The Balance Adjustment Import - Design page provides the means to configure (design) import definitions which are then used with the Balance Adjustment Import - Execute page to bulk adjust customer balances.


TABLE OF CONTENTS


-> Go To: Point Of Sale > CUSTOMERS > Importing > Balance Adjustment Import - Design


Add or Edit a Balance Adjust Import definition

1. Click Add to create a new definition, or select an existing definition from the list window and click Edit to edit.


STEP ONE - BALANCE ADJUSTMENT IMPORT SETTINGS

GENERAL

2. Name your definition by entering an *Import Name. 


IMPORT SOURCE

3. Click Upload Import File to open the Upload window:
3b. Click Choose File to open the file selection window on your computer and select your balance adjustment import file. When your file has been selected, the name of the file will be displayed in the Upload window as shown above (Positive Adjustments.csv).


3c. Click Upload File to complete the upload to your definition.


The *File Name field will now display the name of your uploaded file:


STATUS

4. Status must be set to Active for your import definition to function. Set status to Inactive to disable your definitions.
Inactive definitions will no longer show up in the list window or in search. To locate them in search, click Include Inactive.


5. Click Next Step to move on to Balance Adjustment Field Positions, click Save Settings to save the definition without completing it, or click Cancel to cancel:


STEP TWO - BALANCE ADJUSTMENT FIELD POSITIONS

IMPORT FIELDS

6. Ignore # of Rows is used to remove rows from the import file that do not include data, which are generally header rows. In the example above, there is a single header row in the import file that needs to be removed, requiring a 1 to be entered as the value.
Ignored rows are counted vertically, from the top of the the file downward.


SAMPLE RECORDS

The Sample Records window displays the data columns in your import file, numbered from left to right, and is used to match that data to fields positions in MealTime.
Scroll the window from left to right to see all data columns in your import file.


FIELD POSITION

The Field Position window is used to map the required data columns from your import file, as displayed in the Sample Records window, to Field Names in MealTime.


Field Names are displayed on the left. To the right, the Import Column dropdown menu is used to select the matching data column in the import file.


7. Click the Import Column dropdown menu to the right of the data field you want to map and select the number that matches the same data column in the Sample Records window above it. In the example below, *Balance Adjustment, the number 2 is selected for the Field Name Position to match column 2 in the Sample Records window:
Note! The *Balance Adjustment field is always mapped to the balance column in your import file.


For Balance Adjustment Import, you are required to map the *Customer ID and *Balance Adjustment fields while Notes is optional, although recommended. 


8. Once the Field Positions have been mapped, Click Finish to complete the definition or Cancel to cancel. If you need to make changes to the previous step, click Previous Step:


When finished, the application will notify you that your design is finished and ready to execute:
23. Click On to Execute to go to the Balance Adjustment Import - Execute page and execute the import or click Back to Design to return to the Balance adjustment Import - Design page.