Understanding Flex Header and Standard Import Templates
0.7 min read
|When importing orders or receipts, there are currently two options each for import—'Flex Header' import templates and the standard import templates.
Understanding the Differences
- Flex Header allows for more flexibility editing headers and flex fields to come in receivers and orders.
- Receiver and Order
- All headers that are present must be used.
- You have to save in a header-based text tab.
- Benefits
- Order - can import something as incomplete
- Both - can save both types of custom fields: the saved elements on the order - applies just to the order) or line item saved elements (ex. Gross Weight, anything you need to apply a data value to that the system doesn’t already account for)
- Both - Custom fields capture custom information in two ways: to include additional information under the Custom Order Info section on a transaction, or for the addition of a transactional line item when you want to have additional grid columns. (Customers > Custom Fields - where you create them and make them optional/mandatory)
- Custom fields purpose: create custom, trackable data field throughout the system - can get custom reports made - used in EDI
- Standard templates are not flexible.
- You only have to use the blue headers.
- All have to save in text-tab delimited with no headers.
- Item Alias -
*Compare different fields!!!