This Program is used one time each month. It can only be used after
the 'New Previews Tab' is used to successfully import the file for the
current Previews catalog.
You will work from left to right, from top to bottom of each column.
Typically the left column is accomplished shortly after receiving the
Previews catalog to allow for customer verification.The left column
finds items in the Monthly Auto Pulls tab
of the Customer Form and
inserts the correct 'Item Code' into the Items
Ordered tab. The right column is begun immediately prior to using
the Previews on Windows program.
Under 'Find Monthly Auto Pulls'
- Find Monthly Items - Attempts to match each 'Monthly Auto Pull'
for each customer to item(s) in the current Previews catalog. You
will be prompted to input the current Previews catalog date. This
date matches the date printed on the spine of the Previews catalog.
The date can be entered as a 3-digit number (e.g. 126), characters
(e.g. DEC06), or Batch Number (e.g. 200612) for December 2006. The
Last Completion field displays the last Previews catalog that was
processed along with the date which it was processed. More
Detail
- Reconcile Not Found Items - Displays monthly auto pulls which could
not be found in the current Previews.
The top of the display shows which items were not found and the bottom
shows the current Previews. More
Detail
- Item Pulls Report - Displays/Prints all items which are located
for the customer based on their 'Monthly Auto Pulls'. This is for
distributing to the customers early in the month so the customer can
verify and make changes along with adding new items from the new Previews
catalog.
The previous three steps can be completed more than once if changes
need to be made.
Under 'Export/Import'
- Export to Previews Program - This sends all items ordered by all
customers to the Previews program so that when the Previews program
is begun, all ordered items are already entered and only shelf stock
needs to be added to the Previews program. The Last Completion field
displays the last Previews catalog that was exported along with the
date which it was exported processed. More
Detail
- Import Completed Order from Previews Program - When you are finished
with the Previews program and have placed the order with Diamond,
use this button to import the finished numbers into the CBPF. You
are selecting the same file which you uploaded to Diamond in the previous
step (typically C:\Program Files\Previews on Windows\Temp\(customer
number).txt).

The 'Completed Order Report' (sorted by title) will be displayed and
asked for comfirmation prior to completion of the import. This report
is the same as the Diamond reports used in the previous step, but
sorted differently. The quantities and totals will be the same, but
it is possible that the totals will be slightly off from the value
displayed by the website due to changes in SRP. If the report is confirmed,
the 'Last Completion' field will display the Previews Catalog date
for the order just completed.