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Import/Export
1 Using Margin Master® with SpruceWare.NET | ©2010 SPRUCE Computer Systems, Inc.
The basic steps are straightforward:
• Pull inventory information from SpruceWare.NET via a free Crystal Report.
• Save the report data as an Excel spreadsheet.
• Import the Microsoft® Excel® spreadsheet into Margin Master.
• Select the Margin Master strategy you want then process the price updates according to that strategy.
• Export the resulting data from Margin master.
• Import the updates using the Price Changes Import Wizard in SpruceWare.NET.
Continue reading for a more detailed look at the process:
2 Using Margin Master® with SpruceWare.NET | ©2010 SPRUCE Computer Systems, Inc.
Exporting inventory data from the SpruceWare.NET system
Once you’ve installed Margin Master, the first thing you’ll want to do is to get inventory details from the Spruce system into a file properly formatted for Margin Master’s import tools. Spruce has written a Crystal Report specifically for this purpose. It’s called the Margin Master File Export Report and is available at no charge to all SpruceWare.NET users through the customer area of the Spruce website, support.sprucecomputer.com: If you’re not sure how to load and use the report from the website into your copy of Crystal Reports, please follow the instructions in the “Crystal Reports Database Connections” document (also available on the reports downloads page in the customer area of the Spruce website). When you run the report, you will be prompted for branch location (“All Branches” is an option as well) and for a starting group / section and ending group / section. Once the report data has been generated, export it to an Excel spreadsheet. This is done by choosing File / Export / Export Report / Microsoft Excel and clicking OK. Check the “Custom” option, then check the “Export page headers and footer” and “Simplify page headers” options and click OK. Name the file and put it in the Margin Master directory, which is typically C:\MARGINMASTER.
3 Using Margin Master® with SpruceWare.NET | ©2010 SPRUCE Computer Systems, Inc.
Importing Spruce data into Margin Master
Open the Margin Master menu. Click on the “Import Data” button: The resulting window will show you the Excel file you’ve saved in the default C:\MARGINMASTER directory. Pick the file you want to import and click on the “Process” button:
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Using Margin Master® with SpruceWare.NET | ©2010 SPRUCE Computer Systems, Inc.
This opens the Import Data window. From this window, map the columns you wish to import: Once you’ve mapped the columns you wish to import, click on the “Import” button and Margin Master will bring the information in for processing:
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Using Margin Master® with SpruceWare.NET | ©2010 SPRUCE Computer Systems, Inc.
Process the information using your selected Margin Master Strategy. Once processing is done, you may print it to an Excel spreadsheet; name it appropriately and save it to a convenient folder.
6 Using Margin Master® with SpruceWare.NET | ©2010 SPRUCE Computer Systems, Inc.
Importing Price Changes from Margin Master into SpruceWare.NET
From the SpruceWare.NET main menu, select Inventory then Price Updates: Pick an effective date, then click on the “Import” button and select “Wizard.” In the “Select Import Source” box, click on Windows File and click on the browse button to browse to the directory where you saved the output file from Margin Master. Select the file you wish to import:
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Using Margin Master® with SpruceWare.NET | ©2010 SPRUCE Computer Systems, Inc.
Once you’ve selected the appropriate file, use any pre-saved mapping or populate the appropriate dropdown boxes with the corresponding spreadsheet columns:
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Using Margin Master® with SpruceWare.NET | ©2010 SPRUCE Computer Systems, Inc.
Review the data grid and select the Process button to import the data into the Price Updates window. After again reviewing and making any final adjustments, choose Process(F12) to complete the Price Update. You will be prompted whether a session report should be produced or not, and you can select which branches to include for this price change: Pricing becomes effective on the date you selected. 
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| Article Details | Created:6/14/2010 10:34:02 AM
Modified:6/15/2010 9:53:38 AM
Author:bgreen
Views:53
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