Import a Finance Catalogue | Scribe

    Import a Finance Catalogue

    • Lucy Sonner |
    • 0 step |
    • 31 seconds
      Navigate to Synbiotix
      Enter your username and password and click "Login"
      Select NCIS
      NCIS is called "Production Management" in some systems but the functionality is the same
      Click "Administration"
      Click "Financial Items"
      Click "Upload Item Template"
      Use the drop-down box to select whether you are uploading all catalogues in one file ("All Catalogues"), or multiple different catalogues for different suppliers separately ("Multiple Catalogues")
      Use the toggle to select whether or not you want to remove missing items. If you select "YES", any items not found in the supplier financial catalogue being uploaded will be deleted from the financial catalogue in the Synbiotix system. \ These items might include those that have had a supplier code change, or are no longer sold
      This **does not** delete the item in the Synbiotix system. It only deletes the finance item the Synbiotix item is linked to in the database. The affected Synbiotix items will need to be re-mapped to new financial items
      Click "Browse"
      Find and select the finance catalogue
      If you are using data from PECOS, you can upload the file straight from the PCM download. You don't need to change the format
      Click "Upload"
      Review any changes
      Click "Submit"
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