RetailEasy on-cloud's Master Migration feature is used to upload large data sets in the form of a spreadsheet and map them to the corresponding fields. You can customize the Master Migration template, download the template file and upload it to the domain. Any error in the uploaded file will be reported to you by RetailEasy on-cloud.

Benefits of the Supplier Master Migration:

This saves the time and efforts involved in manually uploading the Supplier records and eliminates the redundancy in repeating the monotonous process. A manual upload would demand the wastage of manpower and would extend to hours, but with Master Migration, the time requirement shrinks significantly.

Note: Master migration in RetailEasy on-cloud is done by downloading the template of the file to which you will be entering data. After the data entry, the file can be uploaded and RetailEasy on-cloud will map the Supplier details into the Supplier screen.

• RetailEasy on-cloud lets you customize/configure the template sheet through the Load Config button

• You can save the template sheet configuration using the Save Config button

• The saved template configuration can be downloaded using the Download CSV button

How to add Supplier details in bulk?

Step 1: In the main tab of RetailEasy on-cloud, click on Tools > Master Migration

Step 2: In the sheet generation section, from the drop-down of the Select a Master field, select Supplier Master and click on Load Config

Step 3: In the Load Config screen, tick the checkboxes of the features you want to add to the template sheet

Note:

• The ticked features will appear as columns in the template sheet

• Enabling the Mandatory checkbox will automatically enable the Add to sheet checkbox for that feature

• Once the Mandatory check box is enabled for a feature we must ensure that the no cell of that feature's column is left empty before uploading the sheet

Step 4: Click on Save Config to save the template configuration and a confirmatory message pops up. Click on OK

Step 5: Click on Download CSV to download the template file

Note:

• Open the downloaded file from your local storage and enter the Supplier details without altering any of the column titles

• If the column titles are edited or modified, RetailEasy on-cloud will throw an error message and will not accept the file for upload

• The downloaded file can be opened in any application that can handle ".csv" files

Step 6: Save the file on your local storage after entering the Supplier details and click on Upload Sheet

Note: Refer to the Column Value column of the Load Config screen to know the valid entries to the fields.

Step 7: In the upload sheet screen, from the drop-down of the Select a Master field, select Supplier Master

Step 8: Click on the Choose File option to browse and upload the file from your local storage. The name of the chosen file appears to the right of the Choose file option. Click on Upload File.

Step 9: If the file is uploaded without an error, a message confirming the successful upload of Supplier data appears. Click on OK. The uploaded Supplier details can be seen on the Supplier screen.

Possible errors and their remedies: 

RetailEasy on-cloud will help you identify the manual errors you have committed in the sheet automatically. You can check them in the Upload Status screen. On the occasion of receiving an error message, click OK on the error message box and go to the Upload Status section. Here are some possible errors and their remedies.

➤ Error: The Column titles on the downloaded CSV file are modified-Configuration error

Remedy: Do not modify the Column titles of the downloaded CSV file.

➤ Error: The entries do not align with the defined Column Values/The Column titles are not mapped to the Item Master

Remedy: Click Upload Status. In the Select a Master field choose Supplier Master from the drop-down. Click on Load.  Scroll to the right of the screen to see the Reason for the error.

➤ Error: The uploaded file is not in the CSV

Remedy: Convert your file to the CSV format and upload.

The Master Migration feature of RetailEasy on-cloud save your time by uploading large sets of data, directly from a spreadsheet.