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ResellerAdvantage Getting Started Manual Before You Get Started Installation For Single-User, Trial, or Evaluation Use Installation For Multi-User (Client-Server) Use Install Reseller Advantage on the Server Machine Software Setup Installing the Reseller Advantage License Manager Customizing Reseller Advantage ListBox Items Adding Branches Adding Delivery Methods System Settings User Preferences Report Layouts Adding Users Install Reseller Advantage on Client Machines Installing the Purchasing Module on Client Machines Installing Reseller on the Web Replication Setup for Sybase SQL Anywhere Server Setup Client Setup Importing Distributor's Products Distributor’s File Specifications Tech Data Ingram Micro Pinacor Merisel Importing Generic Products Generic Import File Layout Importing Accounts Account Import File Layout Additional Address Records Importing Contacts Contact Import File Layout Additional Address Records Sales Order Generic Export Format Header 1 Record Format Header 2 Record Format Header 3 Record Format Purchase Order Generic Export Format Header 1 Record Format Header 2 Record Format   Installation For Single-User, Trial, or Evaluation Use Close down all running applications. If installing from a CD, put the Reseller Advantage CD in your CD ROM drive. If autoplay is supported, the install will start automatically. If not, run "Setup30.exe" from the CD. If installing from a downloaded file, simply double-click the exe file to start the installation. Follow the on-screen prompts. (Please note: If you receive an error message that certain files cannot be accessed, just click ignore to continue with installation. Windows may have these files opened and in use. If you receive a message file already exists, click Do Not Replace. If you have any problems running Reseller re-install and click replace. All replaced files are backed up with file extensions of B00) Go Back Installation For Multi-User (Client-Server) Use Reseller Advantage requires an ODBC compliant DBMS; which you will need to install on your server machine if it does not already have one. Install your database management software (Sybase, SQL Server, Oracle) on your Server. Using the database management systems’ administration tools create a new database named "sfaservr". Sybase SQL Anywhere Use SQL Central and follow the on screen prompts and accept all the database defaults except, due to Reseller's large database, change page size to 4096 bytes and select create a transaction log. (Please note: If the database resides in a folder, be sure the folder's name contains no spaces) SQL Server 6.5 *WARNING BEFORE COMPLETING THIS STEP please verify that you are running SERVICE PACK 5 or greater for SQL Server. Use SQL Enterprise Manager and create 2 new database devices. One for the database named sfaservr with a size of about 300 megabytes, and one for the log named sfalog with a size of about 200 megabytes. Then create a database called sfaservr that uses these 2 devices. SQL Server 7.0 Open SQL Server Enterprise Manager and expand the SQL Server Group. Choose the server you would like to keep your database and also expand this option. Right click on database and choose New Database. Name your database sfaservr (in the name field) and in the initialize size field type 300, which assigns 300 megabytes. Click on the transaction log tab at the top, and assign 200 megabytes in the initialize size field. Set the database to automatically start when the server is started. Sybase SQL Anywhere Start SQL Anywhere Service Manager, click New, then select Network Server. Set the Service Name as "sfaservr". Click automatic startup. Enter parameters as "-C 50M XXXXXXXX", where XXXXXXXX is the full path name of the database file. ie, C:\RESELLER\SFASERVR.DB. Click OK then click Start. SQL Server 6.5 Use SQL Enterprise Manager and right click on the name of the server, then click Configure. From the server configuration/options dialog, click on ‘autostart server at boot time’ check box. Go Back Install Reseller Advantage Software on the Server Machine If your server is a Windows-based Server, you can install the software on the server, if not the software can be installed on a Windows 95/NT client workstation. Put the Reseller Advantage CD in your CD ROM drive. If autoplay is supported the install will start automatically. If not, run "Setup30.exe" from the CD. Follow the on-screen prompts. Please note: If you receive an error message that certain files cannot be accessed, just click ‘ignore’ to continue with the installation. Windows NT may have these files opened and in use. If you receive the message ‘file already exists’, click Do Not Replace. If you have problems running Reseller Advantage you can re-install and reply replace. All replaced files are backed up with file extensions of B00. If you installed the software on a client machine, then the DBMS client software may need to be installed. Refer to your DBMS client installation documentation. Usually if you are running from the server where you installed the DBMS then you do not need to install any additional client software, check your DBMS documentation. An ODBC data source named "SFASERVR" must be added to each machine running Reseller Advantage. This will allow access to the newly created server database. This can be done by running the 32 bit ODBC Administrator from the Control Panel. See below for sample ODBC entries for Sybase SQL Anywhere and for Microsoft SQL Server. Make sure for Microsoft SQL Server that the Generate Stored Procedure for Prepared Statement is not checked and the default database name is set to sfaservr. For Microsoft SQL Server if you are on your NT Server YOURSERVERNAME should be set to local otherwise it is the name of the computer that SQL Server was installed on. If you use a trusted connection or NT Authentication then you must ensure that you map the NT login ID or group to a SQL Server login ID and that the Alias is set to the SQL Server user ID that was initially used when you created the Reseller Advantage Server tables. Start up Reseller by selecting Start>Programs>Reseller Advantage>Reseller. Go Back Software Setup From this Reseller Logon screen, double-click on the Reseller Advantage logo (not the 'Enter' button) to initialize Reseller's database.         Enter "GUEST" as the password. The Database Sign-on Maintenance box opens. The server data source defaults to "sfaservr". The local data source defaults to "sfalocal". Unless you created your own data sources then these should be left alone. Enter the database sign-on id and password for both the server and local databases. For Sybase SQL Anywhere, the default Administration ID is DBA, the default password is SQL and the default date format is YMD. If you have created a different ID and password or have a different date configuration enter them here. For SQL Server 6.5, the default Administration ID is SA, the default password is left blank and the default date format is MDY. If you have created a different ID and password or have a different date configuration enter them here. Under the Server Database click the Create Tables button. Reseller will now create and initialize the tables in your database. This will take approximately 5 - 10 minutes. Then a message will be displayed "Table Creation Complete" Create a Super User. This should be your System Administrator since this person receives the maximum Reseller Access Rights. Enter an ID and Password as well as the administrators first and last name. Click Create Super User. Reseller creates a contact using the administrator's first and last name. This contact has been given all the Reseller Access Rights. A message is displayed, "Super User Created". Click OK. NOTE - You will NOT perform these two steps again. They DO NOT need to be performed for each user or for each machine! From Reseller's Logon screen, enter the Super User's ID and Password and click Enter. Reseller is now up and running on your server. The next steps are to configure the system, Setup Reports, Add Users and then Install Reseller on each client machine. Go Back Installing the Reseller Advantage License Manager In order to activate Reseller Advantage you must install the License Manager by running License.exe from the CD. This will activate Reseller Advantage for the number of users purchased. If you require additional users just contact your sales rep and we can send you a new License Manager for the additional users. Go Back Customizing Reseller Advantage ListBox Items List box short names are stored in the database where the list box long names are displayed in the on screen list box. Log in as the super-user, if you aren’t already. From the main reseller screen, go to the top menu bar and select File>Administration>ListBox Items. Go Back Adding Branches Under Tables on the left, select Branches. Current Tables on the right, modify existing Branches as follows: Short Name- 01 / Long Name- Main Branch, click into this Long Name box and enter the name of your Main Branch. Short Name- 02 / Long Name- Secondary Branch, click into this Long Name box and enter the name of your Secondary Branch. If more Branches are required, click new and enter a Short and Long Name. Each Branch needs to have an address entered in the Account Processing Screen for the Our Account. The Short Name must be a number that will correspond to that address found on the Account Processing Screen of Our Account. For example if your company's Main Branch address is 10 Shell Lane, then this needs to be the first (01 Short Name) address entered for Your Company. If your Secondary Branch's address is 14 Beech Street, then this needs to be the second (02 Short Name) address entered for Your Company. Each Branch's Short Name will be the number of the corresponding address entered for your account. Continue until all Branches have been added. Go Back Adding Delivery Methods Under Tables on the left, select DeliveryMethods. Current Tables on the right, modify existing Delivery Methods as follows: Type over the Short Name-and enter up 8 alphanumeric characters Type over the Long Name and enter up to 25 alphanumeric character. Current Tables on the right, Add new Delivery Methods as follows: Click the 'New' button at the bottom of the dialog. Type in a new Short Name-such that the short name is up 8 alphanumeric characters Type in a new Long Name-such that the long name is up to 25 alphanumeric character. Follow the above procedure to make changes to any of the list box tables. Please Note: The payment methods list box short name must start with a C or P. If a C then the credit card and expiration date must be entered. If a P then the PO # must be entered. Go Back System Settings Log in as the super-user, if you aren’t already. From the main reseller screen, go to the top menu bar and select File>Administration>System Settings. Next to the ‘Our Account’ box, click the ‘Assign Button’. The ‘Find Account’ dialog is now displayed. Click the ‘Quick Add’ button, and add your company as an account by filling in all fields, setting the address type as ‘Business’. Then click ‘OK’. You should now be back at the ‘System Settings’ screen, and the ‘Our Account’ box should have the name of your company. Under ‘Accounting System Information’, choose which format Reseller should use to export Sales Orders and Purchase Orders. If your accounting system doesn’t appear in the list, choose generic. Enter account names or numbers from your accounting system for each of the fields listed. If you will not be exporting Sales Orders, you may leave them as they are. You may change the default max and min commission uplifts, the protect ship-to and bill-to addresses or the system wide format limit. Please see help for more information. Under IMDSI Information – If you will be using real-time price and availability for Ingram Micro, enter the values for each of the fields. Contact Ingram Micro for the values you need. Click the ‘OK’ button at the bottom of the ‘System Settings’ dialog. Go Back User Preferences Each Reseller User can set their own user preferences. From the main Reseller screen, select File>User Preferences. Here defaults are set that apply only to that user. These defaults will make the user more efficient by reducing the number of selections to make in the quoting/sales order process. Note that these settings are defaults, but do not have to be used. (i.e. if the user’s default ship-via is UPS Blue Label, they may still use any ship-via they want, they are not forced to use the one selected.) Go Back Report Layouts Sample report formats are located in a DOTS directory located off the Reseller Advantage install directory. These formats are added as attachments to a specific attachment type based of the format of the report. Please refer to Reseller's help on how to create report templates in Microsoft Word. Supplied Sample Report files and their Attachment Types File Name Attachment Type Short Name GenAcctList.dot Account Lists ACCTLIST GenAcctPg.dot Account Reports ACCTRPTS genattchlist.dot Attachment Lists ATCHLIST gencontlist.dot Contact Lists CONTLIST gencosts.dot Quote Reports QUOTRPTS genDealList.dot Deal Lists DEALLIST GenDealRept.dot Deal Reports DEALRPTS GenMemeo.dot Contact Reports CONTRPTS genOrderList.dot Order Lists ORDRLIST genOrdrRept.dot Order Reports ORDRRPTS genprodlist.dot Product Lists PRODLIST genquoteavail.dot Quote Reports QUOTRPTS genquotegroup.dot Quote Reports QUOTRPTS genquotenoavail.dot Quote Reports QUOTRPTS polist.dot Purchase Order Lists POLIST popage.dot Purchase Order Reports PORPTS popage1.dot Purchase Order Reports PORPTS Go Back Adding Users To add a Reseller Advantage user, first add the person as a contact – refer to Reseller Help for adding a contact. To use Reseller help click ‘Help’ from the menu bar on top of the main reseller screen. After the contact has been added, add the contact as a User. Refer to Reseller System Administration Help (from the help menu, click ‘System Administration Help’) on adding users. Go Back Install Reseller Advantage on Client Machines If your client machines will be accessing their own local databases, further setup is required – refer to Replication Setup for Sybase SQL Anywhere before proceeding with this step. You can install Reseller Advantage on client machines using the Reseller Advantage CD. Just follow the on-screen prompts. Or, if the client machine is connected to the network and has access to the network drive where the "SetupXX.exe as been copied, then you can install directly from the network by running "SetupXX.exe" and following the on-screen prompts. After Reseller Advantage is installed you will need to install your DBMS Client Software, check your DBMS Documentation. After the DBMS client software is installed you must add an ODBC data source named "SFASERVR" that will allow you access to the Reseller server database. This can be done by running the 32 bit ODBC Administrator from the Control Panel. Sample ODBC entries for Sybase SQL Anywhere and for Microsoft SQL Server can be found in the Server Install section of this document. Start up Reseller by selecting Start>Programs>Reseller Advantage>Reseller and then follow steps 1 through 3 in the software setup section above. Do not create tables or super user. These steps set the database sign-on ID, Password and date format for the RDBMS you have installed. Give this user their specific sign-on ID and password. They are now ready to use Reseller Advantage. Please Note: If your client machines are running Windows95 and you are using SQL Server 6.5 as your DBMS, you may experience very slow performance.  If this happens, it may mean your client machine is communicating with SQL Server with 'Named Pipes' protocol instead of TCP/IP.  With newer ODBC drivers you can specify the network library within the 'Client Configuration' of your ODBC setup.  Go Back Installing the Purchasing Module on Client Machines For each purchasing user you must install the Purchasing Module. You can install the Purchasing Module on client machines using the Reseller Advantage CD by running "Setup.exe" from the \PURCH directory and following the on-screen prompts, Or if the client machine is connected to the network and has access to the network drive where the \PURCH directory has been copied, then you can install directly from the network by running " Setup.exe" from the \PURCH directory and following the on-screen prompts. Please Note:   Make sure when asked for the location to put the files you enter the initial Reseller Advantage Install directory. Go Back Installing Reseller on the Web You must install Reseller on the Web onto an Internet accessible machine that is running IIS 3.0 or later with Active server pages installed. Using the Reseller Advantage CD run "Setup.exe" from the \WEB directory and following the on-screen prompts. Create a sub-directory under the Reseller Advantage Install directory called ‘\WEB'. Unzip the file web_24.zip located in the \WEB directory on the CD into this new web directory. Make sure you use the -d option so that the sub directory structure is created. Using the IIS Manager create an application and point it to this new 'web' directory. Make sure you give it execute privileges. Using Reseller Advantage create a guest user with an ID of GUEST and a Password of GUEST. The framework web site automatically logs users in as a guest user. Please Note:   Make sure when asked for the location to put the files you enter the initial Reseller Advantage Go Back Replication Setup for Sybase SQL Anywhere Server Setup From SQL Central start ISQL for your server database. Click file open and locate publications.sql which is in a sub directory called SQL off of your Reseller install directory. Click open and then click execute. This will add the reseller publication to your database. From SQL Central add a new user called local, give them remote DBA authority and set them as the database publisher. From SQL Central> SQL Remote> Message Types set your server databases message type. From SQL Central>SQL Remote>Remote Users add as many remote users as required and extract their database. Set the SQLREMOTE Environment variable to point to the correct location. Go Back Client Setup For each client machine move their extracted database to their client machine and set the SQLREMOTE variable in the autoexec.bat file and local database ODBC settings. For each client machine, start up Reseller (from the Start menu, Programs>Reseller Advantage>Reseller). Double-click on the logo, and follow the same procedure for setting the Database sign-on and password as you did previously. Do not do the ‘Create Tables’ or ‘Create Super User’ steps again. Go Back Importing Distributor's Products The first step is to add the distributor's access id's and passwords. From the Main Reseller screen, click the Contacts tab and search for your contact record, Enter your first and last name and click the search button. Highlight your contact record and click Edit. From the External Systems tab click new, select an External System name by clicking in the name field, then enter that distributor's access id and password. Do this for each of your distributors that you will be importing products from then save the contact using the File>Save menu item, or close the dialog and select yes when asked to save the changes. From the Main Reseller screen, click the Accounts tab. Distributors Ingram Micro, Tech Data and MicroAge are automatically added as distributor accounts during the install. Add any additional distributors as Reseller accounts by clicking New. The Account Processing screen opens, enter the account's name. Set the Account type as "Distributor". Under Account Provides, click "Distribution". Then save the account. Do this for each distributor. Since the list of manufacturers and distributors is retrieved when you log on to Reseller you must exit the system and re-logon for this account to show in the manufacturer and/or distributor lists. From the Main Reseller Screen, click the Products tab. Click the Import button. The Product Import box opens, displaying all your distributors. Double-click on each distributor one at a time to verify/enter their specific import details. Only Ingram should require changes since the FTP location uses your company name, change YOURCOMPNAME in the host price file entry field to the name given to you by Ingram. Verify/Enter each distributor's specific file specifications as listed below. Please note: The local file paths are the suggested locations for these temporary files. If your temporary files are located someplace else, enter your location instead. On the Product Import Details screen, keep Run Import as Manually because you will need to run each of the distributor's product imports manually the first time. After you have successfully imported products for each distributor manually, you may then set your subsequent imports to run automatically. Refer to step 9 for details on setting up Reseller for automatic product imports. You will be asked for a serial # and key code in order to use the FTP OCX which downloads the Ingram and MicroAge files. Enter the serial number and key code provided with Reseller Advantage. You can purchase additional runtime license from DISTINCT CORPORATION who can be reached at (408) 366-8933. You must run the initial manual product imports in the order the distributors are listed below, Tech Data, Ingram, Micro Age and then Merisel. From the Product Import Screen, select Download New File, select a distributor and click Run Update. You can select multiple distributors, but for this initial import select one at a time. Please note: If you currently are using Ingram's price and availability files you will need to request a full file before running their initial load. Also please ensure that the Ingram file layout adheres to the required Reseller Advantage Ingram file layout. You can see the progress of the import from the progress bar. If the File Download dialog or GETPROD command window is open the system is downloading files. Each initial download/import will take approximately 2 hours for each distributor. A message is displayed after each distributor's product import is successfully completed. Reseller will make 10 attempts to complete the import. You may view the status of each import by clicking the History button. After the initial import is completed successfully, you can set Run Import to Auto for each distributor whose import you wish to run automatically. Located in the Reseller install directory is a file called "prodload.bat". You will need a 3rd party software package that can launch programs at specified times, i.e. Automate. Instruct your scheduling software to launch "prodload.bat" at whatever time you wish, and the import will run for those distributors you specified as Auto. Please Note: If you are using Microsoft SQL Server 6.5, periodically during the initial product import, every 25-30%, you must rebuild (ALL) the items and distpart table indexes and after each of the initial distributor imports you must dump the transaction log and then recreate all the indexes for the items and distpart tables. This can be done from the SQL Enterprise Manager. The update of the distributor products can be run from a client computer. However, for performance reasons we recommend running the update from an NT server, if you are using one. The product load/update utilizes mapping files located in the Reseller Install directory. These files maintain the mapping between products, their categories, and their manufacturers. Maintenance of these mapping files must be done on the same machine that the product load is run on. In order to keep you products categorized properly make sure you map new categories when they are added via the product load. Change the Merisel file Unzip procedure. Merisel has a download file that can only be unzipped by Winzip32. You need to purchase a copy of Winzip32 and install it in order to extract the price file. Once Winzip32 is installed you need to change the Sfaunzip.bat file, located in the Merisel temporary directory, to the following: erase %1 WINZIP INSTALL DIRECTORY\winzip32 -e %2 %4\%3 %4 dir > %1 Contact Merisel if you want them to put this file in a regular Pkunzip format. Go Back Distributor’s File Specifications Tech Data You need: ID and Password to Tech Data’s website: www.techdata.com Contact Info: Call (800)-222-7926 Host: Local: URL: getprod Path: c:\temp\td Price File: prodcod.zip Price File: prodcod.zip Hierarchy File: LEAVE BLANK Hierarchy File: LEAVE BLANK Availability File: LEAVE BLANK Availability File: LEAVE BLANK File Format: Tech Data Schedule>Run Import: Manual Go Back Ingram Micro You need: ID and Password to Ingram’s website: www.ingrammicro.com Access to Ingram’s Online Pricing and Availability Contact: Contact Info NOTE - when you contact Ingram for the price and availability files, they will probably send you a form to fill out that specifies which file format you want. Make sure you review ResellerAdvantage's requirements for Ingram File Layouts. Host: Local: URL: ftpsecure.ingrammicro.com Path: c:\temp\ig Price File: fusion\us\(Contact Ingram)\price.zip Price File: price.zip Hierarchy File: fusion\us\newcats\newcats.txt Hierarchy File: newcats.txt Availability File: fusion\us\avail\total.zip Availability File: total.zip File Format: Ingram Schedule>Run Import: Manual Go Back Pinacor You need: ID and Password to Pinacors website: www.pinacor.com Ability to create a Pinacor Catalog via their web site. Contact Info: (800)-246-6340 Host: Local: URL: ftp.ecatalog.pinacor.com Path: c:\temp\ma Price File: Q999FULL.zip Price File: Q999FULL.zip Hierarchy File: download/pincats.txt Hierarchy File: pincats.txt Availability File: LEAVE BLANK Availability File: LEAVE BLANK File Format: Pinacor Schedule>Run Import: Manual Go Back   Merisel You need: ID and Password to Merisel price files. Contact Info: (310)-535-4073 Contact Merisel for specific URL and price file specifications that need to be entered in Merisel’s Product Import details box. Host: Local: URL: 157.240.150.30 Path: c:\temp\mc Price File: YOURACCT#.Z Price File: YOURACCT#.Z Hierarchy File: download/classcd.csv Hierarchy File: classcd.csv Availability File: invful.zip Availability File: invful.zip File Format: Merisel Schedule>Run Import: Manual Go Back Importing Generic Products The first step in importing generic products is to setup the new account as a Distributor and Manufacturer by adding this account and selecting both the manufacturer and distributor check boxes in the account provides area. Since the list of manufacturers and distributors is retrieved when you log on to reseller you must exit the system and re-logon for this company to show in the manufacturer and distributor lists. Then in the product import dialog list box double click on this company and set the parameters shown below. Click OK and from the product import dialog click use existing file radio button and then click the run update button. Please note that the price file must be named generic.txt and must be located in the local path directory. Go Back Generic Import File Layout Each Field should be separated by a comma and character fields should have double quotes around them. Field Name Format Action 1 Character Leave Blank Manufacturer Name 40 Characters Manufacturer Part Number 20 Characters Manufacturer Price 15,2 Numeric Distributor Name 40 Characters Distributor Part Number 20 Characters Distributor Price 15,2 Numeric Distributor Price Flag 1 Character Leave Blank Quantity in Stock 9 Numeric Part Type 8 Characters (BUY, MAKE, SERVICE) Part Description 80 Characters Category1 Name 40 Characters Category2 Name 40 Characters Category3 Name 40 Characters Category4 Name 40 Characters Category Code 8 Characters The import and update is performed as follows: The distributor part number is searched for in the distributor part table using the distributor part number and the distributor name. If the distributor part is found then the system checks to see if the price, number available or the description has changed and if so the distributor part record is updated. If the distributor part is not found then the manufacturer part number is searched for in the products table using the manufacturer part number and the manufacturer name. If the manufacturer part is not found then a new manufacturer part record is inserted into manufacturer part table and a new distributor record is inserted into the distributor part table. If the manufacturer part is found then a new distributor part is inserted into the distributor part table When a product is added the manufacturer id and distributor id are needed for there respective product records. To find these the manufacturer and distributor names are used to locate the manufacturer and distributor on the reseller system. If they are not found a new account record is created for them. So if they already exist in the reseller database make sure the name is exactly the same as the one in the database. The category code is used to map different product hierarchies to the reseller product hierarchy. The code is matched against a table and if found the mapped code is used. If it is not found then the category names are used to find the location in the product hierarchy. If the name is not found it is added to the product hierarchy and the products are then associated with it. Go Back Importing Accounts The Account import file is a comma delimited file and the 1st line of this file must contain !HDR. The Account import functionality can be access from the Accounts folder using the import/export button. It will ask for an input file and gives you the option to add duplicates, Replace if Duplicate found, or Ignore if duplicate found. A progress dialog shows you the status of the Import and log is displayed after the import completes. If Replace if Duplicate is checked the existing accounts current addresses are deleted and replaced with the new imported addresses. If more than 1 duplicate is found and "Replace if Duplicate " is checked an error is written to the status log and the update does not occur. If the key contact does not exist they are added to the database and set as the account's key contact. The Default_Bill_To and Default_Ship_To fields are set to the number of the address (1-4) that is the Default Billing or Default Shipping address. Please note that the acct_customer_num field should be filled in with the customer id from your accounting system. This is used to link the Reseller account to the accounting system customer. Go Back Account Import File Layout Name Description Len Default account_type Type of Account - CUSTOMER, PROSPECT, SUSPECT 8 PROSPECT person_or_company Is the account an individual or company ‘C’ or ‘P’ 1 C account_name Name of Account 40   price_level Pricing Profile Name 25   tax_code Name of tax code that relates to a percent 8 TX0 mktg_area Number of Marketing area this person is in 8   acct_customer_num Number from your accounting system 20   sic_code Name designating business area 25   source_code Where lead came from 25   status Active or Dormant 8 ACTIVE candidate_for What the account is in the market for 25   use_as_ref If this account can be used as a reference. (Y/N) 1 N manufacturer Is this account a Manufacturer (Y/N) 1 N distributor Is this account a distributor (Y/N) 1 N Web Home Page Address of their Web Page 80   Owner ID ID of the Owning sales rep 8   Key Contact Name Name of the Key Contact. (Salutation First, Last) 30   Association Type Type of Company Association (BILLING, PARENT) 8   Associated Company Name of associated company 40   Num Employees Number of Employees 8   User1 User Field 1 8   User2 User Field 2 8   User3 User Field 3 8   User4 User Field 4 8   User5 User Field 5 8   User6 User Field 6 8   User7 User Field 7 8   User8 User Field 8 8   User9 User Field 9 8   User10 User Field 10 8   User11 User Field 11 8   User12 User Field 12 8   User13 User Field 13 8   User14 User Field 14 8   User15 User Field 15 8   Phone Number Main Phone Number 15   Phone Country Code Main Phone Number Country code 5   Fax Number Main Fax Number 15   Fax Country Code Main Fax Number Country code 5   Default_Bill_To Address Number that is the default bill to address (1-4) 1   Default_Ship_To Address Number that is the default ship to address (1-4) 1   Addr1_type Short name of address type as defined in address types. Initial preloaded options are BILLTO, SHIPPING, LOCATION, INVOICE and MAILING. 8   Addr1_line1 Address 1 line 1 30   Addr1_line2 Address 1 line 2 30   Addr1_line3 Address 1 line 3 30   Addr1_City Address 1 City 20   Addr1_State Address 1 State 2   Addr1_Zip Address 1 Zip 10   Addr1_Country Address 1 Country 20   Addr1_attention_to Address 1 Attention to 15   Addr1_Instructions Address 1 Special Instructions 80   Addr2 _type Short name of address type as defined in address types Initial preloaded options are BILLTO, SHIPPING, LOCATION, INVOICE and MAILING. 8   Addr2_line1 Address 2 line 1 30   Addr2_line2 Address 2 line 2 30   Addr2_line3 Address 2 line 3 30   Addr2_City Address 2 City 20   Addr2_State Address 2 State 2   Addr2_Zip Address 2 Zip 10   Addr2_Country Address 2 Country 20   Addr2_attention_to Address 2 Attention to 15   Addr2_Instructions Address 2 Special Instructions 80   Addr3 _type Short name of address type as defined in address types Initial preloaded options are BILLTO, SHIPPING, LOCATION, INVOICE and MAILING. 8   Addr3_line1 Address 3 line 1 30   Addr3_line2 Address 3 line 2 30   Addr3_line3 Address 3 line 3 30   Addr3_City Address 3 City 20   Addr3_State Address 3 State 2   Addr3_Zip Address 3 Zip 10   Addr3_Country Address 3 Country 20   Addr3_attention_to Address 3 Attention to 15   Addr3_Instructions Address 3 Special Instructions 80   Addr4_type Short name of address type as defined in address types Initial preloaded options are BILLTO, SHIPPING, LOCATION, INVOICE and MAILING. 8   Addr4_line1 Address 4 line 1 30   Addr4_line2 Address 4 line 2 30   Addr4_line3 Address 4 line 3 30   Addr4_City Address 4 City 20   Addr4_State Address 4 State 2   Addr4_Zip Address 4 Zip 10   Addr4_Country Address 4 Country 20   Addr4_attention_to Address 4 Attention to 15   Addr4_Instructions Address 4 Special Instructions 80   Go Back Additional Address Records To allow for importing unlimited addresses you can have as many of these address records following the associated account record. Name Description Len Default Record Identifier Constant that denotes an Address Record 8 !ADDRESS Default_Bill_To Address Number that is the default bill to address (1) 1   Default_Ship_To Address Number that is the default ship to address (1) 1   Addr_type Short name of address type as defined in address types Initial preloaded options are BILLTO, SHIPPING, LOCATION, INVOICE and MAILING. 8   Addr_line1 Address line 1 30   Addr_line2 Address line 2 30   Addr_line3 Address line 3 30   Addr_City Address City 20   Addr_State Address State 2   Addr_Zip Address Zip 10   Addr_Country Address Country 20   Addr_attention_to Address Attention to 15   Addr_Instructions Address Special Instructions 80   Go Back Importing Contacts Contacts can be imported from an ACT 3.0 or later Database or from a comma delimited file. If the Contact import file is a comma delimited file then the 1st line of this file must contain !HDR. The Contact import functionality can be access from the Contacts folder using the import/export button. It will ask for an input file and gives you the option to add duplicates, Replace if Duplicate found, or Ignore if duplicate found. A progress dialog shows you the status of the Import and log is displayed after the import completes. If Replace if Duplicate is checked the existing Contacts current addresses are deleted and replaced with the new imported addresses. If more than 1 duplicate is found and "Replace if Duplicate " is checked an error is written to the status log and the update does not occur. If the Contact's Account does not exist they are added to the database and set as the Contact's Account. The account name is used to see if it exists so make sure the spelling of the account names is consistent. The Default_Address field is set to the number of the address (1-4) that is the default address. If the salutation, first and last name fields are blank and the nickname is not blank then the nickname fields is considered as a full name and the salutation, first and last name are derived from this field and the nickname is set to blank. Please note: If a DBF file is selected as the import file Reseller assumes the file is an ACT 3.0 or later database and allows you to search the ACT database for specific contacts that you would like to import. Go Back Contact Import File Layout Name Description Len Default Contact_type Type of Contact - CUSTOMER, PROSPECT, SUSPECT 8 PROSPECT Last_name Contacts Last Name 20   First_name Contacts First Name 20   Nickname Contacts Nickname 20   Salutation Salutation 8   Account Name Name of the account the contact works for 40   Title Contacts Title 8   Department Contacts Department 8   Secretary Contacts Assistant 20   Acct Customer Num Number from your Accounting system 20   Mktng Area Number of Marketing area this person is in 8   Source Where lead came from 25   status Active or Dormant 8 ACTIVE use_as_ref If this Contact can be used as a reference. (Y/N) 1 N iscustomer Is this Contact also an Account (Y/N) 1 N Phone Number Business Phone Number 15   Phone Country Code Business Phone Number Country code 5   Home Number Home Phone Number 15   Home Country Code Home Phone Number Country code 5   Cellular Number Cellular Phone Number 15   Cellular Cntry Code Cellular Phone Number Country code 5   Beeper Number Beeper Phone Number 15   Beeper Cntry Code Beeper Phone Number Country code 5   Home Fax Number Home Fax Phone Number 15   Home Fax Ctry Cde Home Fax Phone Number Country code 5   Fax Number Business Fax Number 15   Fax Country Code Business Fax Number Country code 5   E-Mail ID Contact's Mail E-Mail ID 80   Owner ID ID Of Sale Rep who owns the Contact     Default_Address Address Number that is the default address (1-4) 1   Addr1_type Short name of address type as defined in address types. Initial preloaded options are BILLTO, SHIPPING, LOCATION, INVOICE and MAILING. 8   Addr1_line1 Address 1 line 1 30   Addr1_line2 Address 1 line 2 30   Addr1_line3 Address 1 line 3 30   Addr1_City Address 1 City 20   Addr1_State Address 1 State 2   Addr1_Zip Address 1 Zip 10   Addr1_Country Address 1 Country 20   Addr1_attention_to Address 1 Attention to 15   Addr1_Instructions Address 1 Special Instructions 80   Addr2 _type Short name of address type as defined in address types Initial preloaded options are BILLTO, SHIPPING, LOCATION, INVOICE and MAILING. 8   Addr2_line1 Address 2 line 1 30   Addr2_line2 Address 2 line 2 30   Addr2_line3 Address 2 line 3 30   Addr2_City Address 2 City 20   Addr2_State Address 2 State 2   Addr2_Zip Address 2 Zip 10   Addr2_Country Address 2 Country 20   Addr2_attention_to Address 2 Attention to 15   Addr2_Instructions Address 2 Special Instructions 80   Addr3 _type Short name of address type as defined in address types Initial preloaded options are BILLTO, SHIPPING, LOCATION, INVOICE and MAILING. 8   Addr3_line1 Address 3 line 1 30   Addr3_line2 Address 3 line 2 30   Addr3_line3 Address 3 line 3 30   Addr3_City Address 3 City 20   Addr3_State Address 3 State 2   Addr3_Zip Address 3 Zip 10   Addr3_Country Address 3 Country 20   Addr3_attention_to Address 3 Attention to 15   Addr3_Instructions Address 3 Special Instructions 80   Addr4_type Short name of address type as defined in address types Initial preloaded options are BILLTO, SHIPPING, LOCATION, INVOICE and MAILING. 8   Addr4_line1 Address 4 line 1 30   Addr4_line2 Address 4 line 2 30   Addr4_line3 Address 4 line 3 30   Addr4_City Address 4 City 20   Addr4_State Address 4 State 2   Addr4_Zip Address 4 Zip 10   Addr4_Country Address 4 Country 20   Addr4_attention_to Address 4 Attention to 15   Addr4_Instructions Address 4 Special Instructions 80   Go Back Additional Address Records To allow for importing unlimited addresses you can have as many of these address records following the associated Contact record. Name Description Len Default Record Identifier Constant that denotes an Address Record 8 !ADDRESS Default_Address Address Number that is the default address (1) 1   Addr_type Short name of address type as defined in address types Initial preloaded options are BILLTO, SHIPPING, LOCATION, INVOICE and MAILING. 8   Addr_line1 Address line 1 30   Addr_line2 Address line 2 30   Addr_line3 Address line 3 30   Addr_City Address City 20   Addr_State Address State 2   Addr_Zip Address Zip 10   Addr_Country Address Country 20   Addr_attention_to Address Attention to 15   Addr_Instructions Address Special Instructions 80   Go Back Sales Order Generic Export Format Each field is tab delimited and the first 3 records of the file contain the field names for the header 1 2 and 3 records followed by an !ENDTRNS Record that denotes the end of the description fields. The Number of Line Items field determines how many header 2 records their will followed by multiple header 3 comment records. An ENDTRNS record follows all the header 2 and 3 records and denotes the end of the header 2 and 3 transactions. Header 1 Record Format Field Name Description Format Record Type Tells that this is a transaction TRNS Record Identifier Determines the format of the transaction HDR1 Date Exported The date the record was exported mm/dd/yyyy Sales Order # The Reseller Sales Order Number USERID########## up to 18 alphanumeric characters Account Name The name of the sales order account up to 50 alphanumeric characters Account # SO Acct's - Accounting System Account # up to 20 alphanumeric characters Acct Addr Line 1 SO Account Default Address Line 1 up to 35 alphanumeric characters Acct Addr Line 2 SO Account Default Address Line 2 up to 35 alphanumeric characters Acct Addr Line 3 SO Account Default Address Line 3 up to 35 alphanumeric characters Acct Addr City SO Account Default Address City up to 20 alphanumeric characters Acct Addr State SO Account Default Address State up to 2 alphanumeric characters Acct Addr Zip SO Account Default Address Zip up to 10 alphanumeric characters Bill-to Acct Name SO Bill-to account Name up to 50 alphanumeric characters Bill-to Addr Line 1 SO Bill-to Addr Line 1 up to 35 alphanumeric characters Bill-to Addr Line 2 SO Bill-to Addr Line 2 up to 35 alphanumeric characters Bill-to Addr Line 3 SO Bill-to Addr Line 3 up to 35 alphanumeric characters Bill-to Addr City SO Bill-to Addr City up to 20 alphanumeric characters Bill-to Addr State SO Bill-to Addr State up to 2 alphanumeric characters Bill-to Addr Zip SO Bill-to Addr Zip up to 10 alphanumeric characters Ordered-By Ordered By Contact Name up to 30 alphanumeric characters Ordered-By Phone # Ordered By Contact's Phone # up to 20 alphanumeric characters Payment Method The type of payment method up to 25 alphanumeric characters (i.e. Purchase Order) PO Number The customers PO # (if Type PO) up to 20 alphanumeric characters Credit Card # The customers CC # (if Type CC) up to 20 alphanumeric characters Credit Card Exp Date The customers CC exp date (if Type CC) up to 6 alphanumeric characters Bill-To Additional 1 Additional Bill-to Info Field1 up to 25 alphanumeric characters Bill-To Additional 2 Additional Bill-to Info Field2 up to 25 alphanumeric characters Bill-To Additional 3 Additional Bill-to Info Field3 up to 25 alphanumeric characters Bill-To Additional 4 Additional Bill-to Info Field4 up to 25 alphanumeric characters Bill-To Additional 5 Additional Bill-to Info Field5 up to 25 alphanumeric characters Bill-To Additional 6 Additional Bill-to Info Field6 up to 25 alphanumeric characters Bill-To Additional 7 Additional Bill-to Info Field7 up to 25 alphanumeric characters Ship-to Addr Line 1 SO Ship -to Addr Line 1 up to 35 alphanumeric characters Ship -to Addr Line 2 SO Ship -to Addr Line 2 up to 35 alphanumeric characters Ship -to Addr Line 3 SO Ship -to Addr Line 3 up to 35 alphanumeric characters Ship -to Addr City SO Ship -to Addr City up to 20 alphanumeric characters Ship -to Addr State SO Ship -to Addr State up to 2 alphanumeric characters Ship -to Addr Zip SO Ship -to Addr Zip up to 10 alphanumeric characters Ship Attention to Attention to Contact's Name up to 20 alphanumeric characters Attention to Phone # Attention to Contact's Phone # up to 20 alphanumeric characters Shipping Cost Cost to ship products Decimal 15,2 Shipping Date Expected Shipping Date mm/dd/yyyy Partial Ship Flag Can orders be split u for shipment T or F Ship-To Branch Branch the Regular ship items will go to up to 25 alphanumeric characters BO Shipping Method Shipping Method for BO Products up to 25 alphanumeric characters Ship-To Additional 1 Additional Ship-to Info Field1 up to 25 alphanumeric characters Ship-To Additional 2 Additional Ship-to Info Field2 up to 25 alphanumeric characters Ship-To Additional 3 Additional Ship-to Info Field3 up to 25 alphanumeric characters Ship-To Additional 4 Additional Ship-to Info Field4 up to 25 alphanumeric characters Ship-To Additional 5 Additional Ship-to Info Field5 up to 25 alphanumeric characters Ship-To Additional 6 Additional Ship-to Info Field6 up to 25 alphanumeric characters Ship-To Additional 7 Additional Ship-to Info Field7 up to 25 alphanumeric characters Total Cost Total Cost of all the products Decimal 15,2 Total Price Total Price Account will Pay Decimal 15,2 Total Profit Total Profit. (Price - Cost) Decimal 15,2 Total Points Average Uplift for SO Decimal 15,2 Sales Tax % Sales Tax percent for the SO Decimal 15,2 Sales Tax Code Sales Tax Code for the SO up to 8 alphanumeric characters Sales Tax $ Sales Tax for the SO Decimal 15,2 Created By ID of the sales rep who created the SO up to 8 alphanumeric characters Commission ID1 ID of sales rep1 up to 8 alphanumeric characters ID1 Commission % Percent of Commission for Sales Rep1 Decimal 15,2 Commission ID2 ID of sales rep2 up to 8 alphanumeric characters ID2 Commission % Percent of Commission for Sales Rep2 Decimal 15,2 Commission ID3 ID of sales rep3 up to 8 alphanumeric characters ID3 Commission % Percent of Commission for Sales Rep3 Decimal 15,2 Number of Line Items Total number of HDR2 records Integer Shipping Instructions Any Special Shipping Instructions up to 255 alphanumeric characters Go Back Header 2 Record Format Field Name Description Format Record Type Tells that this is a transaction TRNS Record Identifier Determines the format of the transaction HDR2 Product Seq # A unique product sequence number Integer Manufacturer Name The Name of the Manufacturer of the product up to 50 alphanumeric characters Manufacturer Part # The Manufacturer Part Number up to 20 alphanumeric characters Distributor Name The Name of the Distributor of the product up to 50 alphanumeric characters Distributor Part # The Distributor Part Number up to 20 alphanumeric characters Product Description Product Description up to 80 alphanumeric characters Order Quantity Order Quantity Integer Ship Type How to Ship and Bill Product. (Regular, Drop Ship) up to 25 alphanumeric characters Shipping Method Shipping Method up to 25 alphanumeric characters Distributor Cost Distributor Cost Decimal 15,2 Customer Price Price to the Customer Decimal 15,2 Uplift Uplift for the item Decimal 5,2 Qty Available Quantity Available from distributor Integer Extended Cost Extended Cost (Qty * Cost) Decimal 15,2 Extended Price Extended Price (Qty * Price) Decimal 15,2 Profit Price - Cost Decimal 15,2 Go Back Header 3 Record Format Field Name Description Format Record Type Tells that this is a transaction TRNS Record Identifier Determines the format of the transaction HDR3 Comment Type Type of Comment (ALERT, General, Profile) up to 25 alphanumeric characters Comment Division Division Comment is for (Computers, Services, etc…) up to 25 alphanumeric characters Public or Private Is the comment Public or Private Only 'PUBLIC' are exported Unused Unused Field N/A Comment Id The ID of the Comment. 'OR' Order Comment up to 2 alphanumeric characters Comment Seq # Unique comment sequence number integer Date Created Date Comment was created date/time Created By ID of user who created the comment up to 8 alphanumeric characters Comment Text Text of the comment up to 2000 alphanumeric characters Go Back Purchase Order Generic Export Format Each field is tab delimited and the first 2 records of the file contain the field names for the header 1 and header 2 records followed by an !ENDTRNS Record that denotes the end of the description fields. The Number Line Items field determines how many header 2 records their will be. An ENDTRNS record follows all the header 2 records that denotes the end of the header 2 transactions. Header 1 Record Format Field Name Description Format Record Type Tells that this is a transaction TRNS Record Identifier Determines the format of the transaction HDR1 Date Exported Date the record was exported mm/dd/yyyy PO Number PO Number USERID########## Bill Customer Name Billing Customer Name up to 50 alphanumeric characters Bill Account Number Billing Account Number up to 20 alphanumeric characters Billing Address 1 Billing Addr Line 1 up to 35 alphanumeric characters Billing Address 2 Billing Addr Line 2 up to 35 alphanumeric characters Billing Address 3 Billing Addr Line 3 up to 35 alphanumeric characters Billing City Billing City up to 20 alphanumeric characters Billing State Billing State up to 2 alphanumeric characters Billing Zip Billing Zip up to 10 alphanumeric characters Ordered By Ordered By Contact Name up to 30 alphanumeric characters Ordered By Phone Ordered By Contact Phone Number up to 20 alphanumeric characters Payment Method Pay Method (PO or CC) up to 25 alphanumeric characters Customer PO Number Used if Pay Method = PO up to 20 alphanumeric characters Cust Credit Card # Used if Pay Method = CC up to 20 alphanumeric characters Credit Card Exp. Date Used if Pay Method = CC up to 6 alphanumeric characters Shipping Address 1 Shipping Addr Line 1 up to 35 alphanumeric characters Shipping Address 2 Shipping Addr Line 2 up to 35 alphanumeric characters Shipping Address 3 Shipping Addr Line 3 up to 35 alphanumeric characters Shipping City Shipping City up to 20 alphanumeric characters Shipping State Shipping State up to 2 alphanumeric characters Shipping Zip Shipping Zip code up to 10 alphanumeric characters Attention To Attention To Contact Name up to 30 alphanumeric characters Attention To Phone Attention To Contact Phone Number up to 20 alphanumeric characters Shipping Cost Cost to Ship Products Decimal 15,2 Shipping Method Ship Method (i.e. UPS blue) up to 25 alphanumeric characters Ship Type REG, REGITT, DROP, DROPITT up to 8 alphanumeric characters Ship Date Expected Shipping Date mm/dd/yyyy Partial Ship Flag Can orders be split for Shipment? True or False Ship To Branch Used if Regular-Ship up to 25 alphanumeric characters Total Cost Total Cost of all Items Decimal 15,2 Total Price Total Price of all items Decimal 15,2 Total Profit Total Price – Total Cost Decimal 15,2 Total Points Average Uplift for PO Decimal 15,2 Sales Tax Code SalesTax Code up to 8 alphanumeric characters Sales Tax % SalesTax Percent Decimal 15,2 Sales Tax $ SalesTax based on Billing Account and Price Decimal 15,2 Creator Sales Rep Id of creator up to 8 alphanumeric characters Number of Items Number of Line Items on the PO Integer Distributor Name Distributor Name up to 50 alphanumeric characters Shipping Instructions Any Special Shipping Instructions up to 255 alphanumeric characters Go Back Header 2 Record Format Field Name Description Format Record Type Tells that this is a transaction TRNS Record Identifier Determines the format of the transaction HDR2 Product Seq # Unique Product Sequence Number Integer Product Description Product Decription up to 50 alphanumeric characters Order Quantity Order Quantity for this item Integer Distributor Cost Distributor Cost Decimal 15,2 Customer Price Customer Price Decimal 15,2 Extended Cost Dist Cost * Order Qty Decimal 15,2 Extended Price Cust Price * Order Qty Decimal 15,2 Manufactuerer Name Manufacturer Name up to 50 alphanumeric characters Mfg. Part Number Mfg. Part Number up to 20 alphanumeric characters Distributor Part Number Dist. Part Number up to 20 alphanumeric characters Uplift Product Uplift Decimal 5,2 Quantity Available Qty Avail from distributor Integer Warehouse Location Item will be shipped from up to 8 alphanumeric characters Go Back Home - Products - Services - Support - Downloads - News - About - Contact Copyright 2003 ResellerAdvantage.com, LLC