There are 20 import functions which are listed below. These functionalities allows for the import of data originating from third party software packages. The formats are fixed and the export created by the third party software must be adjusted to fit the Ezy requirements.

SALES ADMINISTRATION, IMPORT SALES DOCKETS

The file has to be saved as a comma delimited (csv) type. Blank lines and heading descriptions are not allowed. The import will fail if the structure of the file is incorrect. See the Help Screen text for more information on the file format.

If an Invoice/Order has more than one item, the subsequent entries must have the same DEBTOR code. When any of the entries for an Invoice are rejected, the reasons are displayed and the entire Invoice is rejected.

The Download section of this site contains templates of each format. A header row with comments was created for your convenience. The column headings with text colour blue is compulsory.

WARNING: The system will allow the import of the file more than once.

SALES ADMINISTRATION, IMPORT CELLAR DOOR DOCKETS

This function allows the import of Cellar Door Dockets exported by a stand-alone Ezy computer.

The file has to be saved as a comma delimited (csv) type. Blank lines and heading descriptions are not allowed. The import will fail if the structure of the file is incorrect. See the Help Screen text for more information on the file format.

If a Docket has more than one item, the subsequent entries must have the same DEBTOR code. When any of the entries for a Docket are rejected, the reasons are displayed and the entire Docket is rejected.

The Download section of this site contains a template of the format. A header row with comments was created for your convenience. The column headings with text colour blue is compulsory.

WARNING: The system will allow the import of the file more than once.

SALES ADMINISTRATION, IMPORT ORDER CONFIRMATION

The file has to be saved as a comma delimited (csv) type. Blank lines and heading descriptions are not allowed. The import will fail if the structure of the file is incorrect. See the Help Screen text for more information on the file format.

If an Order has more than one item, the subsequent entries must have the same CONSIGNEE code, but different LINE NUMBER. When any of the entries for an Order are rejected, the reasons are displayed and the entire Order is rejected.

The Download section of this site contains a template of the format. A header row with comments was created for your convenience. The column headings with text colour blue is compulsory.

WARNING: The system will allow the import of the file more than once.

SALES ADMINISTRATION, IMPORT SALES CREDIT NOTES

The file has to be saved as a comma delimited (csv) type. Blank lines and heading descriptions are not allowed. The import will fail if the structure of the file is incorrect. See the Help Screen text for more information on the file format.

If a Credit Note has more than one item, the subsequent entries must have the same DEBTOR code. When any of the entries for a Credit Note are rejected, the reasons are displayed and the entire Credit Note is rejected.

The Download section of this site contains templates of each format. A header row with comments was created for your convenience. The column headings with text colour blue is compulsory.

WARNING: The system will allow the import of the file more than once.

STOCK ADMINISTRATION, IMPORT STOCK ITEM PRICES

This option is used to import the selling price per Price Class for each Stock Item. You can export the current Stock Item Prices, change the applicable price and import it after close of business the day before the changed price becomes effective.

The file has to be saved as a comma delimited (csv) type. Blank lines and heading descriptions are not allowed. The import will fail if the structure of the file is incorrect. See the Help Screen text for more information on the file format.

If a Stock Item has more than one Price Class, the subsequent Price Classes must have the same CODE repeated.

The Download section of this site contains a template of the format. A header row with comments was created for your convenience. The column headings with text colour blue is compulsory.

WARNING:  Existing prices will be overridden and new Price Classes will be added to an Item.

STOCK ADMINISTRATION, IMPORT DEBTOR/STOCK GL ACC.

This option will be used when the Stock Item is controlling the interface of Sales in the General Ledger, but for some reason you want Sales at the Cellar Door to update to special General Ledger Accounts.

Create a comma delimited file with STKDGL.csv assigned as name.

The Download section of this site contains a template of the format. A header row with comments was created for your convenience. The column headings with text colour blue is compulsory.

STOCK ADMINISTRATION, STOCK ITEM DISCOUNTS

The files have to be saved as a comma delimited (csv) type. Blank lines and heading descriptions are not allowed. The import will fail if the structure of the file is incorrect. See the Help Screen text for more information on the file format.

The Download section of this site contains a template of the format. A header row with comments was created for your convenience. The column headings with text colour blue is compulsory.

STOCK ADMINISTRATION, IMPORT STANDARD COSTS

The files have to be saved as a comma delimited (csv) type. Blank lines and heading descriptions are not allowed. The import will fail if the structure of the file is incorrect. See the Help Screen text for more information on the file format.

The Download section of this site contains a template of the format. A header row with comments was created for your convenience. The column headings with text colour blue is compulsory.

GENERAL LEDGER ADMINISTRATION, IMPORT GENERAL JNL

This option allows for the import of General Ledger transaction.

The files have to be saved as a comma delimited (csv) type. Blank lines and heading descriptions are not allowed. The import will fail if the structure of the file is incorrect. See the Help Screen text for more information on the file format.

The Download section of this site contains a template of the format. A header row with comments was created for your convenience. The column headings with text colour blue is compulsory.

GENERAL LEDGER ADMINISTRATION, IMPORT GL BUDGETS & IMPORT GL FORECASTS

These options allow for the import of financial budgets and forecasts.

The files have to be saved as a comma delimited (csv) type. Blank lines and heading descriptions are not allowed. The import will fail if the structure of the file is incorrect. See the Help Screen text for more information on the file format.

The Download section of this site contains a template of the format. A header row with comments was created for your convenience. The column headings with text colour blue is compulsory.

A/P ADMINISTRATION, IMPORT CREDITOR TRANSACTIONS

This option allows you to import Creditor Transactions.

The files have to be saved as a comma delimited (csv) type. Blank lines and heading descriptions are not allowed. The import will fail if the structure of the file is incorrect. See the Help Screen text for more information on the file format.

The Download section of this site contains a template of the format. A header row with comments was created for your convenience. The column headings with text colour blue is compulsory.

WARNING: When importing it will not bring in any of the transactions until the exceptions report has no exceptions.

A/P ADMINISTRATION, IMPORT CREDITOR DETAILS

Import Creditor Details allows you to update your Creditors easily via an Excel Spreadsheet.

The import file has to be saved as a database (dbf) type file prior to import. This format requires the first row to contain column headings. The heading (word) has to be as required by the program and should not be changed. See the Help Screen text for more information on this function.

The Download section of this site contains a template of the format. A header row with comments was created for your convenience. The column headings with text colour blue is compulsory.

A/R ADMINISTRATION, IMPORT DEBTOR TRANSACTIONS

This option allows you to import A/R Invoice & Adjustment type transactions.

The files have to be saved as a comma delimited (csv) type. Blank lines and heading descriptions are not allowed. The import will fail if the structure of the file is incorrect. See the Help Screen text for more information on the file format.

The Download section of this site contains a template of the format. A header row with comments was created for your convenience. The column headings with text colour blue is compulsory.

WARNING: When importing it will not bring in any of the transactions until the exceptions report has no exceptions.

A/R ADMINISTRATION, IMPORT DEBTOR DETAILS

Import Debtor Details allows you to update your Debtors easily via an Excel Spreadsheet.

The import file has to be saved as a database (dbf) type file prior to import. This format requires the first row to contain column headings. The heading (word) has to be as required by the program and should not be changed. See the Help Screen text for more information on this function.

The Download section of this site contains a template of the format. A header row with comments was created for your convenience. The column headings with text colour blue is compulsory.

NOTE: Use the A/R ADMINISTRATION, DEBTOR DETAILS EXPORToption to obtain a Comma Delimited (csv) file containing the current Debtor details and correct format. Convert this file to a Database file (dbf) before importing.

SALES REFERENCE MAINTENANCE, IMPORT SALES BUDGETS

This option can be used to import Sales Budgets.

The files have to be saved as a comma delimited (csv) type. Blank lines and heading descriptions are not allowed. The import will fail if the structure of the file is incorrect. See the Help Screen text for more information on the file format.

The Download section of this site contains a template of the format. A header row with comments was created for your convenience. The column headings with text colour blue is compulsory.

WARNING: When importing it will override any budgets that exists for a line in the import file.

SALES REFERENCE MAINTENANCE, IMPORT DEBTOR/STOCK ALLOCATION

This option can be used to import Stock allocated to Customers.

The file has to be saved as a comma delimited (csv) type. Blank lines and heading descriptions are not allowed. The import will fail if the structure of the file is incorrect. See the Help Screen text for more information on the file format.

The Download section of this site contains a template of the format. A header row with comments was created for your convenience. The column headings with text colour blue is compulsory.

WARNING: When importing it will override any allocations that exist for a line in the import file.

SALES ANALYSIS REPORT WRITER, SALES R.W. BUDGETS IMPORT AND SALES R.W. FORECASTS IMPORT

This is an alternative option to import sales budgets and forecasts.

The files have to be saved as a comma delimited (csv) type. Blank lines and heading descriptions are not allowed. The import will fail if the structure of the file is incorrect. See the Help Screen text for more information on the file format.

The Download section of this site contains a template of the format. A header row with comments was created for your convenience. The column headings with text colour blue is compulsory.

WARNING: When importing it will override any budgets that exist for a line in the import file.

WINEMAKING ADMINISTRATION, IMPORT LAB ANALYSIS

This option is used to import the analysis details as received from external laboratories in a Spreadsheet format or files produced by analysis devices.

The file has to be saved as a comma delimited (csv) type. Blank lines and heading descriptions are not allowed. The import will fail if the structure of the file is incorrect. See the Help Screen text for more information on the file format.

The Download section of this site contains a template of the format. A header row with comments was created for your convenience. The column headings with text colour blue is compulsory.

WINEMAKING ADMINISTRATION, IMPORT WEIGHBRIDGE DOCKET

This option allows the import of Weighbridge Dockets from a Spreadsheet. Use this option to import the Weighbridge values as received in the Winery to the Vineyard database. EzyWine clients can provide an exported file which was exported in Format 6.

The file has to be saved as a comma delimited (csv) type. The format of this import is different from the normal formats. The fields are arranged in rows instead of columns. The field description is treated as a "key" by the import program and should not be deleted. The "key" field should always be column A. The "value" corresponding to the "key" should always be in column B.

All fields should be formatted as character. The file can contain multiple dockets.

The Download section of this site contains a template of the format. A header row with comments was created for your convenience. The column headings with text colour blue is compulsory.

BOTTLING ADMINISTRATION, IMPORT BOTTLING SPEC/RUN

This option allows the import of scheduled bottling runs from a Spreadsheet. Your clients can provide you with a Spreadsheet containing the details of work they want you to do. EzyWine clients can provide an exported file which was exported in Format 2.

The file has to be saved as a comma delimited (csv) type. The format of this import is different from the normal formats. The fields are arranged in rows instead of columns. The field description is treated as a "key" by the import program and should not be deleted. The "key" field should always be column A. The "value" corresponding to the "key" should always be in column B.

All fields should be formatted as character. The file can contain only one finished product. It can contain multiple DETAIL, MATERIAL< STAGE and OVERHEADS.

The Download section of this site contains a template of the format. A header row with comments was created for your convenience. The column headings with text colour blue is compulsory.

BOTTLING, NON-STOCK CLASS PRICE IMPORT

This option allows the import of Non-Stock Prices from a Spreadsheet. The NON-STOCK CLASS PRICE EXPORT function can be used to obtain the current prices.

The file has to be saved as a comma delimited (csv) type. All fields should be formatted as character.

The Download section of this site contains a template of the format. A header row with comments was created for your convenience. The column headings with text colour blue is compulsory.