Importing into Catapult Web Office (Rosemont)

1. Export Data

• Go to "Invoices" on Forager
• Adjust the Invoice to match the final invoice, and leave any notes for the accounting team as a Private Note in Conversations.
• Once accurate, click "Approved"
• Select all Approved Invoices that was delivered that day.
• Click Export > Order Items (Catapult)

2. Fill in Information

• Go to: "Catapult Web Office" > "Worksheets" > "Add" > "Purchase Order" > "Receive Only"
• Select Supplier: "Forager Bulk Import"

• IMPORTANT: Fill out the following fields with "F[Date in MMDDYY][1 Character Store Code]" (e.g., Example: F010119H)
  
  • General > Alias
  • Receiving Information > Invoice Number
• 1 Character Store Code: Brighton, Yarmouth, Hill, Falmouth, West End, Shore

3. Import into Catapult

• Click Import
• Select the downloaded export file of Order Items
• Select "Use import profile > FBI"

4. Manage Errors

• If you get the following error, it means Catapult did not recognize the Product ID  from Forager in its Supplier Unit IDs. In this case you have to map this ID into Catapult by:
  • Search the ID number on Forager (Products, Orders, or Invoices) and find the actual product and its supplier.
  • Message on #Catapult channel on Slack as following:
  • "ADDME - ABC Supplier’s XYZ Product - Supplier: Forager Bulk Import Supplier Unit ID: 12345"

• If you get a different error, please contact your Catapult team or Forager team at help@goforager.com.

5. Review and Commit

• Review the imported results for accuracy. If accurate, "Commit" and you're done!
• If there is discrepancy in case size, it means the supplier may have edited the product size. In this case, you have to edit this product by:
  • Message on #Catapult channel on Slack as following:
  • "FIXME - ABC Supplier’s XYZ Product - Supplier: Forager Bulk Import Supplier Unit ID: 12345 - Case size updated to 12 ct"
  • Either re-import when the change has been made, or add the product manually to the invoice.