Overview

• The Online Library is used to import standard materials and prices from a central repository which is regularly updated.

• The Updated field in the grid view is the date the material was last updated on the central server.

• Prices are always imported in the Local Currency.

These tutorials explain how to use the online library.

How to Setup the Server Connection

1. Navigate to Settings (Main Menu > Setup > Settings & Defaults > Settings (tab)).

2. Type online in the search block.

3. Next to System > Online Library Server Address, type 13.244.36.238 in the Value column.

4. Click Save (button) to update this setting.

How to Import Records

1. Navigate to Materials (Main Menu > Materials > Setup Materials).

2. Click Menu (button) > Online Library.

3. Click Connect (button) on the popup.

4. Select a Category and Supplier on the Header.

5. Select a Category and Supplier on the Footer.

   • Note: If the Category or Supplier does not exist, they must first be created before the import can be completed.

   • Note: After the initial import, these fields will default to the previous selection.

6. Click View (button) to see the available records.

   • Note: A blue block at the extreme left of the item indicates that the material already exists in the local database.

7. Select the records to import. Use Shift Left click to select a continuous block. Use Ctrl Left click to select random records. 

8. Click Import (button).

9. Confirm that you want to import the record.

10. Accept the disclaimer.

11. A popup will show the Status of the import. Click Ok.

    • Note: The change can be seen in the Cost & Prices (tab) of the imported or updated material item.

How to View Updated Supplier Prices

1. Navigate to Main Menu > Materials > Setup Materials.

2. Double-click any of the records that were imported or updated to open it.

3. Click Costs & Prices (tab).

4. The imported Supplier Prices will show under the heading Supplier Prices.