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Preliminary Set Up Options

 
Importing shipment histories is a feature of the MasterQ-PRO and MasterQ-ENT versions of the program.  For a complete comparison of the features, click here.
 
 
This step tells MasterQ how to handle certain things when shipment histories are imported.  You only need to do this one time.  Your user account must be a manager or super user to access the system record where these changes are made.
 
When importing shipment histories, the program you export the histories from may behave in some interesting ways.  This section allows you to accommodate those eccentricities. 
 
  1. If your exported shipment histories do not include customer returns, you can ignore the rest of this section.
     
  2. If your exported shipment histories do include customer returns, but show the quantities as negative numbers, both of the options discussed below should be blank, or un-checked.
     
  3. If the exported shipment histories do include customer returns, but the numbers are positive for returns as well as regular shipments, check the Change Sign For Return Quantities box in your system record.  Use the TOOLS|SYSTEM SET UP command from the main menu and select the Importing Files Tab.  Check the box that says Change Sign For Return Quantities.
  4. If the exported shipment histories do include customer returns and the quantities for returns are shown as positive numbers just like regular shipments, you will need some way to indicate the shipment is a return and not an outbound shipment.  Your export file will need to place some entry in the last field (often this is shown as the return date).  This could be a date or the word RETURN or what ever you wish.  Any entry in this last field will indicate the shipment is a return.

    If life were only so simple.

    Some systems, however, insist on putting something in this field even if the shipment is not a return.  Microsoft's Great Plains software is one of these.  Great Plains includes returns, shows them with positive quantities and indicates returns with a date.  But GP also puts an entry in this field for regular out-bound shipments.  It uses #NUM for return dates if none exist!

      If your system puts an entry of some type into the return date field for regular shipments (something other than nothing) you can tell MasterQ to treat that entry as if it were blank.
 
This only needs to be done once, thankfully.  If you have any questions, please email support@agendadevelopment.com and attach the shipment history file you are trying to import.  Make sure the sample file contains at least one regular outbound shipment as well as at least one customer return record.  We will review and can quickly advise how you should set these options.