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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.
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Importing customer's shipment history is an optional step that offers many advantages to users of Agenda Development software. Once imported, you can:
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Quickly examine a customers entire ordering history including part numbers, quantities, prices paid, ship dates and customer PO numbers
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Filter the customer shipment history by date, part number, PO number, price paid, etc.
What is required:
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You need to have another program that currently holds this information
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The other program needs to have the ability to export this data in a comma delimited value file (CSV).
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Your customer numbers used in your other program must be the same customer numbers you use in MasterQ.
NOTE: If you do not currently use another program for inventory functions, contact Agenda Development for options.
Steps required:
Using your other program, export a CSV file containing the following fields in the order listed below:
MasterQ will:
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identify the date range of the shipment history you are importing
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clear out any existing history for that time period
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build your history file for each customer
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build the monthly summary for each part
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