VSS CLIENT CONNECTION

DECEMBER 2005

 

 

PLEASE NOTE

Our new toll-free number is: 866-250-4273

Our old toll-free number has been discontinued

 

NEW ENHANCMENTS:

 

 

       Transfer-to-Excel & Transfer to email option in report writer

       Import an excel spreadsheet into a quotation

 

 

TRANSFER-TO-EXCEL, TRANSFER-TO-EMAIL IN REPORT WRITER

 

When using the report writer (UR), these features add the option to transfer the report to an excel spreadsheet or to send it as an attachment in an email.

 

IMPORT AN EXCEL SPREADSHEET INTO A QUOTE

 

After filling in the quotation header this additional option (x=import excel spreadsheet) asks for the pathname of the spreadsheet to be imported.

It then asks for the following information so that the user can describe where the necessary info is located on the spreadsheet:

 

Any info that is left blank will be retrieved from the Product Master. Any item that does not exist in the product master file will be created using the information on the spreadsheet. If a quantity is left blank then a quantity of 1 will be used. If a row on the spreadsheet doe not have a segment code or segment description then the one on the previous row will be used.

 

1.     ENTER COLUMN THAT CONTAINS PRODUCT#

2.     ENTER COLUMN THAT CONTAINS SEGMENT CODE

3.     ENTER COLUMN THAT CONTAINS SEGMENT DESC

4.     ENTER COLUMN THAT CONTAINS UNIT

5.     ENTER COLUMN THAT CONTAINS CATEG

6.     ENTER COLUMN THAT CONTAINS QTY

7.     ENTER COLUMN THAT CONTAINS COST

8.     ENTER COLUMN THAT CONTAINS PRICE

9.     ENTER COLUMN THAT CONTAINS3RD LINE DESCRIPTION ON QUOTE

10. ENTER COLUMN THAT CONTAINS VEND# (FOR ISSUING PO)

11. ENTER COLUMN THAT CONTAINS MFGR PART#

12. ENTER COLUMN THAT CONTAINS VENDOR QUOTE INFO (3RD LINE DESCRIPTION ON PO)

13.  

 

 

VSS

5517 CABRILLO WAY, ROCKLIN, CA 95765

866-250-4273

fax: 916-435-0159

Cell: 916-300-5141

Betty Vendig: bvendig@aol.com