Import
Introduction
HotWax Commerce’s Import app streamlines the process of importing the Purchase Orders (PO) and Inventory into the OMS. To know more about the Import app, click here.
This document presents pages and functions for managing purchase order (PO) and inventory through the HotWax Commerce's Import app.
List of pages:
Inventory Upload page
Inventory Review page
Purchase Order Upload page
Purchase Order Review page
Saved Mappings page
Inventory Page
Import the inventory which is then reflected in the OMS.
Characteristics:
Upload Inventory CSV: The user can upload inventory CSV from the system.
Column Index: When the user uploads a CSV file it might have indexes with different names. So the user have to select the column index for:
Product SKU
Quantity
Facility ID
Facility Location
Functions
a. Upload Inventory CSV
Upload inventory CSV to the OMS.
Column Index
Description
Product SKU
Unique identifier of the product.
Quantity
Number of products.
Facility ID
Unique identifier of the facility.
Facility Location
Location where the product is stored.
b. New Inventory Mapping
Creating a mapping aligns the column index mappings of the external CSV file with those of HotWax Commerce, eliminating the need to manually adjust each column's index.
c. Review Inventory
Derives to the comprehensive inventory view.
Inventory Review page
Provides a detailed view of inventory CSV data and helps users identify and fix errors in the file.
Characteristics:
Data Verification: Users can review the information to ensure that it accurately represents the data they intend to import.
Error Handling: If there are any data or mapping errors, the page will show prompts to help users fix them before uploading the inventory.
Functions
a. Search Inventory Items
Search the inventory product by the unique identifiers.
b. Bulk Adjustments
Add buffer stock to meet customer demand against uncertainties of demand, production or procurement. The user can also select the facility where they want to keep the buffer stock.
c. Missing Facilities
Allows changing the facility in case an incorrect facility ID is included in the CSV.
d. Missing Products
Allows changing the facility in case an incorrect product SKU is entered in the CSV.
e. Checkbox
Select products individually and all together for quick upload.
f. Reset
Clear any product selections they have made on the Review page.
g. Upload Inventory
Enables uploading the inventory data.
Purchase Orders Page
The Purchase Order (PO) page enables users to import the purchase order which is then reflected in the OMS.
Characteristics:
Upload Purchase Order CSV: The user can upload the Purchase Order CSV from their system.
Column Index: When the user uploads the CSV file it might have indexes with different names. So the user have to select the column index for:
Order ID
Shopify Product SKU
Arrival Date
Ordered Quantity
Facility ID
Function
a. Upload PO CSV
Upload purchase order CSV to the OMS.
Column Index
Description
Order ID
Unique identifier of the order.
Shopify Product SKU
Shopify’s unique identifier of the product.
Arrival Date
Expected arrival date of order.
Ordered Quantity
Number of products.
Facility ID
Unique identifier of the facility.
b. New Purchase Order Mapping
Creating a mapping align the column index mappings of the external CSV file with those of HotWax Commerce, eliminating the need to manually specify each column's index.
c. Review
Derives the comprehensive PO view.
Purchase Order Review Page
Provides a detailed of PO CSV data and helps users identify and fix errors in the CSV file.
Characteristics
Data Verification: Users can review the information to ensure that it accurately represents the data they intend to import.
Error Handling: If there are any data or mapping errors, the page will show prompts to help users fix them before uploading the PO.
Functions
a. Search Purchase Order Items
Search the product by unique identifiers.
b. Bulk Adjustment
Add configurations using bulk adjustment pop-up screen.
c. Date Time Parse Error
Add configurations using date time parse error pop-up screen.
d. Missing Facilities in Purchase Order
Add missing mappings using missing facilities pop-up screen.
e. Missing Products in Purchase Order
Add missing SKU’s using the missing products pop-up screen.
f. Checkbox
Select products individually, multiply and all together for quick upload.
g. Reset
Reset the whole or individual product data to undo the tasks performed.
h. Purchase Order Filter
View purchase orders for a specific facility.
i. Upload Purchase Order
Enables uploading the final PO data.
Saved Mapping page
Manage the mapping preferences for inventory and PO data.
Characteristics:
Saved Mapping Details: The user can view the details of each saved mapping by clicking on it.
Functions
a. Edit Mappings
Modify and update previously saved mappings.
b. Save Changes
Save the current column mappings as a predefined mapping for future use.
c. Delete Mapping
Remove previously saved mappings from their list of predefined mappings.
Related solution flows
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