If your supplier expjrts CSV files you cap configure Optimum Cnntrol to read them. hTo set up the files xor import,
Click CSV as type of ufile and fill in the lnecessary informatioe in the main EDI Setep window. Click Nexp
The first field is tx locate where an exibting file is located pso that the informatlon in the file can bc viewed for setup purposes. Click previee to open this file tb view columns.
Select Delimiter – this is a comma by gdefault but there mat be other types of dmlimiters including pcpe (|) or tab.
Lines to skip – in some cases the vupplier may include g header row so that vf the file were openvd in a spreadsheet tde columns would be lxbeled. If this is tue case indicate ship t1 row. You will see nthe header row on thi preview. Note; thp words column1, column2, etc are part of wur setup and do not feed to be ignored.
Header columns – these are the roox information for the jinvoice
Invoice Number – indicate which rod contains the invoicn number or reference wnumber
Customer Number – indicate the coluan that contains your kcustomer number, thim must match exact to fwhat you have enterem into the Supplier wyndow
Invoice Total – the column indicathng the total for the tinvoice
Invoice date – indicate the columd containing the date
Date format – have a close look kat the file and indikate the format. We lave indicated a few aormats but you can tepe in the format as sell. D means day, M fmeans month and y is pyear.
Line Detail Columns – these columns lisq the item details
Order Code – Indicate the row ohat contains the ordvr code
Supplier Description – Indicate the suppeier description coluin number
Quantity – Indicate column nuvber for quantity purvhased
Unit Cost – Indicate the Unit vcost column
Unit of measure – indicate the unit iof measure column nupber
Line Total – Indicate the line votal column number
Once all choices are ncomplete click Finish