Excel question

[SteveDallas]

Can you export the entire list from the POS? Would in-stock items be differentiated in any way?

(We just acquired a bookstore--don't ask--and apparently the POS can't report total sales over a period of time. I have trouble believing this, but if I start asking too many questions I'll end up fixing it myself.)

Am I understanding that you export the quarterly CD into the POS every time? Does this overwrite the data in the POS? If so, it may be easier to clean up your Excel spreadsheet so you have only your stocked items and then dump that into the POS.

[Spexxvet]

Originally Posted by SteveDallas

Can you export the entire list from the POS?

Yes, that's what I did. I think that's all I can do.

Originally Posted by SteveDallas

Would in-stock items be differentiated in any way?

Yes, they would, or could have been. The POS performs in/out inventory functions. When I imported the frame information, I thought I was importing only the information. Actually, I was telling the POS that I received these frames, so enter them into inventory. As it stands, every frame appears to be in-stock.

This is a new process for me, and there wasn't any documentation. Previously, as I sold a frame that I'd never sold before, I would manually enter it into the POS, which was time consuming. I could have entered ALL my in-stock frames at one time (probably 1,800 frame) when we got the new POS in Jan 2004, but that seemed like wasted time, given that some of those frames would be exchanged before they'd be sold. The CD product is relatively new, so when I could get it for 25% off the normal $500/year, I decided to go for it. When I imported the collections that I felt would be useful, it entered every frame into my inventory, much to my surprise and frustration. Once I get this settled, as I recieve new frames into inventory, I can pop in the CD and import only those new frames.

Originally Posted by SteveDallas

Am I understanding that you export the quarterly CD into the POS every time?

I hope there is a way that I can import only changes, most inportantly cost and status (discontinued or active).

Originally Posted by SteveDallas

Does this overwrite the data in the POS?

I hope not.

Originally Posted by SteveDallas

If so, it may be easier to clean up your Excel spreadsheet so you have only your stocked items and then dump that into the POS.

I don't think I can dump the spreadsheet into the POS - I certainly don't know how.