Products Maintenance

 

Products Maintenance allows you to setup and maintain a list of your products.

 

 

Maintenance Grid

The maintenance screen displays the currently defined product items in a grid format. Setting 4 - "Price Level Quantity" will determine the number of price levels displayed in the grid and on the Items Maintenance window. Modifications to displayed fields may be done directly in the grid area or by double clicking the item row and modifying the fields in the Items Maintenance screen. Once the focus is within the grid area, you may use the arrow-up and arrow-down keys to navigate through each of the rows. Changes to any of the columns within a row will only be registered once you change rows or hit the Enter key on your keyboard. All validation errors on the current row must be corrected before you are allowed to change rows. Validation errors will be highlighted in red and a small red exclamation mark will provide you with an explanation when you hover your mouse over the icon.

 

 

Item Row Maintenance

Right clicking on any of the row numbers will display a pop-up menu that will allow you Delete, Insert or Duplicate a row. Rows may also be deleted, inserted or duplicated by using the delete, insert or duplicate buttons in the buttons area.

Select All

Clicking on the upper left corner of the grid will select all products. To select multiple contiguous rows, select the first row then press down the SHIFT key on your keyboard and while the SHIFT key is pressed, select the last row in your range. To select multiple rows that are not contiguous, select the first row then press down the CTRL key on your keyboard and while the the CTRL key is pressed, select each subsequent row that you want to include in the selection. Once you are done selecting all your rows, you can release the CTRL key. Pressing on the Delete button while in multi-select mode will delete all selected products.

Column Sort

Clicking on a column header will sort the rows either in ascending or descending order, A small arrow at the top of the column will point up for ascending or down for descending order.

 

Buttons

The buttons area consists of the following 5 buttons:

 

Delete

Click on this button to delete the currently selected row or rows. A warning message will be displayed indicating that any references to the deleted product or products will be lost when the changes are saved.

Insert

Click on this button to insert a new row in the Items Maintenance Window. All validation errors on the current row must be corrected before inserting a new row.

Duplicate

Click on this button to duplicate the currently selected row in the Items Maintenance Window. All validation errors on the current row must be corrected before duplicating the row.

Save

Click on this button to save changes. All validation errors must be corrected before saving your changes. The button will not be enabled until a change has been made.

Close

Click on this button to close the window. If any changes have been made you will be prompted to save the changes before closing the window.

 

Yes Button

Click on Yes to save changes and close the window. All validation errors must be corrected before saving your changes.

No Button

Click on No to discard all changes made and close the window.

Cancel Button

Click on Cancel to abort the close and return to the maintenance screen.

Filter

 

 

Filter

The Filter button allows you to show/hide the data grid column filters. Double clicking on the Filter button will clear the search text for all columns.

Search Text

Enter the text you wish to search for or select one of the departments from the department drop down list. All products will be filtered as you type each character (case insensitive). SKUs may be found by typing the SKU or by connecting a barcode scanner to your laptop or PC. The cursor must be in the SKU search field prior to scanning the item. Prices must be entered as integer values only, without commas or decimals.

Clear Text

Click on the button to clear the current search text. Double clicking on the Filter button will clear the search text for all columns.

 

Import

Click on this button to import one or more products from an OSI Products Export file (*.prd) or from a delimiter separated file (*.csv, *.txt). Using the Open dialogue window, select the file extension (*.prd, *.csv, *.txt) from the drop down list to the right of the File name and navigate to and select the file you wish to import.

 

If a valid OSI Products Export file (*.prd) was selected, clicking on the Open button will insert the product records contained in the export file into your database.

 

If a delimiter separated file (*.csv, *.txt) was selected, clicking on the Open button will allow you to map the data contained in the file to valid product columns.

 

Determine if your data contains headers and specify the delimiter used to separate each field. Map each of the data columns you wish to import. Define all columns in your data that you do not wish to import as "Do not import (Skip)" or alternatively, remove these columns in Microsoft Excel or similar application prior to the import. Click on the Import button to import the file into your database.

  

 

My data has headers

Enable this option if your data contains data headers for each column. If the file does not contains data headers, a generic "Column X" will be displayed as the column headers. Please note that changing this option will force you to redefine the mapping of all data columns.

Delimiter

Select one of the predefined delimiter values from the drop down list. The application will parse out the fields contained in the file and attempt to display the data using the specified delimiter. Please note that changing this option will force you to redefine the mapping of all data columns.

PLU

Mapping a data column to the PLU will verify the data to ensure that all fields are valid numeric integers without any duplicates. If the PLU column has been mapped, any records in the database matching the specified PLU will be updated. If no match is found in the database, the PLU and associated data will be inserted as a new record in the database. All data errors will be displayed identifying the row, column, value and error message. All records with data errors must be corrected before importing, otherwise the row or rows with errors will be skipped. Please note that mapping or not mapping the PLU will affect the behaviour of the validation of both the SKU and Link. If the PLU is to be mapped, it is important to do so before the SKU and Link to minimize errors.

Caption

Mapping a data column to the Caption is required and will verify that all fields are valid, non blank, text values. All data errors will be displayed identifying the row, column, value and error message. If the value exceeds the maximum length of 25 characters, the value will be truncated. All other data errors must be corrected before importing, otherwise the row or rows with errors will be skipped. The Import button will remain disabled until a Caption field has been mapped and all data columns have been defined.

Second Caption

Mapping a data column to the Second Caption will verify that all fields are valid, non blank, text values. All data errors will be displayed identifying the row, column, value and error message. If the value exceeds the maximum length of 25 characters, the value will be truncated. All other data errors must be corrected before importing, otherwise the row or rows with errors will be skipped.

Department

Mapping a data column to the Department will verify the data to ensure that all fields are a valid numeric integers that match a Department Id within the database. If a matching Department Id is not found in the database, the reference must be corrected or a new department must be created before importing. If the Department is not mapped, all newly inserted records will default to the primary Department Id in the database. You will not be allowed to import products without at least one department being defined in Department Maintenance. All data errors will be displayed identifying the row, column, value and error message. All records with data errors must be corrected before importing, otherwise the row or rows with errors will be skipped.

SKU

Mapping a data column to the SKU will verify the data to ensure that all fields are valid numeric integers without any duplicates in the file as well as in the existing database. If the PLU column has been mapped, the SKU value will be checked to ensure that no other records in the database have the same SKU. The matching PLU record will be updated with the new SKU. If the PLU column has not been mapped the entire database will be checked to ensure that no other records have the same SKU. All data errors will be displayed identifying the row, column, value and error message. All records with data errors must be corrected before importing, otherwise the row or rows with errors will be skipped.

Link

Mapping a data column to the Link will verify the data to ensure that all fields are valid numeric integers. If the PLU column has been mapped, the value will be checked to ensure that the value matches a PLU within the database or within the import file. If the PLU column has not been mapped, the value must match an existing PLU within the database. All data errors will be displayed identifying the row, column, value and error message. All records with data errors must be corrected before importing, otherwise the row or rows with errors will be skipped.

Price

Mapping a data column to one of the Price levels will verify the data to ensure that all fields are valid currency values. All data errors will be displayed identifying the row, column, value and error message. All records with data errors must be corrected before importing, otherwise the row or rows with errors will be skipped.

Options

Mapping a data column to Options will verify the data to ensure that all fields are valid pipe "|" delimited integer values corresponding to individual department options.

 

1          Zero Prices Not Allowed

2          Prices Are Negative

4          Scalable

5          Print Weight-Volume Info Line

6          Single Item

7          Manager Required

10          No Decimal Point Entry

12          Price 3 Decimals

15          Food Stamp

16          Hash department

 

All data errors will be displayed identifying the row, column, value and error message. All records with data errors must be corrected before importing, otherwise the row or rows with errors will be skipped.

Print

Mapping a data column to the Print will verify that all fields are valid pipe "|" delimited integer values corresponding to an existing printer or customer display in hardware maintenance. All data errors will be displayed identifying the row, column, value and error message. All records with data errors must be corrected before importing, otherwise the row or rows with errors will be skipped.

Print Font

Mapping a data column to the Print Font will verify the data to ensure that all fields are valid numeric integers from 0 to 7. All data errors will be displayed identifying the row, column, value and error message. All records with data errors must be corrected before importing, otherwise the row or rows with errors will be skipped.

 

0          Font A Standard

1          Font A Double Width

2          Font A Double Height

3          Font A Double Width and Double Height

4          Font B Standard

5          Font B Double Width

6          Font B Double Height

7          Font B Double Width and Height

8          Font A Standard

9          Font A Double Width

10          Font A Double Height

11          Font A Double Width and Double Height

12          Font B Standard

13          Font B Double Width

14          Font B Double Height

15          Font B Double Width and Height

Kitchen Printer Font

Mapping a data column to the Kitchen Print Font will verify the data to ensure that all fields are valid numeric integers from 0 to 7. All data errors will be displayed identifying the row, column, value and error message. All records with data errors must be corrected before importing, otherwise the row or rows with errors will be skipped.

 

0          Font A Standard

1          Font A Double Width

2          Font A Double Height

3          Font A Double Width and Double Height

4          Font B Standard

5          Font B Double Width

6          Font B Double Height

7          Font B Double Width and Height

8          Font A Standard

9          Font A Double Width

10          Font A Double Height

11          Font A Double Width and Double Height

12          Font B Standard

13          Font B Double Width

14          Font B Double Height

15          Font B Double Width and Height

Taxes

Mapping a data column to the Taxes will verify that all fields are valid pipe "|" delimited integer values corresponding to an existing tax in tax maintenance. All data errors will be displayed identifying the row, column, value and error message. All records with data errors must be corrected before importing, otherwise the row or rows with errors will be skipped. 

Modifier Groups

Mapping a data column to the Modifier Groups will verify that all fields are valid pipe "|" delimited integer values corresponding to an existing modifier group in modifier group maintenance. All data errors will be displayed identifying the row, column, value and error message. All records with data errors must be corrected before importing, otherwise the row or rows with errors will be skipped. 

Skip

Mapping a data column to Do not import (Skip) will ignore the data in the specified column. Please note that the Import button will remain disabled until all data columns have been mapped or set to skip.

Import

Once a Caption field and all data columns have been mapped or set to Skip, the Import button will be enabled. Clicking on this button will update or insert all valid records into the database. All data errors will be displayed identifying the row, column, value and error message.

 

Export

Click on this button to open the Export window which will allow you to export the product list to an OSI proprietary export file (*.prd) or to a delimiter separated file (*.csv).

 

 

Export Type

Select one of the following export types:

 

OSI Proprietary

Select the row or rows you wish to include in the export file. Click on the Export button to open the Export window which will allow you to export the selected products to an OSI proprietary export file (*.prd).

CSV Delimited

Select CSV Delimited to export all products to a delimiter separated file (*.csv). Determine if you want to include column headers and choose one of the supported delimiters. Click on the Export button to open the Export window which will allow you to export all products to a delimiter separated file (*.csv).

 

Include Headers

Select this option if you want to include column names in your export file.

Delimiter

Select one of the supported delimiters to be used to separate each of the columns in your csv export file.

Export

Click on this button to open the "Save As" dialogue window and export the selected products to an OSI proprietary export file (*.prd) or all products to a delimiter separated file (*.csv).

 

The name of the export file will be defaulted based on export type and selections made, but may be changed to a file name of your choice.

 

Please note that the OSI proprietary format is meant to allow you to export elements from one PcProg program to another without the need to map your column data. If you want to view or edit the data contained in the export file, you must choose to export a delimiter separated file. To edit your *.csv file, it is best to open Microsoft Excel and use the Open dialogue to navigate to the export file and select Text Files (*.prn, *.txt, *.csv) in the drop down next to File name. This will open the Microsoft Text Import Wizard, which will allow you to tell Microsoft Excel what delimiter was used, whether your data has headers or not, and how to map the data format of each of the columns.  Please ensure that you map any product SKUs within Excel as text values otherwise Excel will format these large numbers as exponential values. Any changes made to the file within Excel should also be "Saved As" a csv file if you intend on re-importing these changes back into PcProg.