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do_it_best_setup

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Di It Best Integration

Windward Software

Preliminary System Five Setup

You will need to create the following categories as per Do-It Best's category structure.

Categories as of December 2014 are:

Main Cat# Description

  • 000 Not Currently Assigned
  • 010 Best Rewards Coupon Items
  • 100 LUMBER/BUILDING MATERIAL
  • 160 MILLWORK
  • 200 BUILDERS HARDWARE
  • 260 BUILDING SPECIALTIES
  • 300 TOOLS
  • 400 PLUMBING AND HEATING
  • 500 ELECTRICAL SUPPLIES
  • 570 AUTOMOTIVE
  • 600 HOUSEWARES
  • 650 GIFTS/PORTABLE APPLIANCE
  • 700 FARM/LAWN/GARDEN
  • 770 PAINT AND SUNDRIES
  • 800 OUTDOOR LIVING
  • 900 TOYS AND WHEEL GOODS
  • 970 STATIONARY/ARTS/CRAFTS
  • 990 STORE SUPPLIES

* You must create these categories, and if you have already assigned these inventory categories to something else, you will need to change those categories so that they use numbers that are not being used by the Do It Best Integration. *

Extract the DoItBest.zip file to a DoItBest folder in the System5\Bin folder.

Go To setup Tools - Utilities - XML Central

Follow the instructions in the self help for setting up import

http://mywindward.wws5.com/selfhelp/viewarticle.php?f=t&u=http://mywindward.wws5.com/selfhelp/helpfile/systemfive/index.html?intdoitbestpurchaseorderinfo.htm

Next you will need to download your import files from Do It Best.

  • You will need their assistance to access their Secure FTP.
  • They will set up an account for you for their FTP, and assist you with what software you will need to access the secure FTP.
  • Windward Software can only assist you with the integration with Do It Best. We are not able to assist you with their software, or their FTP.
  • The files you will need from Do It Best are: FILEMNT_010, ORDCNFM_010, POSLOAD_010, and PRCCHGS_010.
  • Do It Best will supply you with the documents outlining what each of these files are.
  • They will also supply you with an FTP Communication Guide for details on setting up your FTP client software.

Setting Up The Import

If You have not already done so, you need to extract the DoItBest.zip file to a DoItBest folder in the System5\Bin folder.

Start System Five.

Go To setup Tools - Utilities - XML Central

Follow the instructions in the self help for setting up import http://mywindward.wws5.com/selfhelp/viewarticle.php?f=t&u=http://mywindward.wws5.com/selfhelp/helpfile/systemfive/index.html?intdoitbestpurchaseorderinfo.htm

Doing Initial Inventory Data Load

Access Inventory and Purchases > Data Load > Part Load The current inventory update file is always in FILEMNT_010. POSLOAD_010 contains all inventory items and is intended only for system initialization and startup.

To load all inventory you need to use the POSLOAD_010 file from Do-It-Best The instructions in the help file are incomplete. http://mywindward.wws5.com/selfhelp/viewarticle.php?f=t&u=http://mywindward.wws5.com/selfhelp/helpfile/systemfive/index.html?intdoitbestinventoryupdate.htm

To load it you will use the dataload in System Five. First you need to select the predefined settings from the DoItBest folder you already extracted to the System5\bin folder. For the full part load it will be POSLOAD_010.XML Then click on the FROM FILE button and select the POSLOAD_010 file Click Next This will take a few moments to load. When the dataload screen finishes loading, click next

The options screen should load with the following options: Load into regular parts Skip header row and Update duplicate part numbers by (Supplier + Part Number)

Select [Next] to view/set column options, and then set or verify the Barcode Transformation path. The setbarcode.xsl style sheet is required to convert barcode numbers to the correct length.

Set or verify that the Category Transformation path is correct, The depttocat.xsl style sheet is required to format the category to three characters.

Set or verify the Cost Price Transformation path. The setcost.xsl style sheet is required for Cost Price.

Set or verify the List Price Transformation path. The setprice.xsl style sheet is required for List Price.

Set or verify that the Marked For Deletion Transformation path is correct. The markdeleted.xsl style sheet is required for marking deleted items.

Click next

The time required to process will depend on the number of items being updated.

Click the Load Button

Click Yes to continue the dataload

The time required to process will depend on the number of items being updated. The data load will load all the parts into categories defined by the dataload, but it will not give the categories any names. So the integration assumes that the end user has already setup the main and sub categories, and has created them in compliance with Do-It Best's category structure mentioned at the beginning of this document.

Doing Inventory Update Data Load

Access Inventory and Purchases > Data Load > Part Load The current inventory update file is always in FILEMNT_010.

To update the existing inventory you need to use the FILEMNT_010 file from Do-It-Best

The instructions in the help file are incomplete. http://mywindward.wws5.com/selfhelp/viewarticle.php?f=t&u=http://mywindward.wws5.com/selfhelp/helpfile/systemfive/index.html?intdoitbestinventoryupdate.htm

To load it you will use the dataload in System Five. First you need to select the predefined settings from the DoItBest folder you already extracted to the System5\bin folder. For the Inventory Update part load it will be FILEMNT_010.XML Then click on the FROM FILE button and select the FILEMNT_010 file you downloaded from Do It Best's FTP Click Next This will take a few moments to load. When the dataload screen finishes loading, click next

The options screen should load with the following options: Load into regular parts Skip header row and Update duplicate part numbers by (Supplier + Part Number)

Select [Next] to view/set column options.

Set or verify the Barcode Transformation path. The setbarcode.xsl style sheet is required to convert barcode numbers to the correct length.

Set or verify that the Category Transformation path is correct, The depttocat.xsl style sheet is required to format the category to three characters.

Set or verify the Cost Price Transformation path. The setcost.xsl style sheet is required for Cost Price.

Set or verify the List Price Transformation path. The setprice.xsl style sheet is required for List Price.

Set or verify that the Marked For Deletion Transformation path is correct. The markdeleted.xsl style sheet is required for marking deleted items.

Click next

The time required to process will depend on the number of items being updated.

Click the Load Button

Click Yes to continue the dataload

The time required to process will depend on the number of items being updated.

C:\demos\Do-It-Best\bin\DoItBest\


Created by Steve Wind Sept 14 2012

do_it_best_setup.1421874172.txt.gz · Last modified: 2015/01/21 13:02 (9 years ago) by swind