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Guided Onboarding: Items

Use this tool for managing translation between your business system Item numbers and corresponding Trading Partner Item numbers.

Anthony Hodge avatar
Written by Anthony Hodge
Updated over a year ago

Product(s): Guided Onboarding, Transaction Manager, Foundry platform


Overview


Navigation: Guided Onboarding | Trading Partner Setup | Translations | Items
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Items in the Trading Partner Setup wizard is where you can identify any Item #s that require translation to items entered in your business system. This table can also be found in your main Transaction Manager Item Catalog.


Key Features


The following table provides the names of the buttons in the Items Action bar along with their descriptions.

Button

Definition

Sync

Links items in the table to the Item List within your business system (if a direct connection is in place).

Clear

Permanently deletes all items from the table.

Add

Adds a new blank line for entering new item details (manually).

Reset

Resets unsaved changes.

Export

Opens a dialog box for downloading table contents to a Comma-Separated Value (CSV) file.

Import

Opens a dialog box for uploading the contents of a selected CSV file. Ensure that the column format in your CSV file exactly matches the columns in your table.

Save

Commits your changes.


Common Usage


You can make manual changes to individual items in the table by selecting a record to make it editable. For managing large numbers of items, maintain this table in a spreadsheet application (like Excel) and import your changes via CSV file.

Additional Resources

For information about maintaining trading partner item translations using the long form tools in Transaction Manager, refer to the Transaction Manager Online Help.

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7/12/23

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