ERP Steps
Item Master Screen
Under the Extended Information tab in the Item Master there is one field that is required:
- Ovotrack Item Type: Package
*Note - For any packaging item the Ovotrack Item Type must be set to Package or the item will not sync. The other fields such as Units per Layer or Layers per Pallet can be added, but are optional.
CONNECT Steps
Sync Data
Find the Sync Data module and select New Batch option for Items
An item will be triggered to pull into a batch based on when the last modification was made in the item master. Therefore the date and time in the Source Last Modified Date must be set to a date/time BEFORE changes were made to the Item Master.
Ex: If you made changes to the item master on 9/14, you could set the date to 9/13.
You can then click the Import/Create Batch button and the item should appear in the Staged Records tab.
You will notice that the Item Type field from the extended information on the Item Master will be populated.
Mark the check box next to any items you want to commit, and click the Commit Batch button at the top of the screen.
If the commit was successful, the item will be grayed out and the commit date will be populated.
You can review the results of the commit in the Commit Messages tab. If there were any errors, they will be displayed here.