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Last modified on 9/9/2015 10:10 AM by User.

Customer Contract File - Import Spreadsheet Example

CUSTOMER NAME CUST# ALT# ITEM#/CLASS/CODE DESCRIPTION CUST ITEM# APPLIC O/S AMT TYPE AMT PRICE LEVEL EXP DATE COMM % REF MARK ALLOW EOM # SOLD $ SOLD LAST SALE DATE BREAK TYPE AMT TYPE FIXED/CUME BREAK 1 AMT 1 BREAK 2 AMT 2 Column AS  
A & B HEATI 350 0 1 DIGITAL     T           N             10 15 25 25 X  
J-R-E Enginee 400 0 10013 HAMMER-CLAW     $ 18.61         Y                     X  
J-R-E Enginee 400 0 1061 SOCKET - 1/2" DRIVE - 1" 60030   $ 0.04         Y                     X  
J-R-E Enginee 400 0 90011 COPY 8.5 x 11     $ 0.061         N                     X  
J-R-E Enginee 400 0 99 SUPPLIES     % 15 N       N                     X  
Repro North 550 0 1011 PAPER     T           Y       D $   0 10.8 100 12.766 X  
Repro North 550 0 1061 PAPER - COLOR     $ 0.045   12/31/2011   0 Y                     X  
Repro North 550 0 1301 SAW BLADE 12IN DIAMOND     $ 65         Y                     X  
Repro North 550 0 3001 CAD BOND PLOT PLT     $ 0.122   12/31/2012     Y                     X  
Repro North 550 0 MONMTP MONTHLY-CL-PR-TN MON   $ 611.1         Y                     X  
Repro North 550 0 PEN100-W MARKER,OPAQUE,BROAD     % 25 N       Y                     X  
Front Door 1000 0 10011 BOND     % -50 N       Y                     X  
Front Door 1000 0 98000 98000 group   S % 10 N       N                     X  
BT Company 3400 0 10011 BOND 1122   T     12/31/2018     N       Q % F 1 50 75 60.25 X  
BT Company 3400 0 100TRX300 ATV - VERSION 2     % 20 N       Y                     X  
BT Company 3400 0 1011 PAPER     % 15 N       Y                     X  
BT Company 3400 0 1061 PAPER - COLOR 60020   T           Y       Q $ F 25 0.05 50 0.04 X  
BT Company 3400 0 1062 PAPER - COLOR DUAL 60030   $ 4.75         Y                     X  
BT Company 3400 1 10010 TESTING ITEM     $ 18.33       Y y                     X  
Sumpter 4200 0 1011 PAPER     T           N       D $ C 0 11.9 62.5 13.419 X  
Sumpter 4200 0 1061 PAPER -COLOR     % 10 N 12/31/2012   0 N                     X  
Sumpter 4200 0 MONMTP MONTHLY-CL-PR-TN MON   $ 672.2         N                     X  
Charity Mt. 5000 0 5 SERVICE     % 15 N       Y                     X  
                                                   
 
 
 
 
 
  These columns do not need any information, they are 'placeholder' columns.  
 
 
  These columns actually go through Break 12 and Amount 12, only used Break 1 & 2, Amount 1 & 2 as an example.  These columns
  go out through AR  
 
  This column (AS) must be populated with an X in every row,.  
 
Note: The 'column headings' on this example are abreviations of the actual headings.  As noted in the documentation, the wording of the   
  headings is not critical, however the information in the column is critical, as this is what will be imported.