This screen will help you import flat rate parts and tasks from several popular vendors. Please note that this process can take several hours, so we recommend starting this in the evening before you leave for the day. It is also recommended that this process be performed on the server computer to help avoid network-related issues. In our example below, we processed an import for Callahan & Roach Flat Rate.
- To get started, head to File → Import/Export → Import Flat Rate Items.
- Select the name of the flat rate system you have purchased and click Next.
- Select the location of the files listed on the screen and click Next. These files are provided by the flat rate company that you bought your price book from. They should be able to tell you where those files are or you can do a search on your computer to find them.
- Some flat rate systems will allow you to customize the names of your flat rate price levels. If you selected one that does you will see a screen similar to the one listed below. Change the column names to match the headings in your price books, then click Next.
- If you check the Import inventory items as assembly sub-items box, each flat rate task will be imported as an assembly. The parts required to perform that task will be attached to it as stock items and will automatically appear on the invoice when the task/assembly is added. This is great if you plan on using the flat rate provider's part numbers. If you would rather manually put the inventory items you used for each task on the invoice, leave this box unchecked. This can be beneficial if you already have an established inventory.
- The last screen that will appear before the import begins is a summary screen. Confirm the data here reflects the choices you made on the previous screens the click Next to start the import. Remember, this can take several hours to complete.
After the import has been completed you will see a screen showing you the results of the import. Simply click Finish here to complete the process.