Importing POS Transactions from Another Software Package

(Third Party Transaction Import users only)

Use the following procedure to import a transaction exported from a third-party software package into Epicor Eagle™ Order Entry/POS for Windows. The exported transaction must be written to a file on the PC and adhere to Epicor's standard ESTU record layout. This feature is only available for use with certified ESTU providers; Epicor Direct can provide you with a list of them. The default PC path name to the import files must be entered in the Option " Directory that contains 3rd party transaction import files" in Options Configuration. You must have security bit 704 to use this procedure.

  1. In POS/Order Entry, start a new transaction (select the transaction type and enter the appropriate customer), or recall an existing transaction.

  2. From the posting screen, press Menu and select I-Import Third Party Transaction File from the No Sale Menu that displays. A dialog displays the default directory and a list of files in the directory.

  3. Select the file you want to import from the default directory, or display a different directory and locate the appropriate file. Then click OK to begin the import.

The system imports all the items into Order Entry/POS, scrolling down as it imports.

  1. When the import is complete, answer Yes or No to delete the import file. You are then returned to Order Entry/POS with the imported items posted to the transaction.

  2. (Optional) Post any additional items to the transaction.

  3. (Optional) You can import another file by pressing Menu and selecting Option I to return to the Item Import dialog.

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