Setting up Articles

1. Setting up Articles Throughout this slide show there will be hyperlinks (highlighted in blue) follow the hyperlinks to navigate to the specified Topic or Figure. Hyperlinks will only work when being viewed in a slide show.

2. Articles Articles are like items with a quantity. Articles allow your warehouse staff to shortcut entering lots of information about a piece of inventory. The 6 Required fields Setting up a new Article Standard Articles Importing Standard Articles Importing Articles Global Things to Remember

3. Required fields to create Articles In order to create an article, the following fields are required: • Article Number • This can be a generic number, po, part number, model number, etc.… • Article Class • This is the most broad heading for an article. Example: household goods, commercial, etc... • Article Category • This heading is more specific then an article class. Example: kitchen goods, system furniture, case goods, etc.… • Article Type • This is more specific then an article category. Example: seating, table, panels, etc.… • Description • This is a description of the article, Example: chair, stool, kitchen table, conference table, etc.… • Reader description • This will automatically revert to the Description selected but can be changed. Reader Description is what the warehouse will see on the scanner for article number when bringing in inventory

4. Setting up a new Article You cannot have more than one of the same article number per customer • Click on the customer icon on the tool bar at the top of the screen (FIG 1) • A list of active customers will appear(FIG 1) • Highlight and double click on the customer (FIG 1) • Click on the Article tab (FIG 1) • Click on the white page on the toolbar at the top of the screen (FIG 2) • This will highlight the fields in yellow to be filled out (FIG 2) • Fields that are yellow are editable and have not yet been saved • There are only 6 fields that are required to be filled out, article number, class, category, type, description, and reader description (FIG 2) • You can select from the drop downs, or you can type in the boxes. The only box you cannot type over is Article class. (if you do not like the options for article class, category, description or type you can add to the drop down in Global ) • The more information that is entered, the more specific the article will be * Example • Once all of the information is entered for the article click on the save button on the toolbar at the top of the screen . Once saved all of the highlighted area will return to white (FIG 2)

5. Template A faster way to add an article that is similar to another article that already exists for a customer, is to use the template option • Click on the customer icon on the tool bar at the top of the screen (FIG 1) • A list of active customers will appear (FIG 1) • Highlight and double click on the customer (FIG 1) • Click on the article tab (FIG 1) • Highlight the article that you would like to copy (FIG 3) • Click on the template icon in the tool bar at the top of the screen (FIG 3) • Everything will remain the same, except for the article number (FIG 3) • Fill in the article number • Click on the save button on the tool bar at the top of the screen (FIG 3)

6. Save button Template button Back to Templates

7. * Example: This article is specific to a kitchen chair from the Manufacturer Herman Miller with the Part # 845684 Back to Setting up a new article

8. Customer Icon Article Tab Choose the customer Back to Template Back to Article

9. Add New Save Back to Setting up a new Article

10. Standard Articles Standard articles are articles that you can use for multiple customers. • Click on the Standard Articles Icon on the tool bar at the top of the screen (FIG 4) • The Standard Articles Maintenance window will appear (FIG 4) • This is where all of the standard articles can be viewed or added to (FIG 4) • To add an article Click on the white page on the top left of the toolbar (FIG 4) • This will highlight the fields in yellow to be filled out • Fields that are yellow are editable and have not yet been saved • There are only 6 fields that are required to be filled out: article number, class, category, type, description, and reader description (FIG 4) • You can select from the drop downs, or you can type in the boxes. The only box you cannot type over is Article class. (if you do not like the options for article class, category or type you can add to the drop down in Global ) • The more information that is entered, the more specific the article will be • Once all of the information is entered for the article click on the save button on the top left of the screen (this will turn the highlighted areas back to white) (FIG 4)

11. Standard Articles Icon Add New Save Standard Articles Back to Standard Articles

12. Importing Standard Articles Standard Articles can be imported into any customer • Click on the customer icon on the tool bar at the top of the screen (FIG 5) • Highlight and double click on the customer that the standard articles will be imported to (FIG 5) • Click on the Articles Tab (FIG 5) • Click on the Import Standard Articles button (FIG 5) • A list of standard articles will appear (FIG 5) • Highlight one or multiple standard articles that need to be added to this customer (FIG 5) • Once all of the standard articles have been selected click on the import button (FIG 5) • This will take you back to the customers article tab where all of the articles just imported are yellow (FIG 6) • Fields that are yellow are editable and have not yet been saved • Confirm that these are the articles that need to be imported into this customer (FIG 6) • Click on the save button (FIG 6)

13. Customer Icon Articles tab Import Standard Articles Pick the customer Standard Articles Back to Importing Standard Articles Import Button

14. Save Back to Importing Standard Articles

15. Importing Articles Importing Articles is a tool that makes it easier to add multiple articles at one time, this way you don’t have to add each article individually. • Add the following two folders to your computer: Article Imports and Articles Archived • Make an excel sheet with all of the articles that you would like to import to this customer. This excel sheet must have the 6 required fields necessary when making an article. (Article Number, Class, Category, Type, Description, and Reader Description.) You can add additional fields to this excel sheet. All of the fields must be filled out. (Make sure that there are no special characters ( ‘’ ‘ /) bold, bordering or underlining in the excel sheet. These will prevent the excel sheet from importing) (FIG 7) • Delete the extra sheets at the bottom of the page. You can only import one sheet at a time. (FIG 8) • Save the report as an excel 97-2003 workbook (.xls) in the folder that you created, Article Imports. (FIG 9) • Close the excel sheet. (In order to import, the excel sheet must be closed) • Open Windfall • Go to the import icon, this will bring up the import driver (FIG 10) • Click on the article import tab (FIG 11) • Click on the configure button (This is a one time setup as long as the excel sheets are always saved in Article Imports) (FIG 11) • Click on the browse button (…) next to where it says “Look for Article Files in This Directory” (FIG 12) • Browse to the file that you saved your excel sheet in (Article Imports) • Once you have found this folder click on it, then click the ok button • Click on the browse button (…) next to where it says “Move files to this directory after import” (FIG 12) • Browse to the file that you created earlier (Articles Archived) • Click on the Articles Archived folder • Click on the ok button • Click on the ok button on the bottom of the configuration tab (FIG 12)

16. Importing Articles • Refresh the page by clicking on another tab and then returning to the article import tab • If this process was done correctly then the excel sheet should appear under the article import tab (FIG 13) • If the excel sheet does not appear under the article tab check the configurations again. Make sure there are no special characters in the excel sheet. • Click on the box next to the excel sheet (FIG 13) • Click on the import button (FIG 13) • Click on the select button (FIG 14) • Select the customer out of the drop down that you are importing the articles for (FIG 14) • Click on the select button (FIG 14) • The Map Articles window will open (FIG 15) • This requires you to match the columns from the excel sheet to the columns on the Map Article window using the drop downs. (Try using the same Excel format so these do not need to be changed) (FIG 15) • Once you have all of the columns filled out click on the save button (FIG 15) • If the import went through correctly you will get a pop up that says how many articles have been imported (FIG 16) • If this process was not done correctly make sure that there are no special characters in the excel sheet. • Go to the customer icon on the tool bar at the top of the screen (FIG 17) • A list of active customers will appear (FIG 17) • Highlight and double click on the customer that the articles were imported for (FIG 17) • Click on the articles tab (FIG 17) • Here you will see the articles that were just imported (FIG 17)

17. Back to Importing Articles

18. Delete sheet 2, and sheet 3 Back to Importing Articles

19. Save in the folder that you created earlier Name the file Change this to Excel 97-2003 Workbook Back to Importing Articles

20. ImportIcon Back to Importing Articles

21. Article Import Tab Configure Button Back to Importing Articles

22. Browse to where you saved the excel sheet. (The folder that you created earlier, Article Import) Browse to where you want the excel sheet to be saved after it has been imported . (The folder that you created earlier, Articles Archived) Click ok when finished Back to Importing Articles

23. Find the excel sheet that you want to import, and check the box next to it Click the Import button Back to Importing Articles

24. Select the customer that you are importing the articles for Back to Importing Articles

25. Using the drop down, select the fields to match the excel sheet Once all columns have been filled out click on the save button Back to Importing Articles

26. If the import was successful you will receive this message Back to Importing Articles

27. Customer Tab Click on the articles tab Articles that were just imported Click on the customer Back to Importing Articles

28. Global This section allows you to set up your dropdown lists that you will use in the Customer Article Section, this is also where you can change the names of the Attributes Changing the article drop down list (FIG 18) • Click on the global icon on the toolbar at the top of the screen • Click on the tab that you are adding to: Article Classes, Article Category, Article Types, Article Description • To add to the drop down list click on the Add New button on the toolbar at the top left of the screen • A blank line will appear • Type in the new addition that is being added to the drop down list • Once you start typing the line will turn yellow • Fields that are in yellow are editable and have not yet been saved • Click on the save button on the tool bar at the top of the screen Changing the names of the attributes (FIG 19) • Click on the global icon on the toolbar at the top of the screen • Click on the tab that says Attribute Labels • Use the drop down to select the category • Select the Attribute that you would like to rename • Type the new name in to the box next to the attribute • When finished, Click on the save button on the toolbar at the top of the screen

29. Add New Global Icon Save Article Classes Article Categories Article Types Article Description Back

30. Global Icon Save Button Attribute Label tab Article category drop down Attribute Labels Back

31. Things to Remember • You cannot have more than one of the same article number per customer • Fields that are yellow are editable and have not yet been saved • When importing articles make sure that there are no special characters (, ‘’ ‘ \ / ) bold lettering, borders, or underlining • Standard Articles can be used for any customer • Articles that are not standard are customer specific • When scanning in articles, if you fill in the description on the scanner, it will override what has been set up in the article for that customer

32. If you have any questions you can contact the support team at 314-925-1547 or you can email us at support@assetcontrols.com You can also visit us at http://www.windfallonline.com/customer/