White Paper – V-CLICK TECSYS Visual Streamline White Paper Series Visual Streamline V-CLICK
WhitePaper–V-CLICK
TECSYS Visual Streamline White Paper Series
Visual Streamline V-CLICK
WhitePaper–V-CLICK
TECSYS Visual Streamline White Paper Series
© 2001 by TECSYS, Inc.
All rights reserved. Published 2001.
Restricted Rights
Printed in Canada.
The information contained within this document is proprietary and confidential to TECSYS, Inc.
No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying and recording, for any purpose without the express written permission of TECSYS, Inc.
This document is subject to change without notice, and TECSYS does not warrant that the material contained in this document is error-free. If you find any problems with this document, please report them to TECSYS in writing.
TECSYS, the TECSYS logo, EliteSeries, and Elite.eCom are registered trademarks of TECSYS, Inc. All other company and product names may be trademarks of their respective owners. Copyright © 2000 TECSYS, Inc. All rights reserved.
This document contains or may contain statements of future direction concerning possible functionality for TECSYS’ software products and technology. All functionality and software products will be available for license and shipment from TECSYS only if and when generally commercially available TECSYS disclaims any express or implied commitment to deliver functionality or software unless actual shipment of the functionality or software occurs. The statements of possible future direction are for information purposes only and TECSYS makes no express or implied commitments or representations concerning the timing and content of any future functionality or releases.
WhitePaper–V-CLICK
TECSYS Visual Streamline White Paper Series
OverviewVClick is an optional module within Streamline that offers an easy to use interface for loading new products, loading
supplier costs, and updating list prices. This module will save you time and money by eliminating manual data entry and
reducing errors due to manually keying in information.
UserRights� RTVCS – Right to V Click Setup
� RTVCI – Right to V Click Import
� RTNSLPUPD – Right to New Supplier List Price Update
ExcelPreparationVClick utilizes an import of an Excel spreadsheet into the module. Ideally the supplier will be able to provide this
spreadsheet correctly formatted. The correct format is column specific as follows:
Column Content
A Supplier Part Number
B Supplier Description
C Sort Field 1 (Can be any kind of filter or category etc. Further explanation provided below)
D Sort Field 2 (Can be any kind of filter or category etc. Further explanation provided below)
E Sort Field 3 (Can be any kind of filter or category etc. Further explanation provided below)
F Purchasing UoM
G Purchasing Packsize (used in packsize to Stocking UoM conversion)
H Suggested List Price (or supplier price)
I Unit Cost
Rows can contain data or headings and the sheet can be in groups if you so choose. During the setup you will be able to
select the rows to import. It is highly recommended that you prepare the spreadsheet before proceeding with the V
Click Maintenance.
WhitePaper–V-CLICK
TECSYS Visual Streamline White Paper Series
V-ClickMaintenanceVClick Maintenance is located in INVENTORY -> MASTER FILES -> V-CLICK MAINTENANCE.
This will be used to set up each vendor that you will use VClick with and allow you to assign a graphic (typically a logo)
to the vendor. This graphic gets used to identify a VClick entry during the New Supplier List by Product module that is
used as part of the VClick process. You will also set up the default file, work sheet to use, and the range of rows.
UoM button
Used to maintain a table to
account for supplier UoM’s.
WhitePaper–V-CLICK
TECSYS Visual Streamline White Paper Series
This maintenance module also allows the
creation of a UOM conversion table. The
purpose of this table is to allow you to
match a vendor’s UoM to be converted to
an equivalent UoM that you have set up in
Streamline. This table is used during the
import of the spread sheet and source
UoM’s can exist within Streamline and be
converted to any current UoM at time of
import.
WhitePaper–V-CLICK
TECSYS Visual Streamline White Paper Series
V-ClickImportOnce an Excel spread sheet has been prepared and linked with the vendor through VClick maintenance, you are ready
to start working with the file. VClick processing is located in INVENTORY -> PROCESSING -> V-CLICK.
When you first enter this menu, you are presented with a very similar screen as the VClick Maintenance screen. The
main difference is this menu will show you if another user has already entered into VClick processing for that vendor.
Highlighting a Vendor and then clicking the SELECT button will produce one of two confirmation screens;
1. If there is no previous session loaded you will see a “Confirm file parameters” window. This allows you to change
any of the setting you had previously set as the default in the Maintenance screens or just continue.
2. If you had previously loaded a session for that vendor you will be prompted to continue that session or clear it
and start a new one.
Locked by SHENRY
Not locked.
WhitePaper–V-CLICK
TECSYS Visual Streamline White Paper Series
V-ClickProcessingNow that a file is loaded you are presented with the first of the processing screens. VClick will search within Streamline
for the Supplier part number. If it’s already in the system the Product information will preload into the appropriate
columns.
Note that our UoM table in the Maintenance screen has changed the vendor’s “CASE” to “CS” so it will integrate within
the software.
The first processing screen is broken into two sections i) Item listing ii) individual item details. As you scroll or arrow
down through the items, the values in the bottom half will change.
Item
Lis
tin
g In
div
idu
al It
em D
etai
ls
WhitePaper–V-CLICK
TECSYS Visual Streamline White Paper Series
ItemListingThe item listing is very similar to the spreadsheet you have used.
Column Name Descriptions
Supplier Part Number The supplier part number
Sort Field 1 First of three fields used to allow sorting and categorization for use in Vclick only
Sort Field 2 Second sort field
Sort Field 3 Third sort field
Streamline Product If there is a match to the suppler part number, the Streamline number will appear here. If no
match is found then this field will be blank until the part number is defined
Prod Line If there is a Streamline part number, the product line is shown here. If a part number still
needs to be defined then this field will be blank.
Purch UOM UoM brought in from the import spread sheet. This will be set as the purchase UoM.
Packsize Packsize of purch Uom in relation to stock UoM
Stock UOM If the part number exists in Streamline this is the Stock UoM assigned to it. If no part exists
then stock UoM will need to be defined
Tag Check box indicating if VClick will be updating this item when processed.
ItemDetailsThe item details section will change as different items are highlighted in the item listing.
Most of what this screen shows is selfexplanatory, but a few fields need some more attention. Some of these can be
updated directly on this screen, but you will most likely use the MODIFY screen to set the properties. You will also be
presented with errors such as “Product Line Error”. In the case of the graphic above, the product line has not yet been
assigned. Most of these fields will be addressed in the MODIFY screen below.
WhitePaper–V-CLICK
TECSYS Visual Streamline White Paper Series
ModifyScreen
FiltersThe MODIFY screen is where the three sort fields become evident. The sort fields are designed to function a lot like the
filter feature in an Excel worksheet. They can operate independent of each other, but if you filter Sort Field 1 it will
impact the results available in Sort Field 2 and 3. The same goes as you filter further down.
These filters allow you to import a complete supplier price sheet, but only work with the items that you want to work
with, when you want to work with them. Breaking down a price sheet in this fashion makes the process much more
manageable.
WhitePaper–V-CLICK
TECSYS Visual Streamline White Paper Series
CreateProductCodesOne of the primary functions of VClick is the ability to create new product codes from your vendor’s product listing. The
CREATE PRODUCT CODE section is a versatile method of doing so.
By ticking the check box you will tell VClick you want part numbers created. You have a few choices as to how to create
these parts. If you simply want to use the supplier’s part number as your own, you can just check both boxes as seen
below. Note the example box changes as you make your various selections in this process.
If you would like to create your own part number series based on the filtering you did, just click the Create Product
Codes box and then refine your part number build.
In the above example, we have set the prefix to be BST and the suffix to –GLV. This means that all parts created will
have this prefix and suffix. The sequence is a starting point for the increment field and it can only contain a numeric
value. In this example we’ve started at 105 and we’ll increment by 5 so our next part number will be BST110GLV. The
“Pad to Length” field restricts the sequence to a specific length. Had we set the pad to 6 our part would have been BST
000105GLV.
As we are all aware, you cannot have a Product Code in
Streamline without a Product Line. After defining your
product code creation, you will be required to pick a
product line. You can F5 in this field and choose a product
line or, providing you have the appropriate user rights, you
can F5 and create a new product line on the fly.
WhitePaper–V-CLICK
TECSYS Visual Streamline White Paper Series
UpdatesIn the updates section you will be able to assign the various values to your new product codes. You cannot change a
product line on items that are already in Streamline through this process. To do that please use INVENTORY –> GLOBAL
CHANGES > CHANGE INV MASTER CODES.
Stock Type, Product Subcategory, Product Group, and Product Subgroup are the standard fields associated with the
product master. You can hit F5 and select from the master tables or, if you have the rights, you can create new master
records in each of these.
The update flags need little explanation except to note that the List price updates pick up the MSRP list from the spread
sheet. If you get a discount percent off list as your supplier cost, it is possible to enter that discount rate and it will
populate the supplier master with list less the discount percent.
Stock unit of measure is important for items you are creating. If you enter a different stock UoM from the purchase
UoM, the packsize will be used as the packsize conversion.
Clicking the OK button will adjust the values of the items that meet the filter criteria to the values set in the modify
screen. This will include assigning part numbers where applicable.
Below are three screen shots showing the changes made through the Vclick Modify screen.
WhitePaper–V-CLICK
TECSYS Visual Streamline White Paper Series
ModifyandUpdateExample
Initial screen after import (note the Sort Field 1 values NDex BWC)
WhitePaper–V-CLICK
TECSYS Visual Streamline White Paper Series
I’ve used the Sort Field 1 filter to restrict updates to just NDex BWC. I’m going to create part numbers for these
products using the supplier part number, and a prefix of “BST“. I’ll assign SAF as the product line and make all items
nonstock. The Product Subcategory “MED” has been selected. The Description, List price, and primary vendor flags have
all been set. The Stock UoM has been set to EA which will allow the packsize calculation to work.
WhitePaper–V-CLICK
TECSYS Visual Streamline White Paper Series
All of the part numbers with Sort Field 1 value of NDex BWC have been updated per my selections in the modify screen.
Note the part number has been created with the prefix BST, the SAF product line has been assigned, Stock UoM has
been set to EA, Product Subcategory is set to MED and the update check boxes are selected. It’s important to note that
any of the update values can be changed from this current screen on an item by item basis. You could, for example,
assign a product group to one of the items and leave the others blank.
If there have been no errors detected after the modify process, a check has been put into the TAG box. This indicates the
record is ready to be updated or created.
You could at this point go through the modify process and complete a different section of items. You will not lose the
updates you have already done, just build upon the update to be processed. You could also exit the VClick process at
any time and, provided you choose to continue with the previous session when you return to VClick, all of your
modifications will be intact. Not continuing with the previous session will erase any modifications you have not
completed the process on.
WhitePaper–V-CLICK
TECSYS Visual Streamline White Paper Series
Process
NewSupplierListbyProductClicking the PROCESS button will take us to the next
stage of VClick which utilizes the New Supplier List by
Product program. The first question you will need to
answer is the effective date of the update. This
pertains to the effective date of the pricing.
Once the OK button has been pushed, Streamline will create any part numbers that did not already exist and then
present us with the New Supplier List by Product screen.
Two import notes on this screen are the label at the bottom stating “Imported by VendorClick” and the image assigned
when originally creating the VClick vendor record during VClick Maintenance. These help to distinguish between
standard New Supplier List by Product records and VClick records.
WhitePaper–V-CLICK
TECSYS Visual Streamline White Paper Series
After making any required changes in this screen, run the UPDATE. After the update is finished you will find yourself
back at the New Supplier List by Product screen. Exiting that will bring you back to a prompt to continue with you
previous session. This refers to the VClick session you’ve been working on. Clicking in the affirmative will bring you back
to your working table with all the records you’ve just process having been removed. You can now go through the
filter/modify process again on any of the remaining records.
Clicking the MODIFY button will present you with all the
functionality of the New Supplier List by Product utility
WhitePaper–V-CLICK
TECSYS Visual Streamline White Paper Series
V-ClickButtonFunctionsAlthough most of the buttons are somewhat selfexplanatory, some require some more explanation.
SearchThe search button will try to find a product that is currently set up within Streamline that closely resembles the
highlighted product in the VClick table. It will return a list of items you can choose from. This function allows you to look
for the supplier product if you think it’s already in the system.
ConclusionVClick is the answer to many client requests for versatility in adding and updating products and pricing direct from a list
provided by your suppliers. It is a huge leap forward in the automation of part generation and supplier pricing.
If you would like to purchase this optional module, please contact Wendy Ferguson at 800.922.8649 x2210 or via email
If you would like to arrange for a training session please contact support at [email protected] or call us at
800.922.8649. Training is billable at current time and material rates.