Used for many different types of manufacturer pricing imports. The main use for the generic template is for manufacturer provided configurations or quote lists of items with special pricing. This import ties the pricing to a specific contract number on the quote document. Supports all item types: products, service, labor, and bundled items. 

In order to enable this feature, go to: Control Panel > Admin > Company Settings > Documents > Quotes section, and select the Generic Import checkbox.

Once you’ve enabled the generic import template, you will see a new link on the “Add/Import/Update” dropdown on quotes. By selecting Import Generic Config option from the dropdown you will be presented a window where you can upload a file or download a sample file with format instructions.

CONFIG IMPORT NOTES

Columns with a “cf:<>” are optional custom field imports. Change the column header to:
‘cf:<FieldName>’ to find a matching line item custom field in ChannelOnline to populate. Missing or misspelled
custom field values will be ignored by the import process.
Example: cf:<MyField> – when you have a global custom field value of ‘MyField’ configured in ChannelOnline.

The ‘Type’ column may contain any of the following values:
header – denotes a document header section
product – denotes a product, Mfr and Mfr Part Number are required to use this type.
service – denotes a service, Mfr and Mfr Part Number are required to use this type.
labor – denotes a labor, Mfr and Mfr Part Number are required to use this type.
subtotal – denotes a subtotal
hline – denotes a horizontal line
bline – denotes a blank line
sheader – denotes a subtotal header line

Description
Line 1 has 60 charater max
Line 2 has 100 charater max

Category
For legacy category, the expected format is: Category – SubCategory
For 3 level category, the expected format is: level1~level2~level3

Importing Products with specified Product Id
You can specify a product id (for example M010654954). In this case, the import process
will insert the product with this id without searching by Manufacturer Name
and Manufacturer Part Number. This feature is supported for both supported and custom products.
If you enter an invalid product id, the item will not be imported.

Importing Supplier Information: Optional
The Supplier column must find a matching ChannelOnline configured supplier.
If no match is found, you will not be able to import Supplier Part Number, Supplier Weight, or Bid Number
columns from this file.
You may still import cost without importing a supplier – if you populate the cost column, ChannelOnline will
update whichever supplier is automatically chosen based on your Price Profile rules.

The Supplier Weight column is an optional field referring to the supplier product weight.
This value is important in the calculation of shipping charges, since the supplier weight is multiplied by
the shipping zone value for shipping estimates on a quote. Note that the actual shipping cost is calculated
when the PO is cut to the supplier.

Note Field
Note field will import to the line item notes.
Any columns that appear in this file that don’t match the columns in the template will be imported as notes.
This means that you can add your own columns to the right of this space to have the values added as line
item level notes. Example: A column titled ‘Invoice Number’ will be added as: Invoice Number: RowValue.

Importing Service and Labor Items
You can specify service quantity and service start date for the lines of the type ‘service’
Service Start date is either a date formatted field or a plain text field with date in the ‘YYYY-MM-DD’ format.

NOTE: Please notice that the Notes information has been moved to a 2nd tab called Notes on the sample document will provide instructions.

AVAILABLE FIELDS

Type, Description, Description Line 2, Manufacturer Name (Mfr), Manufacturer (Mfr) Part Number, Category, Quantity, Service Quantity, Service Start Date, Product Id, List Price, Cos,t Unit Price, Note, Supplier (Name), Supplier Part Number, Supplier Weight, Bid Number (Contract #), cf:<> (Custom Field).