MBS - Create MBS Want List for Sourcing
- Go to “Ordering Menu”
- Select “Maintain Want Lists”
- Select Term
- Click New Want List
- Creation Method Automatic (default) enter
- Select vendor
- Type -- Quote
- Transmission Method – Print
- Ship Date (optional)
- Ship Via Instructions “best way”
- Open to Buy % “buyer choice”
- Allocate next available PO number “No” (if not using quote for responses or to create a PO) then Enter
- Record created
- Click Generate to create the want list
- Highlight want list, select Print
- From the print queue, highlight the job, click email, select TXT (default) and send to whomever is creating the source list.
Ratex
***BEFORE YOU BEGIN! If you don’t have Universal / Admin access in Ratex, find that person. It will make life easier in step 3.
- Create a want list. (most Ratex users should know how to do this.)
- When you go to print the want list, “in the print want list screen”, instead of routing it to a real printer, route it to “hold”
- Once it is routed to “hold” (a special printer in the “printer route list”), from the Admin menu: Administration > Spooler Maintenance > Entry (this is the step where you might need someone with Universal Access. In SidewalkLand, we call that an "Admin login”.)
- Once you complete Step 3, the result should be a Visual Ratex Screen. On that screen, click Export
- Select the Routing = E Excel
- Click Export
- This will deliver a file format which can be copied-pasted into the Sidewalk Import list.
- Do a sort in Excel based on the QTY column and the result will be a cleanly formatted list.
- Copy and paste the qty, ISBN, and title.
Sequoia
- Sequoia Textbook Partner's Home Page
- Main Menu
- Orders/Returns
- Wholesalers Want Lists & Orders
- Select Term
- Select File
- Generate Listing by Unfulfilled Quantities
- Name Designated Want List (Example Fall 2015)
- Press Ok
- Select Wholesaler
- Select either Ship date or Bin & Hold
- Begin Ordering Process
WinPRISM
(sample screen shots and templates attached)
- Run the Wantlist in WinPRISM
- Export the report and save it as an Excel file in whatever folder you would like (Data Only)
- Pull up the file in Excel
- Expand all columns (Click upper most cell in the left corner then double click on a column line)
- Delete all columns (not just the words but the columns themselves), except those with Title, Qty, and ISBN
- Delete the top three rows
- The rows are now off from each other, so start with Column A (Title) and click the first title and scroll down to the bottom of the row
- Cut the data (Ctrl-X) go back to the top and paste the data one row up to line up with the Qty in Column B (Ctrl-V)
- Click the upper most left-handed cell again to highlight the entire page, choose Sort & Filter, Custom Sort, and sort by Column B. This will bring the Publisher codes to the end of the document so you can delete them all at once.
- Highlight the Publisher codes and Delete them.
- You can also delete the column Descriptions at this time.
- Click the upper most left-handed cell again and sort by Title
- Click Column C and Cut the column (Ctrl-X) and click on Column A and Right click and Insert Cut Cells
- Click on Column C and Click Insert to put in a column for Max Price
- Click on Column A and choose Find & Select
- Click on Replace and for Find What enter – and for Replace With, just leave blank. This will remove the dashes in the ISBN and click Replace All
- Click on Column A and right click and Choose Format Cells – Number, with no decimals
- Save the file as a CSV file
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