There are a number of electronic invoice formats that can be imported through Retailer, one of which are CSV files. These files can be sent by your supplier to your e-mail account.

You may need to contact Distinguished Diaries to ask for the invoice file, which will be emailed to you.

Saving the CSV File

  1. Log into your e-mail account.
  2. Open the message where the electronic invoice is attached.
  3. Save the .csv file in a location that is easy to access such as the desktop or downloads folder.
    NOTE: DO OT open the file under any circumstance. This can corrupt any barcode and/or supplier stock code information.

Importing the CSV Invoice

  1. From the main screen of Retailer, click on Stock -> Invoice Arrivals.
  2. Click on Open Invoice.
  3. Navigate to the file's location and double-click on the file.
  4. The Import Supplier Invoice File screen will appear. Select the supplier from the drop-down box and press [Tab].
  5. After pressing [Tab]:
    • If it stays on the same screen, click on the drop-down arrow next to Tools and click on Change Template File Settings.
    • If the Invoice File Template Setup screen appears, click on Cancel to access the Invoice File Template Setup screen.

Configuring the Invoice File Template

  1. In the Invoice File Layout section, click on the yellow file icon.
  2. Navigate to the file's location and double-click on the file.
  3. This will provide a preview of the file's contents at the bottom:
    • In the Validation Settings section, set the Date Format, Lines in File Header and Lines in Footer as shown in the image below.
    • At the top of the screen, tick This File is Comma Delimited.
    • Enter the appropriate Column and/or Row values as shown in the image below.
  4. Click Save and Close.

Importing and Arriving the Invoice

  1. Back in the Import Supplier Invoice File screen, click on Import.
  2. The screen will flash and you can then click on Close.
  3. The Select Invoices to Import screen will appear.
  4. Click on the invoice to import and:
    • Click on View to see a preview of the invoice to check the information.
    • Click on Delete to remove the invoice.
    • Click on OK to begin arriving the invoice.