Visual Streamline V-CLICK - Tecsysidmhelp.tecsys.com/FAQ/Docs/White Paper for V-Click.pdf · White Paper – V-CLICK TECSYS Visual Streamline White Paper Series V-Click Maintenance

WhitePaper–V-CLICK

TECSYS Visual Streamline White Paper Series

Visual Streamline V-CLICK



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OverviewVClick is an optional module within Streamline that offers an easy to use interface for loading new products, loading

supplier costs, and updating list prices. This module will save you time and money by eliminating manual data entry and

reducing errors due to manually keying in information.

UserRights� RTVCS – Right to V Click Setup

� RTVCI – Right to V Click Import

� RTNSLPUPD – Right to New Supplier List Price Update

ExcelPreparationVClick utilizes an import of an Excel spreadsheet into the module. Ideally the supplier will be able to provide this

spreadsheet correctly formatted. The correct format is column specific as follows:

Column Content

A Supplier Part Number

B Supplier Description

C Sort Field 1 (Can be any kind of filter or category etc. Further explanation provided below)

D Sort Field 2 (Can be any kind of filter or category etc. Further explanation provided below)

E Sort Field 3 (Can be any kind of filter or category etc. Further explanation provided below)

F Purchasing UoM

G Purchasing Packsize (used in packsize to Stocking UoM conversion)

H Suggested List Price (or supplier price)

I Unit Cost

Rows can contain data or headings and the sheet can be in groups if you so choose. During the setup you will be able to

select the rows to import. It is highly recommended that you prepare the spreadsheet before proceeding with the V

Click Maintenance.



V-ClickMaintenanceVClick Maintenance is located in INVENTORY -> MASTER FILES -> V-CLICK MAINTENANCE.

This will be used to set up each vendor that you will use VClick with and allow you to assign a graphic (typically a logo)

to the vendor. This graphic gets used to identify a VClick entry during the New Supplier List by Product module that is

used as part of the VClick process. You will also set up the default file, work sheet to use, and the range of rows.

UoM button

Used to maintain a table to

account for supplier UoM’s.



This maintenance module also allows the

creation of a UOM conversion table. The

purpose of this table is to allow you to

match a vendor’s UoM to be converted to

an equivalent UoM that you have set up in

Streamline. This table is used during the

import of the spread sheet and source

UoM’s can exist within Streamline and be

converted to any current UoM at time of

import.



V-ClickImportOnce an Excel spread sheet has been prepared and linked with the vendor through VClick maintenance, you are ready

to start working with the file. VClick processing is located in INVENTORY -> PROCESSING -> V-CLICK.

When you first enter this menu, you are presented with a very similar screen as the VClick Maintenance screen. The

main difference is this menu will show you if another user has already entered into VClick processing for that vendor.

Highlighting a Vendor and then clicking the SELECT button will produce one of two confirmation screens;

1. If there is no previous session loaded you will see a “Confirm file parameters” window. This allows you to change

any of the setting you had previously set as the default in the Maintenance screens or just continue.

2. If you had previously loaded a session for that vendor you will be prompted to continue that session or clear it

and start a new one.

Locked by SHENRY

Not locked.



V-ClickProcessingNow that a file is loaded you are presented with the first of the processing screens. VClick will search within Streamline

for the Supplier part number. If it’s already in the system the Product information will preload into the appropriate

columns.

Note that our UoM table in the Maintenance screen has changed the vendor’s “CASE” to “CS” so it will integrate within

the software.

The first processing screen is broken into two sections i) Item listing ii) individual item details. As you scroll or arrow

down through the items, the values in the bottom half will change.

Item

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ItemListingThe item listing is very similar to the spreadsheet you have used.

Column Name Descriptions

Supplier Part Number The supplier part number

Sort Field 1 First of three fields used to allow sorting and categorization for use in Vclick only

Sort Field 2 Second sort field

Sort Field 3 Third sort field

Streamline Product If there is a match to the suppler part number, the Streamline number will appear here. If no

match is found then this field will be blank until the part number is defined

Prod Line If there is a Streamline part number, the product line is shown here. If a part number still

needs to be defined then this field will be blank.

Purch UOM UoM brought in from the import spread sheet. This will be set as the purchase UoM.

Packsize Packsize of purch Uom in relation to stock UoM

Stock UOM If the part number exists in Streamline this is the Stock UoM assigned to it. If no part exists

then stock UoM will need to be defined

Tag Check box indicating if VClick will be updating this item when processed.

ItemDetailsThe item details section will change as different items are highlighted in the item listing.

Most of what this screen shows is selfexplanatory, but a few fields need some more attention. Some of these can be

updated directly on this screen, but you will most likely use the MODIFY screen to set the properties. You will also be

presented with errors such as “Product Line Error”. In the case of the graphic above, the product line has not yet been

assigned. Most of these fields will be addressed in the MODIFY screen below.



ModifyScreen

FiltersThe MODIFY screen is where the three sort fields become evident. The sort fields are designed to function a lot like the

filter feature in an Excel worksheet. They can operate independent of each other, but if you filter Sort Field 1 it will

impact the results available in Sort Field 2 and 3. The same goes as you filter further down.

These filters allow you to import a complete supplier price sheet, but only work with the items that you want to work

with, when you want to work with them. Breaking down a price sheet in this fashion makes the process much more

manageable.



CreateProductCodesOne of the primary functions of VClick is the ability to create new product codes from your vendor’s product listing. The

CREATE PRODUCT CODE section is a versatile method of doing so.

By ticking the check box you will tell VClick you want part numbers created. You have a few choices as to how to create

these parts. If you simply want to use the supplier’s part number as your own, you can just check both boxes as seen

below. Note the example box changes as you make your various selections in this process.

If you would like to create your own part number series based on the filtering you did, just click the Create Product

Codes box and then refine your part number build.

In the above example, we have set the prefix to be BST and the suffix to –GLV. This means that all parts created will

have this prefix and suffix. The sequence is a starting point for the increment field and it can only contain a numeric

value. In this example we’ve started at 105 and we’ll increment by 5 so our next part number will be BST110GLV. The

“Pad to Length” field restricts the sequence to a specific length. Had we set the pad to 6 our part would have been BST

000105GLV.

As we are all aware, you cannot have a Product Code in

Streamline without a Product Line. After defining your

product code creation, you will be required to pick a

product line. You can F5 in this field and choose a product

line or, providing you have the appropriate user rights, you

can F5 and create a new product line on the fly.



UpdatesIn the updates section you will be able to assign the various values to your new product codes. You cannot change a

product line on items that are already in Streamline through this process. To do that please use INVENTORY –> GLOBAL

CHANGES > CHANGE INV MASTER CODES.

Stock Type, Product Subcategory, Product Group, and Product Subgroup are the standard fields associated with the

product master. You can hit F5 and select from the master tables or, if you have the rights, you can create new master

records in each of these.

The update flags need little explanation except to note that the List price updates pick up the MSRP list from the spread

sheet. If you get a discount percent off list as your supplier cost, it is possible to enter that discount rate and it will

populate the supplier master with list less the discount percent.

Stock unit of measure is important for items you are creating. If you enter a different stock UoM from the purchase

UoM, the packsize will be used as the packsize conversion.

Clicking the OK button will adjust the values of the items that meet the filter criteria to the values set in the modify

screen. This will include assigning part numbers where applicable.

Below are three screen shots showing the changes made through the Vclick Modify screen.



ModifyandUpdateExample

Initial screen after import (note the Sort Field 1 values NDex BWC)



I’ve used the Sort Field 1 filter to restrict updates to just NDex BWC. I’m going to create part numbers for these

products using the supplier part number, and a prefix of “BST“. I’ll assign SAF as the product line and make all items

nonstock. The Product Subcategory “MED” has been selected. The Description, List price, and primary vendor flags have

all been set. The Stock UoM has been set to EA which will allow the packsize calculation to work.



All of the part numbers with Sort Field 1 value of NDex BWC have been updated per my selections in the modify screen.

Note the part number has been created with the prefix BST, the SAF product line has been assigned, Stock UoM has

been set to EA, Product Subcategory is set to MED and the update check boxes are selected. It’s important to note that

any of the update values can be changed from this current screen on an item by item basis. You could, for example,

assign a product group to one of the items and leave the others blank.

If there have been no errors detected after the modify process, a check has been put into the TAG box. This indicates the

record is ready to be updated or created.

You could at this point go through the modify process and complete a different section of items. You will not lose the

updates you have already done, just build upon the update to be processed. You could also exit the VClick process at

any time and, provided you choose to continue with the previous session when you return to VClick, all of your

modifications will be intact. Not continuing with the previous session will erase any modifications you have not

completed the process on.



Process

NewSupplierListbyProductClicking the PROCESS button will take us to the next

stage of VClick which utilizes the New Supplier List by

Product program. The first question you will need to

answer is the effective date of the update. This

pertains to the effective date of the pricing.

Once the OK button has been pushed, Streamline will create any part numbers that did not already exist and then

present us with the New Supplier List by Product screen.

Two import notes on this screen are the label at the bottom stating “Imported by VendorClick” and the image assigned

when originally creating the VClick vendor record during VClick Maintenance. These help to distinguish between

standard New Supplier List by Product records and VClick records.



After making any required changes in this screen, run the UPDATE. After the update is finished you will find yourself

back at the New Supplier List by Product screen. Exiting that will bring you back to a prompt to continue with you

previous session. This refers to the VClick session you’ve been working on. Clicking in the affirmative will bring you back

to your working table with all the records you’ve just process having been removed. You can now go through the

filter/modify process again on any of the remaining records.

Clicking the MODIFY button will present you with all the

functionality of the New Supplier List by Product utility



V-ClickButtonFunctionsAlthough most of the buttons are somewhat selfexplanatory, some require some more explanation.

SearchThe search button will try to find a product that is currently set up within Streamline that closely resembles the

highlighted product in the VClick table. It will return a list of items you can choose from. This function allows you to look

for the supplier product if you think it’s already in the system.

ConclusionVClick is the answer to many client requests for versatility in adding and updating products and pricing direct from a list

provided by your suppliers. It is a huge leap forward in the automation of part generation and supplier pricing.

If you would like to purchase this optional module, please contact Wendy Ferguson at 800.922.8649 x2210 or via email

at [email protected].

If you would like to arrange for a training session please contact support at [email protected] or call us at

800.922.8649. Training is billable at current time and material rates.

Documents

Visual Streamline V-CLICK - Tecsysidmhelp.tecsys.com/FAQ/Docs/White Paper for V-Click.pdf · White Paper – V-CLICK TECSYS Visual Streamline White Paper Series V-Click Maintenance