Saving the CSV File

  1. Log into your e-mail account.
  2. Open the message where the electronic invoice is attached.
  3. Right-click on the attachment and click Open.
  4. When the file opens, click on File on the top-left and click Save As.
    • Set Save as type: to CSV (Comma delimited)
    • Save the file to an easy-to-find location, like your desktop.
  5. If you see a warning about lost data, click Yes to ignore it.
  6. Close the file. If you a prompted to save your changes, click No.

Once saved, DO NOT 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. Find the file you saved earlier and double-click it to open.
  4. The Import Supplier Invoice File screen will appear. Select SUNBIRD DISTRIBUTIONS from the drop-down box.
  5. Click on the drop-down arrow next to tools and click on Change Template File Settings.
  6. Select the supplier again from the drop-down box and click OK. If the supplier is not visible, click on Cancel to access the Invoice File Template Setup screen.

Configuring the Invoice File Template

The settings will need to be configured from the bottom-up. The settings on this screen will direct Retailer to use the appropriate information from the file. 

  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.
  4. In the Validation Settings section:
    • Set the Date Format to DD/MM/YYYY.
    • Set the Lines in File Header to 1.
  5. The the top of the screen, tick This File is Comma Delimited.
  6. Enter the appropriate Column and/or Row values according to the file preview screen below. If you click on any field in the preview, it will show you its position in the Cell Value box.

  7. 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.