store location in an offline report.
  12. Hide from Customer: You can set this field to either Yes=1 or No=0, depending on whether you would like to hide or unhide a particular store location from your customer’s online search results.
  1. Import that file by clicking "Choose File."
  2. Click on "Run Import" displayed in the top right corner.
                                                                              Figure 6.1
  1. When the location(s) are 100% imported, the respective location record(s) are created in Control Center.
  2. The respective location records are displayed under Store/Location(s) in CC as highlighted in Figure 6.2.

                                                                                         Figure 6.2

7. Adding Products 

To add the products using Import Utility, you need to create a Products CSV file.
  1. For this, select "Products" from the Import Type.
  2. Click "Download Sample CSV" to download the sample Products CSV file.
  3. Create a Products CSV in the same format and save it locally. See Figure 7.1 below.
Choose Pricebook Zone: From the pricebook zone drop-down list, choose the pricebook, and then the products' prices and vendor parts are added as per the location.


                                                                 Figure 7.0

Creating Products CSV:
  1. Follow the CSV format.

                                                                          Figure 7.1
Fill in the data in the columns as defined below:
  1. UPC: While adding a new product to the inventory system, it’s mandatory to enter the UPC in this field. Ensure the UPC contains exactly 12 digits.
  2. Name: This field allows you to enter a unique, friendly, and easily identifiable name for the product. 
  3. Description: Enter a specific description for your product in this field.
  4. Department: In this field, the department for your current product is mentioned, i.e., you are assigning this particular product to the selected department. 
  5. Department Number: In this field, the department number for your current product is mentioned.
  6. Category: A single category may have multiple products of similar types to help you identify the type of product.
  7. Brand: This is the brand related to the product.
  8. Is_Active: It is set to Yes=1. Then, the product is considered active and is available/unavailable at your store location for sale, transfer, adjustment, etc. When it is set to or No=0, it implies that the product is no longer being traded by your company. 
  9. Cost: Enter the buying price of the product.
  10. Price: Enter the selling price of the product.
  11. Vendor: This is the vendor associated with the product.
  12. Part_Num: This is the vendor part number that is always unique to each vendor and is always provided by the concerned vendor.
  13. Part_Num Units: This is a numeric value that indicates the number of units associated with this single vendor part number, which is associated with the UPC number product.
  14. Part Cost: Enter the cost at which your company would be buying the product from the concerned vendor.
  15. Child UPC: Provide the UPC for the child item you're including.
  16. Num Units: This is the num units for the child product.
  1. Import that file by clicking "Choose File."
  2. Click on "Run Import" displayed in the top right corner.

                                                                                       Figure 7.2
  1. When the product(s) are 100% imported, the respective product record(s) are created in Control Center.
  2. The respective product records are displayed under Product(s) in CC as highlighted in Figure 7.3.

                                                                 Figure 7.3

8. Adding Product Aliases

To add the product aliases using Import Utility, you need to create a Product Alias CSV file.
  1. For this, select "Product Alias" from the Import Type.
  2. Click "Download Sample CSV" to download the sample Product Alias CSV file.
  3. Create a Product Alias CSV in the same format and save it locally. See Figure 8.0 below.

                              Figure 8.0
Fill in the data in the columns as defined below:
  1. UPC: This is the product UPC for which you wish to add the alias.
  2. Alias: This is the alternate name (alias) of the product.
  1. Import that file by clicking "Choose File."
  2. Click on "Run Import" displayed in the top right corner.

                                                                                 Figure 8.1
  1. When the product aliases are 100% imported, the respective product record(s) are created in Control Center.
  2. The respective product alias records are displayed under Product(s) in CC as highlighted in Figure 8.2.

                                                              Figure 8.2

9. Adding Product Tags

Use this option to add tags to the products.
Notes
A product can have multiple tags; hence, depending on the delimiter used for import, for multiple tags, you will need to separate them with a different delimiter. For example, if using comma-separated for the file, then the tags should be separated by pipe. Alternatively, if using pipe-separated for the file, then the tags should be separated by a comma.
See Figure 9.0 below:
Here, a comma is selected as the delimiter. 
                                                                     Figure 9.0
So, in the import file, use pipe "|" as a separator, as used in Figure 9.1 below.

  1. To add the product tags using Import Utility, you need to create a Product Tags CSV file.
  2. For this, select "Product Tags" from the Import Type.
  3. Click "Download Sample CSV" to download the sample Product Tags CSV file.
  4. Create a Product Tags CSV in the same format and save it locally. See Figure 9.1 below.

                        Figure 9.1
Fill in the data in the columns as defined below:
  1. UPC: This is the product UPC for which you wish to add the tags.
  2. Tags: Define the keywords that will describe the product and organize your inventory. 
  1. Import that file by clicking "Choose File."
  2. Click on "Run Import" displayed in the top right corner.

                                                                           Figure 9.2
  1. When the product tags are 100% imported, the respective product record(s) are created in Control Center under Products.
  2. The respective product tag record is displayed under Product Tag(s) in CC as highlighted in Figure 9.3.

                                                                                Figure 9.3

10. Adding Product Inventory

This option lets you add the product inventory, i.e. QOH, average cost of the respective product UPC to the respective store number.
  1. To add the product inventory using Import Utility, you need to create a Product Inventory CSV file.
  2. For this, select "Product Inventory" from the Import Type.
  3. Click "Download Sample CSV" to download the sample Product Inventory CSV file.
  4. Create a Product Inventory CSV in the same format and save it locally. See Figure 10.0 below.

                                             Figure 10.0
Fill in the data in the columns as defined below:
  1. Store Number: This is the store number that helps the system in identifying a particular record of a particular store location from the database.
  2. UPC: This is the UPC of the product whose QOH and average cost are to be added.
  3. Average Cost: This is the average of two - Current and Last Cost of a selected pricebook zone.
  1. Import that file by clicking "Choose File."
  2. Click on "Run Import" displayed in the top right corner.

                                                                                       Figure 10.1
  1. When the product inventory is 100% imported, the respective product QOH and Avg Cost are added in Control Center. 
  2. The respective product inventory is updated, which can be seen under Products>>Quick Tools>>Item Analysis and in other places wherever product QOH is utilized in CC, as highlighted in Figure 10.2.

                                                                               Figure 10.2

If the product already exists in the system, an alert message is as displayed in Figure 10.3.


                            Figure 10.3
    1. Replace: Choosing this option replaces the existing inventory data with the new data from the import file (CSV).
    2. Skip: Clicking this option skips updating the existing inventory records.

11. Adding Gift Cards

A gift card is a form of payment that can be used to make a purchase at a retail store. Follow the steps to add a gift card using Import Utility.
  1. To add a gift card using Import Utility, you need to create a Gift Card CSV file.
  2. For this, select "Gift Card" from the Import Type.
  3. Click "Download Sample CSV" to download the sample Gift Card CSV file.
  4. Create a Gift Card CSV in the same format and save it locally. See Figure 11.0 below.

                         Figure 11.0
Fill in the data in the columns as defined below:
  1. Card Number: This is the issued card number.
  2. Balance: This is the balance of money on the card.
  1. Import that file by clicking "Choose File."
  2. Click on "Run Import" displayed in the top right corner.

                                                               Figure 11.1
  1. When the gift card CSV is 100% imported, it is added in Control Center.
  2. The respective gift card is updated, which can be seen under Gift Cards in CC as highlighted in Figure 11.2.

                                                                                 Figure 11.2

12. Adding Product Prices

This feature lets you add/update product price as per the pricebook zone.
  1. Price Rounded: This is the price rounding up/down option. Select as per requirement.
  2. Import Options: This option allows you to add/update product prices, whether right away (Import now) or Import Via Queue.
  3. Update Primary Vendor Part Cost: This option lets you update the cost of the primary vendor part.
  1. To add/update the product prices using Import Utility, you need to create a Product Pricing CSV file.
  2. For this, select "Product Pricing" from the Import Type.
  3. Click "Download Sample CSV" to download the sample Product Pricing CSV file.
  4. Create a Product Pricing CSV in the same format and save it locally. See Figure 12.0 below.

                                   Figure 12.0
Columns:
  1. UPC: This is the UPC for the product that needs a price update according to the pricebook zone.
  2. Pricebook Zone: This is the pricebook zone for the product.
  3. Price: This is the selling price of the product.
  4. Cost: This is the buying cost of the product.
  1. Import that file by clicking "Choose File."
  2. Click on "Run Import" displayed in the top right corner.

                                                                         Figure 12.1
  1. When the product price CSV is 100% imported, it is added/updated in Control Center.
  2. The respective product price is updated, which can be seen under Products in CC as highlighted in Figure 12.2.

                                                     Figure 12.2

13. Product Pricing with Margin

This feature lets you add/update the product selling price with margin as per the product's cost and pricebook zone.

Choose Pricebook Zone: Every product gets its cost/price from a Pricebook Zone "container" that is assigned to one or more stores. Hence, choose a pricebook zone to add/update product pricing with margin.
  1. To add/update the Product Price With Margin using Import Utility, you need to create a Product Price With Margin CSV file.
  2. For this, select "Product Price With Margin" from the Import Type.
  3. Click "Download Sample CSV" to download the sample Product Price With Margin CSV file.
  4. Create a Product Price With Margin CSV in the same format and save it locally. See Figure 13.0 below.

                                 Figure 13.0
Fill in the data in the columns as defined below:
  1. UPC: This is the UPC for the product that needs a price update according to the pricebook zone.
  2. Pricebook Zone: This is the pricebook zone for the product.
  3. Cost: This is the buying cost of the product.
  4. Margin: This is the profit margin percentage set as per the cost of the product.
  1. Import that file by clicking on "Choose File."
  2. Click on "Run Import" displayed in the top right corner.

                                                                  Figure 13.1
  1. When the product price margin CSV is 100% imported, it is added/updated in Control Center. 
  2. The respective product price is updated, which can be seen under Products in CC as highlighted in Figure 13.2.

                                                                        Figure 13.2

14. Product Pricing with Markup

This feature lets you add/update the pricing with the markup percentage for the product's cost, price, and markup percentage as per the pricebook.

Choose Pricebook Zone: Every product gets its cost/price from a Pricebook Zone "container" that is assigned to one or more stores. Hence, it is imperative to choose a pricebook zone to add/update product pricing with markup.
  1. To add/update the product price with markup using Import Utility, you need to create a Product Price With Markup CSV file.
  2. For this, select "Product Price With Markup" from the Import Type.
  3. Click "Download Sample CSV" to download the sample Product Price With Markup CSV file.
  4. Create a Product Price With Markup CSV in the same format and save it locally. See Figure 14.0 below.

                            Figure 14.0
Fill in the data in the columns as defined below:
  1. UPC: This is the UPC for the product that needs a price update according to the pricebook zone.
  2. Pricebook Zone: This is the pricebook zone for the product.
  3. Cost: This is the buying cost of the product.
  4. Markup: This is the profit markup percentage set as per the cost of the product.
  1. Import that file by clicking on "Choose File."
  2. Click on "Run Import" displayed in the top right corner.

                                                                    Figure 14.1
  1. When the product price with margin CSV is 100% imported, it is added/updated in Control Center. 
  2. The respective product price markup is updated, which can be seen under Products in CC as highlighted in Figure 14.2.

                                                                                Figure 14.2

15. Adding Orders

This feature lets you add the orders.
  1. To add the order using Import Utility, you need to create an Order CSV file.
  2. For this, select "Order" from the Import Type.
  3. Click "Download Sample CSV" to download the sample Order CSV file.
  4. Create an Order CSV in the same format and save it locally. See Figure 15.0 below.

                                         Figure 15.0
Fill in the data in the columns as defined below:
  1. Order number: This is the order number for the order.
  2. Location: This is the location for which the purchase order is being generated.
  3. Vendor: This is the vendor name from whom the items are being purchased.
  4. Comments: This is to mention any general comments that support/explain the purchase order. 
  1. Import that file by clicking on "Choose File."
  2. Click on "Run Import" displayed in the top right corner.

                                                                         Figure 15.1
  1. When the order CSV is 100% imported, it is added in Control Center.
  2. The respective purchase order is added, which can be seen under Purchase Orders in CC as highlighted in Figure 15.2.

                                                                            Figure 15.2                                                            

16. Adding Vendor Parts

This feature lets you add the vendor parts that are used in the order generation.

Choose Pricebook Zone: Choose the pricebook zone to add the vendor parts.
  1. To add the vendor part using Import Utility, you need to create a Vendor Part CSV file.
  2. For this, select "Vendor Part" from the Import Type.
  3. Click "Download Sample CSV" to download the sample Vendor Part CSV file.
  4. Create a Vendor Part CSV in the same format and save it locally. See Figure 16.0 below.

                                      Figure 16.0
Fill in the data in the columns as defined below:
  1. Custom name: This is a friendly name by which the product is identified by this name. 
  2. UPC: This is the UPC of the item.
  3. Vendor: The vendor name should be specified in this column.
  4. Part Number: This is the part number provided by the vendor for this product. 
  5. Part Cost: This is the cost per part.
  1. Import that file by clicking "Choose File."
  2. Click on "Run Import" displayed in the top right corner.

                                                        Figure 16.1
  1. When the Vendor Part CSV is 100% imported, it is added in Control Center.
  2. The respective vendor part for the product and vendor is added, which can be seen under Vendor Parts in CC as highlighted in Figure 16.2.

                                                                           Figure 16.2

17. Adding Vendor Part Cost

This feature will allow you to add vendor part cost.
  1. Choose Pricebook Zone: Choose the pricebook zone to add the vendor part cost.
  1. To add the vendor part cost using Import Utility, you need to create a Vendor Part Cost CSV file.
  2. For this, select "Vendor Part Cost" from the Import Type.
  3. Click "Download Sample CSV" to download the sample Vendor Part Cost CSV file.
  4. Create a Vendor Part Cost CSV in the same format and save it locally. See Figure 17.0.
                 
                                                                      Figure 17.0
Fill in the data in the columns as defined below:
  1. Vendor: This is the vendor name for which the vendor part cost is to be updated.
  2. Part Num: This is the part number provided by the vendor for this product. 
  3. Part Cost: This is the part cost that is associated with the product.
There are a few toggles that appear that need input while processing Vendor Part Cost via Import Utility.

                                                               Figure 17.1
For Parent Product:
  1. Apply to Product Cost: This is a toggle with Yes/No values. When set to Yes, it will update the part cost for the parent item. 
  2. Apply Parent Margins: Use this toggle to apply the parent product cost margins along with updating the vendor part cost.
  3. Parent Margins to Apply: Use this field to add/define the profit margins.
  4. Parent Rounding: When you decide to update the cost margins and part cost, choose a rounding method from the drop-down list. See Figure 17.2.

            Figure 17.2 
For Child Product:
  1. Apply to Product Cost: This is a toggle with Yes/No values. When set to Yes, it will update the part cost for the child item. 
  2. Apply Child Margins: Use this toggle to apply the child product cost margins along with updating the vendor part cost.
  3. Parent Margins to Apply: Use this field to add/define the profit margins.
  4. Parent Rounding: When you decide to update the cost margins and part cost, choose a rounding method from the drop-down list for the child product. See Figure 17.2.
  1. Import that file by clicking "Choose File."
  2. Click on "Run Import" displayed in the top right corner.

                                                               Figure 17.3
  1. When the Vendor Part Cost CSV is 100% imported, it is added in Control Center.
  2. The respective vendor part cost for the product and vendor is added, which can be seen under Vendor Part in CC as highlighted in Figure 17.4.

                                                              Figure 17.4

18. Adding Lottery Games

This feature allows you to add/update lottery games to the system.
  1. To add a lottery game using Import Utility, you need to create a Lottery Game CSV file.
  2. For this, select "Lottery Game" from the Import Type.
  3. Click "Download Sample CSV" to download the sample Lottery Game CSV file.
  4. Create a Lottery Game CSV in the same format and save it locally. See Figure 18.0 below.

                                         Figure 18.0
Fill in the data in the columns as defined below:
  1. Name: The name of the game is defined here.
  2. Game Number: This is the number of the game with the ticket.
  3. Roll Qty: This is the total number of physical tickets that are in the ticket book or roll.
  4. Price Each: This is the price of a single ticket.
  5. UPC: This is the UPC for the lottery ticket.
  1. Import that file by clicking on "Choose File."
  2. Click on "Run Import" displayed in the top right corner.

                                                                Figure 18.1
  1. When the Lottery Game CSV is 100% imported, it is added in Control Center. 
  2. The respective lottery game is added, which can be seen under Lottery Games in CC as highlighted in Figure 18.2.

                                                                        Figure 18.2

19. Min/Max Updates

This option will help you in assigning a minimum/maximum ordering limit for a particular product at each store location.
  1. To update the Min/Max limit using Import Utility, you need to create a Min/Max Updates CSV file.
  2. For this, select "Min/Max Updates" from the Import Type.
  3. Click "Download Sample CSV" to download the sample Min/Max Updates CSV file.
  4. Create a Min/Max Updates CSV in the same format and save it locally. See Figure 19.0 below.

                                   Figure 19.0
Fill in the data in the columns as defined below:
  1. Store Num: This is the store number.
  2. UPC: This is the UPC of the item.
  3. Reorder Min: This is the minimum order limit for the entered item in the entered location.
  4. Reorder Max This is the maximum order limit for the entered item in the entered location.
  1. Import that file by clicking "Choose File."
  2. Click on "Run Import" displayed in the top right corner.

                                                                           Figure 19.2
  1. When the Min/Max limits CSV is 100% imported, it is updated in Control Center.
  2. The respective min/max limits are updated, which can be seen under Edit Products page in CC as highlighted in Figure 19.3.

                                                    Figure 19.3               
  1. The Reorder Qty is updated for the selected store number.

                                                                  Figure 19.3

20. Vendor Parts Updates

This option will help you in assigning vendor parts to a particular product at each store location.
  1. To update the vendor parts limit using Import Utility, you need to create a Vendor Parts Updates CSV file.
  2. For this, select "Vendor Parts Updates" from the Import Type.
  3. Click "Download Sample CSV" to download the sample Vendor Parts CSV file.
  4. Create a Vendor Parts Updates CSV in the same format and save it locally. See Figure 20.0 below.

                                            Figure 20.0
Fill in the data in the columns as defined below:
  1. Vendor Name: This is the name of the vendor.
  2. Old Vendor Part Num: This is the old vendor part number that is to be updated. 
  3. New Vendor Part Num: This is the new vendor part number with which the vendor part is to be updated.
  1. Import that file by clicking on "Choose File."
  2. Click on "Run Import" displayed in the top right corner.

                                                                        Figure 20.1
  1. When the Vendor Parts Updates CSV is 100% imported, it is updated in Control Center.
  2. The respective vendor parts are updated, which can be seen under the Vendor Parts page in CC as highlighted in Figure 20.2.

                                                                                 Figure 20.2
Info
This way you can add/update various methods' and functions' data with bulk values in your system in one go.

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