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Shopping Baskets

This chapter describes how to create and manage shopping baskets. You can define a shopping basket or a shopping basket template. This template supports importing items into purchase, sales, and service documents as well as exporting items from warranty and purchase documents as .TXT or .CSV files. This chapter is divided into the following sections:

Setting Up Shopping Baskets

To set up shopping baskets and to change the settings regarding importing and exporting shopping baskets, proceed as follows:

  • Use the quick search (ALT+Q) to find the Shopping Basket Setup page.
  • Click New in the menu bar.
  • Enter a unique code for your shopping basket template in the Code field.
  • Enter a description for your shopping basket template in the Description field.
  • Select a separator for the fields of the shopping basket in the Separator field.
  • Optional Fill in the Vendor No. and Manufacturer Code fields.
  • In the Area of Usage section, activate the toggle switches for the areas where you want to use the shopping basket.
  • In the Import section, enter how many lines of the import file are to be skipped in the Lines to Skip field.
  • In the Import section, enter which characters of the import file are to be ignored or deleted in the Delete Characters field.
  • In the Export section, select whether a shopping basket is to be exported as a .TXT or a .CSV file in the Export as field.
  • In the Export section, also select whether Text and/or the Header as well as quantities with or without Decimal Places should be exported.
  • Navigate to the FastTabs below.

Note

Depending on which toggle switches you have activated in the Area of Usage section, the following FastTabs are available: Importing in Sales, Importing/Exporting in Purchase, Importing in Service, Importing/Exporting in Warranty and/or Importing in Price Information.

  • In the Field No. field, specify which fields in documents should be included in shopping basket exports or populated with information during imports.
  • Also specify whether the field number should be considered during Import and/or Export and the value should be validated during import.
  • Activate the Active toggle switch in the General FastTab.
  • Your entries are saved automatically.

You have successfully set up a shopping basket and changed the import and export settings.

Exporting Shopping Baskets

You can export shopping baskets from warranty and purchase documents as .TXT or .CSV files depending on your setup. To do so, proceed as follows:

  • Open the warranty or purchase document you wish to export a shopping basket from.
  • Click Prepare > Export Shopping Basket in the menu bar.
  • Select the applicable shopping basket setup.
  • Confirm your selection with OK.
  • Depending on the setup, a .TXT or a .CSV file is downloaded.
  • This file contains the fields defined in the Lines FastTab of the Shopping Basket Setup.

You have successfully exported a shopping basket.

Importing Shopping Baskets

You can import shopping baskets into purchase, sales, and service documents as .TXT or .CSV files depending on your setup. To do so, proceed as follows:

  • Open the purchase, sales, or service document to which you want to import a shopping basket.
  • Click Prepare > Import Shopping Basket in the menu bar.
  • Select the applicable shopping basket setup.
  • Confirm your selection with OK.
  • Drag a .CSV or a .TXT file into the field.
    or
    Click the field to browse for the file.
  • The fields defined in the Lines FastTab of the Shopping Basket Setup are now filled with the information provided by the selected file.

You have successfully imported a shopping basket.

Tip

This functionality is also available on the Price Information page. More information on this can be found under Importing Shopping Basket into Price Information Lines.