Suppliers Maintenance

Suppliers Maintenance allows you to maintain contact information of your product suppliers.

The maintenance screen is divided into the following three main sections:

Maintenance Grid

The grid area displays the currently defined suppliers. All fields are display-only and all modifications to a supplier must be done by selecting the item row and modifying the fields in the data entry area. 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. All defined values for the selected item will be displayed dynamically in the data entry area.

Select All

Clicking on the upper left corner of the grid will select all suppliers. 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 rows that you want to include in the selection. Once you are done selecting all your rows, you can release the CTRL key. All data edits or option changes will be applied to all selected rows. Pressing on the Delete button while in multi-select mode will delete all selected users.

	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.

	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.

Data Entry

The data entry area dynamically displays the currently selected supplier.

	Supplier Id
	Enter a unique integer value to identify the supplier. Required field. Duplicates not allowed.

	Primary Contact
	Enter the name of the primary contact.

	Primary Phone Number
	Enter the primary contact's phone number.

	Fax Number
	Enter the supplier's fax number.

	Supplier Name
	Enter the supplier name. Required field. Max 25 characters.

	Secondary Contact
	Enter the name of the secondary contact.

	Secondary Phone Number
	Enter the secondary contact's phone number.

	Web Address
	Enter the supplier's web address.

	Address Line 1
	Enter the supplier's address line 1

	Address Line 2
	Enter the supplier's address line 2

	Country
	Enter the supplier's country. You may select an existing country from the drop down list or type a new country name. The drop down list is populated with all distinct countries defined in the supplier database. Typing in the text field can also be used to search for an existing country in the list.

Province/State

Enter the supplier's Province or State. You may select an existing province/state from the drop down list or type a new province/state name. The drop down list is populated with all distinct provinces/states for the defined country in the supplier database. Typing in the text field can also be used to search for an existing province/state in the list. After entering a new Country, the Province/State drop down list will be blank. You must type a new province/state name.

City

Enter the supplier's city. You may select an existing city from the drop down list or type a new city name. The drop down list is populated with all distinct cities for the defined country and province/state in the supplier database. Typing in the text field can also be used to search for an existing city in the list. After entering a new Country or Province/State, the City drop down list will be blank. You must type a new city name.

	Postal/Zip Code
	Enter the supplier's postal or zip code.

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 supplier or suppliers will be lost when the changes are saved.

	Insert
	Click on this button to insert a new row at the end of the list. 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. 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.

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.

Import

Click on this button to import one or more suppliers from an OSI Suppliers Export file (*.sup) or from a delimiter separated file (*.csv, *.txt). Using the Open dialogue window, select the file extension (*.sup, *.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 Suppliers Export file (*.sup) was selected, clicking on the Open button will insert the supplier 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 supplier 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.

Supplier Id

Mapping a data column to the Supplier Id will verify the data to ensure that all fields are valid numeric integers without any duplicates. If the Supplier Id column has been mapped, any records in the database matching the specified Id will be updated. If no match is found in the database, the Supplier Id 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.

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.

Primary Contact Info

Mapping a data column to the Primary Contact Name and Phone Number will verify that all fields are valid text values. Blanks are allowed. 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.

Secondary Contact Info

Mapping a data column to the Secondary Contact Name and Phone Number will verify that all fields are valid text values. Blanks are allowed. 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.

	Fax Number
	Mapping a data column to the Fax Number will verify the data to ensure that all fields are valid text values. Blanks are allowed. 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.

	Web Address
	Mapping a data column to the Web Address will verify the data to ensure that all fields are valid text values. Blanks are allowed. 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.

Supplier Address

Mapping a data column to the Supplier Address (Address Line 1, Address Line 2, Country, Province/State, City and Postal/Zip Code) will verify the data to ensure that all fields are valid text values. Blanks are allowed. 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.

	Do Not Import (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 Name 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 supplier list to an OSI proprietary export file (*.sup) 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 suppliers to an OSI proprietary export file (*.sup).

	CSV Delimited
	Select CSV Delimited to export all suppliers 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 suppliers 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 suppliers to an OSI proprietary export file (*.sup) or all suppliers 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. 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.