Online Library Tutorial

Overview#

• Use the Online Library to import standard materials and prices from a central repository which is regularly updated.
• The Updated field in the grid view is the date the material was last updated on the central server.
• Prices are always imported in the Local Currency.

💡These tutorials explain how to use the online library.

How to Set Up the Server Connection#

1. Navigate to Settings (Main Menu > Setup > Settings & Defaults > Settings (tab)).
2. Enter online in the search block.
3. System > Online Library Server Address = Enter 13.244.36.238 in the Value column.
4. Click Save (button) to update this setting.

How to Import Records#

1. Navigate to Materials (Main Menu > Materials > Setup Materials).
2. Click Menu (button) > Online Library.
3. Click Connect (button) on the popup.
4. Select a Category and Supplier on the Header.
5. Select a Category and Supplier on the Footer.
   • Note: If the category or Supplier does not exist, they must first be created before the import can be completed.
   • Note: After the initial import, these fields default to the previous selection.
6. Click View (button) to see the available records.
   • Note: A blue block at the extreme left of the item indicates that the material already exists in the local database.
7. Select the records to import. Use Shift + left-click to select a continuous block. Use Ctrl + left-click to select random records.
8. Click Import (button).
9. Confirm that you want to import the record.
10. Accept the disclaimer.
11. A popup shows the status of the import. Click OK.
    • Note: The change can be seen in the Cost & Prices (tab) of the imported or updated material.

How to View Updated Supplier Prices#

1. Navigate to Main Menu > Materials > Setup Materials.
2. Double-click any of the records that were imported or updated to open it.
3. Click Costs & Prices (tab).
4. The imported Supplier Prices show under the heading Supplier Prices.