You can automate a price update process with Sysco using this screen, found on the Inventory menu > Import Order Guides submenu.
Here is how the process works:
Define your Sysco vendor on the Electronic Ordering screen (Setup > Vendors). Only Distributor, Name, Host/Website are required.
Find your Sysco vendor on the Vendors screen (Setup > Vendors > Vendors > Vendor Info tab), and specify Sysco as the Electronic Distributor (order guides).
Select your Sysco vendor from the Vendor drop-down list in the Order Guide screen.
Download the order guide from the Sysco website. Click on the url in the Compeat toolbar to the Sysco website.
Specify the path to the downloaded file in the File Name field, or click the folder icon to browse to the file that you just downloaded.
Specify the Number of Quantity fields in your import file, either 1, 2 or 3.
If you are unsure of the number of Quantity fields in your downloaded file, open it in Notepad and note the number of "Qty" listed in the first row. The order of the fields in the import file for eSysco should be as follows: Pack Size, Product Label, Item Description, Item Code, Qty 1, Qty 2 (optional), Qty 3 (optional), Price (Case $,Split $).
Click the Import button. Items from the data file populate the screen, each having an indicated Status (see Status Column below).
Compeat will attempt to match each imported record by checking the vendor item code and Compeat item number. If a single record is found that matches, it will be flagged as an exact match and will be ready to be accepted. If more than one record exists for that vendor and vendor item code, you will have to manually select the matching record from a list of choices.
Click the Accept All Exact Matches button. As each match is accepted, the price on the Vendor Information tab of the Restaurant Inventory Items screen is updated. This is the price that will be used for all new orders.
(Optional) Resolve unmatched items. If items remain marked New or Match and you would like to include these in your price update, they can be resolved as follows:
For New items, go to the Restaurant Inventory Items screen and either add the item or correct the data of an existing item so that a match can be made (when you return to the Order Guide screen, click Reprocess). For Match items, click Find Match and select the desired item.
Once you have successfully imported the order guide, the imported items will display in the Vendor Items area of the screen.
Each item can have one of the following Status designations:
New – Indicates that there is not a matching item in the Compeat inventory. You can add the item in the Restaurant Inventory Items screen.
Match – Indicate that there are two or more matching items. Click on Find Match to select one to update.
Exact Match – Indicates that a single match was found for the item.
Accepted – Shows that the exact match has been accepted in the system and the price has been updated on the item's Vendor Information tab.
You can use buttons on the screen to perform the following actions:
Reprocess Use the Reprocess button to go through the matching process again after you have added inventory items into Compeat.
Accept All Exact Matches Clicking this button will update the price in Compeat and change the Status of all items marked Exact Match to Accepted.
Accept Clicking this button will update the price in Compeat and change the Status of the highlighted item to Accepted, if there is a match.
Note: You can highlight multiple items using Ctrl+Click and a range using Shift+Click.
Find Match Shows potential matches for highlighted item (use with Match status items).
Delete Deletes the highlighted item.
Delete All Deletes all items from the list.