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Products Guide

Complexity

Intermediate

EMS Compatible

(tick)

iMIS 2017 Compatible

(tick)

Actions

Insert, Update, Insert / Update

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Overview

This page describes how to insert and update Products in both iMIS EMS and iMIS 2017.

iMIS 2017 Usage

Please consult with ASI and/or your solution provider if importing products in iMIS 2017.

iMIS EMS Mapping

Required Fields

  • Category - The category of the product.

  • Discount Price - The discount price of the product.

  • Name - The name of the product.

  • Product Code - The code of the product.

  • Standard Price - The standard price of the product.

Optional Fields

  • RECOMMENDED Description - The description of the product.

  • RECOMMENDED Publish End Date - The date in which the product becomes unavailable.

  • RECOMMENDED Publish Start Date - The date in which the product becomes available.

  • Adjustments Account - The account used to record inventory adjustments.

  • Allow Purchaser to Enter Details - Determines if purchasers can enter details when purchasing the product.

  • Cost of Goods Sold Account - The account used to store the cost of goods sold.

  • Expected Arrival - The expected arrival date for the product.

  • Fair Market Value - The fair market value of the product.

  • Financial Entity - The financial entity associated with the product.

  • Image Alt Text - The text of the image that is used if the image doesn’t load properly.

  • Image Path - The URL/path of the image.

  • Income Account - The income account for money associated with the product.

  • Incurs Handling Charges - Determines if the product incurs handling charges.

  • Incurs Shipping Charges - Determines if the product incurs shipping charges.

  • Inventory Account - The account used to track the product inventory.

  • Inventory Item - Determines if the product is tracked in inventory.

  • Inventory Not Available Message - The message displayed if the product is unavailable.

  • Membership End Date - The end date for the product membership.

  • Membership Group Name - The name of the membership group associated with the product.

  • Membership Role Name - The role assigned to the record when subscribing to the product.

  • Membership Start Date - The start date of the product membership.

  • Membership Term (Months) - The duration of the membership term in months.

  • Minimum Gift Amount - The minimum gift amount required for the product.

  • Minimum Order Point - The minimum amount of inventory left before a new order should be placed.

  • Minimum Order Quantity - The minimum quantity that can be ordered.

  • Offer Item as Premium - Determines if the product is offered as premium.

  • Post-Purchase Info - Information provided after purchasing the product.

  • Quantity On Order - The product quantity currently on order.

  • Staff Only - Determines if the product is visible to staff only.

  • Status - The current status of the product.

  • Taxable - Determines if the product is taxable.

  • Weight - The weight of the product.

iMIS 2017 Mapping

2017 Products are still able to be imported using the CsProduct business object.

While there is no Drop-Down source for Products for iMIS 2017, you are able to import Products using the CsProduct Business Object.

When adding a mapping, select Business Object Definitions and then type in CsProduct:

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