The Item Import Wizard, accessible from the main POS screen, is one of the many user conveniences that form part of the latest RepairDesk upgrade. Built on the back of popular subscriber demand, it enables seamless, instantaneous parts ordering from listed vendors.
Its integration aim is simple:
To provide users with the benefit of one-stop procurements within the RepairDesk ecosystem - so they don’t have to rely on third-party/outside platforms to make do.
The new feature maintains real-time and automatic syncing with onboarded vendors' authorized inventory lists; keeping subscribers up-to-speed on the exact parts numbers (and their types) in the suppliers’ stores.
How to Access the Feature
The Import Wizard, following vendors’ integration, can be easily accessed from the POS interface through the left-hand navigation column - following the Items>Manage Items>Item Import Wizard command path.
Commands encased in blue lining
Once accessed, the wizard dashboard will be viewable - complete with the vendors' list available to the user (per the country setting selected in the account).
Select your preferred vendor and click ‘Next’. You can only choose one supplier at a time.
This will lead to a follow-up screen where, after you select a vendor, you are required to make a few selections to drill down your desired inventory items
You can also view the complete, offered inventory list for your selection by clicking on the ‘Preview all Associated Inventory against Selected Part Types’ option at the bottom.
Doing so will open the ‘Items Summary’ window listing all the parts available.
You can choose to display this itinerary on the main POS screen or import (download) it to your shop database for easy ordering reference.
Please Note: List imports may take some time to process - depending on the size of the transferred database.
Selecting the item dropdown list under the ‘Items Summary’ will display all the parts available under the brand head. Here, you can choose a particular item by marking the requisite field and clicking ‘Import’ to proceed with the order.
If the listing details are already present in your native database, you will see the ‘Item Already Exists’ prompt (as shown).
If the parts details aren’t listed, you will see the following ‘Item Successfully Imported’ dialogue box appear in the same position - indicating process success.
The item import exchange is complete.
Additional Notes: The process flow shown is general in scope - specific vendor choices may lead to slightly different ordering screens/dialogue box prompts.