Generic Export has been modified to allow for more flexibility and sophistication to allow exporting of orders to suppliers. The interface for accessing this is low level. This post explains how to manage the various options. The screen, at a glance:
Options in summary:
- Mask : Control fields that appear in export file and order they appear
- Header : Define a header in export file
- Separator : define character that separates fields in the file. Typically it is either comma (,) or semi-colon (;)
- Escape : control escape behaviour. Escape can wrap data in quotes (") if needed.
Mask
Mask controls which fields to save in the exported file and the order for each of them. Each letter in mask defines a field to save. For example FDQBI means following fields: Formatted part number, Description, Quantity required, Backorder status, customer invoice reference. of a Line like this:
10-035-12,"SPKT MTX 1446 K KX250F 05-2010 (K35)#",1,Y,0
Different characters mean different things. In summary:
Character |
Field |
Example |
Default Header (see below) |
F |
Formatted part number. Part number with spaces + dashes |
10-05C-12 |
Part Number |
P |
Clean part number. Same as formatted but spaces and dashes are removed. |
1005C12 |
Part Number |
D |
Part Description |
SPKT MTX 1439 520 |
Description |
Q |
Quantity to order |
12 |
Quantity |
B |
Allow part to go onto backorder. Y or N |
Y |
OK to Backorder |
I |
Customer reference. Corresponds to invoice number. ‘0’ for stock |
12300 |
Reference |
R |
Order Reference. Type + ordernmber |
D7918 |
Your Ref |
S |
(new) Retail price, inc |
120.95 |
RRP |
C |
(new) Cost Price, ex |
76.42 |
Cost Price |
"xyz" |
Literal Value xyz. Replace with whatever you need here |
xyz |
xyz |
Header
Header controls adding of a first record as a header record. It can be one of three values
If blank/empty it inserts no header at all
If it is value *AUTO* it will generate a header based on the mask and a masks default header fields as defined above.
For example If Mask is FDQBI and Header is *AUTO* then header will be this:
Part Number,Description,Quantity,OK to Backorder,Reference
10-035-12,"SPKT MTX 1446 K KX250F 05-2010 (K35)#",1,Y,0
Separator
Separator controls field separator in file. Example output based on separator of ',' vs ';'
10-035-12,"SPKT MTX 1446 K KX250F 05-2010 (K35)#",1,Y,0 10-035-12;"SPKT MTX 1446 K KX250F 05-2010 (K35)#";1;Y;0
Escape
Escape controls use of escape control with quote (") Character. Example of possible outputs
Options |
Result |
If Required |
10-035-12,"SPKT MTX 1446 K KX250F 05-2010 (K35)#",1,Y,0 |
Always |
"10-035-12","SPKT MTX 1446 K KX250F 05-2010 (K35)#",1,"Y",0 |
Never |
10-035-12,SPKT MTX 1446 K KX250F 05-2010 (K35)#,1,Y,0 |
Examples
Common suppliers and possible advanced configurations that should work
Softway
- Mask : FQ"MV"
- Header:
- Separator: semi-colon (;)
- Escape: never
- Notes: replace MV with supplier code representing the franchise. e.g. MV =MV Agusta
Husqvarna P/E
Mojo:
- Mask: FQ
- Header: PartID,Quantity
- Separator: comma(,)
- Escape: Escape if needed.
- Notes: Make the filename extension .xlsx in order to create a XLSX file instead of a CSV file
Stihl:
Butmac:
- Mask: FQ
- Header:
- Separator: colon(;)
- Escape: never
- Notes: Butmac can be problematic with piston kits etc because spaces are significant. Will not work with some parts when using c9 repo supplied file. Continue to use Butmac export in c9