CounterPoint V7
  Product Overview
  Features & Options
- Base System
- Options
- Latest Features
  Wholesale & Mail-Order
  System Requirements
  Compatible Products & Services
  Accounting Solutions
  Technical Support
  Success Stories
  Demos
  Training
  Starter Edition
  How to Purchase





The Data Interchange Option allows you to retrieve information from a text file for use in CounterPoint and includes the ability to import customers (Customer Import), as well as inventory items and related information (Inventory Import). It also allows you to import Point of Sale or Order Entry line items from a handheld data-collection device or a remote checkout location.


Customer Import
back to top

Customer Import uses data from an external text file to create new records in the customer file and to update existing customer records.
Quick Reference
Applications
Customer Import
Data Integrity
Inventory Import
Simple to Use
Summary



Inventory Import
back to top
Inventory Import uses data from an external text file to create new records in the Item file, the Inventory file, and in a number of related files. Data for existing item records can also be updated.

Inventory Import lets you convert inventory data from third-party accounting systems or from manufacturers' inventory and pricing data.


Applications
back to top
There are a number of valuable applications for Data Interchange:
  • Upload initial item or customer data
  • Revise existing items or customers
  • Set up new items using manufacturer-supplied data
  • Enter items for a gift registry
  • Process manufacturer price updates
  • Convert data from a third-party package
  • Mass-modify existing data (example: change all category X items to category Y)
  • Import Point of Sale or Order Entryline items

Data Integrity
back to top
Data Interchange validates all data to ensure the integrity of the system. The standard export/restore functions provided with the File Utilities application do not validate data or automatically update the associated data files as Data Interchange does.

During import, each field can be loaded with data from the text file, with a constant, or with a system default value. Math can be performed on numeric fields (add, subtract, multiply, divide), and text manipulation can be performed on alphanumeric fields (concatenation).

Data Interchange can process text files with multiple types of records and can even identify valid new records and valid update-only records. Data Interchange can be run unattended to process multiple text files and extract all required information.

An optional report can show either a complete list of items added and updated, or just errors.


Simple to Use
back to top
The basic setup and use of Inventory Import is outlined below:
  • Review the printed data descriptions provided by the manufacturer
  • Type in the dictionary that describes the manufacturer's text file
  • Look at the Items screen and decide where you want each data field to come from
  • Type in the import specification to relate Item fields to dictionary fields
  • Run the import

Summary
back to top
Data Interchange allows you to use valuable data from manufacturers and other sources within CounterPoint.

Data Interchange saves you time and money.




Software Demo
Request More Info
Get Adobe Reader  = Requires Adobe Reader




Products      Support      Training      News & Events      Partners      About Us      Contact Us      Site Map