How to import orders from BrokerForce®
When you
supply price list and catalog data to reps using BrokerForce®, their orders can be returned to
you for direct import into your accounting and distribution system with your
correct customer numbers. We'll help you set it up.
Formats for EDI 850
transactions, Intuit
Quick Books, MAS 90, MAS
200, Microsoft Navision, Microsoft Small Business Financials, Oak Street, Point
Force, Sage ACCPAC, SAP, SMS, Golden (pending)
and many others are already supported. A quotation for a
custom format is available upon request.
If you have QuickBooks, take a look at the
Atandra Data Hub product
and this
How To screen shot or
Syncware (software bridge, consulting service, monthly fee)
or
Bay State
Consulting Import Wizard.
Why import orders electronically? Order processing costs
are reduced by a minimum of $3-$6 per order- enabling faster, more accurate shipping.
Efficient, reliable shipping translates into quicker turnover of products and
faster payment. There are
NO transaction fees with BrokerForce®. Faster,
better, reliable!
Prevent expensive variances!
Before you recieve orders electronically, consider sending
your
invoices in electronic data exchange format. Why?
When you return invoices electronically:
·
Agencies must update their customer numbers
and contact information with the information sent with invoices
before they can import the
invoices! All future orders for any invoiced
customer will have your customer numbers on them.
·
You save printing and mailing costs
·
Put accurate item sales information in the hands
of the road reps for the best customer service and larger orders
·
Sending invoices electronically reduces your
costs of importing orders because BrokerForce® validates on the rep side
·
Reduced service desk costs; one more added
benefit when reps have timely invoice information in the field
How to get it done:
Our experts at BrokerForce® will consult without charge (for
vendors who have agencies and reps using BrokerForce®) regarding automation of
importing and validating orders. Our team published data exchange formats
before any other software company in any specialty industry.
BrokerForce® has several order export formats built-in that can
send orders to your company in any one of the common file formats. Fixed width
(columnar) is the most commonly requested format and comma separated value (CSV)
formats are also available with the header information included or excluded in
the first row.
If you use a proprietary format for importing orders
electronically, please send a sample with a list of fields, data types/lengths,
and transport method e.g. FTP or e-mail to
support@brokerforce.com
subject: “your company name” and subject Order
Exchange. Almost all formats and parameters can be
accommodated.
Many inventory distribution systems such as Microsoft Great
Plains,
MAS 90, Business Objects,
and QuickBooks have integration tools for importing and exporting this
order/invoice information. If you have any questions, contact us
support@brokerforce.com or
info@brokerforce.com .
Data exchange is our expertise.
How it is sent - The resulting
file may be e-mailed, sent on disk, or made available for upload to your web
site. If the file is sent directly from BrokerForce® via e-mail, the subject
line will be "Orders" plus the date and time of the export, and the rep group's
name. The body of the message will contain the name of the rep who exported the
order along with any special instructions.
Your Specifications - Let us
know if you want new customer orders included in the electronic batches or if
those orders should come through another channel. Does your software have a
restricted list of Terms, FOB, or Ship Via values? If so, please provide those
lists, so that we can assure that only those values are returned. If using an
FTP site, provide a user name and login for FTP transfers.
If your software requires a format other than those currently
provided, please provide us with the contact information for your solution
provider including a list of your specifications, and notify your provider with
our contact information; we will discuss a solution with them and provide a
quotation.
Sample Orders Fixed Width Layout
The following table describes the columnar layout of an
Orders.txt file that can be exported from BrokerForce®. This is a
flat file, and all header
information is repeated on every row. All details are grouped together by
OrderID, the agency's unique order identifier. Other formats are available
including order headers in one file and details in another.
If you would like to have Bill To information included,
click here or, use the
layout below for orders without these fields.
Note: Your customer number
(VendorCustNo) will be empty for a new customer.
Field Name |
Start |
Width |
VendorCustNo |
1 |
10 |
PONumber |
11 |
30 |
RequiredBy |
41 |
10 |
ShipContact |
51 |
40 |
ShipName |
91 |
40 |
ShipAddress |
131 |
40 |
ShipAddress2 |
171 |
40 |
ShipCity |
211 |
50 |
ShipStateOrProvince |
261 |
50 |
ShipPostalCode |
311 |
20 |
ShipCountry |
331 |
50 |
ShipPhone |
381 |
24 |
ShipFax |
405 |
24 |
ShipVia
|
429 |
50 |
Terms |
479 |
25 |
Freight |
504 |
21 |
Notes |
525 |
255 |
Orders_Discount |
780 |
22 |
BillContact |
802 |
40 |
BillPhone |
842 |
24 |
BillFax |
866 |
24 |
FOB |
890 |
30 |
Department |
920 |
25 |
VendorItem |
945 |
12 |
ProductName |
957 |
40 |
Quantity |
997 |
22 |
Unit |
1019 |
10 |
UnitPrice |
1029 |
21 |
OrderDetails_Discount |
1050 |
22 |
PriceList |
1072 |
15 |
BillingQty |
1087 |
22 |
PkSz |
1109 |
12 |
Accrual |
1121 |
22 |
Status |
1143 |
12 |
OrderID |
1155 |
11 |
DateToShip |
1166 |
10 |
|