How to add data to your Exploris

This continues to baffle me = so many jobbers wanted the ability to add X line data to their Exploris - a priority from day one on the committee. But so few jobbers do it - adding X line data

Click this link to see previous posts - posted in 2010 - and links to posts done in 2008

Steps we used to add a recent line

1) add the vendor ...

You don't need all the fields - in fact you need very few fields - but you need this to order and set sublines ( PN Codes)

2) add sub lines --called PN Codes in Exploris .... think ahead ... can this make it easier for the future ...or do you dump everything into one sub line ... how do you sort your socks from your shirts at home ( hint - in all clothes in one big pile - oh boy -a tough nut to crack here )

3) add vendor line to the Purchase order file profile - if you want Exploris to run suggested orders ... in NEW PURCHASE ORDER ( hard to remember the first few times - trust me )

4) you need to keep good notes on lines you add -- on your PC or Mac - make a folder for this line of parts and keep your notes there .... trust me -- in 3 years you will not remember what you did --write good notes as every day you get older

5) get the data you want to import --this is the BIGGIE --if you suck at Excel - you need to hire someone ... it is pretty simple --ONCE you know excel ...

The above image is the template you need to fill ... the items in yellow are the typical data you need -the grey columns are rarely used

Getting good at this takes time -the first line you add will take you a LONG TIME - but as you get smarter and better you really start doing this faster. So fast at times you really start tomake mistakes - and since Exploris ( Nex-Part by Whi ) can;t delete - we end up moving the mistakes to PN#999 and labeling this JUNK and changing the description and zero back the price - all handy to do on Mass Modify in Exploris

6) until we get version 50.5 ( in a few weeks ??) we send the file to your local BTM and they import - for use we like them to do it - having the DFIU ( Data File Import Utility - written up on page 8 of the version 50.5 release notes ) just lets us the the job ... all the work is in parts #1 thru 5 .... the DFIU is no big deal

7) do you need the data linked to e-cat .... yes you can -- this will be held for another thread message

Greg