How To Use Mix And Match Importer with Accounts Flow

How To Use Mix And Match Importer
with Accounts Flow

Table of Contents

• About
• Using the Importer
• Points to Note

About

Accounts Flow offers a Mix And Match promo import service to all Liquor Marketing Group (LMG) members. This service includes sending promotion XML files via email, which can be quickly imported into H&L using the Mix And Match Importer application. The import process uses barcodes to match H&L Sysnet PLUs to products in the Accounts Flow XML file.

This guide was written for Sysnet 9.0.0 and Accounts Flow and LMG clients. For Liquorfile clients, please refer to the Liquorfile Mix & Match Promo Importer Training PDF.

For further assistance with the Mix and Match Importer or related Sysnet processes, please contact our H&L support team. For XML file related questions, please contact the Accounts Flow team.

Using the Importer

1. Open MixAndMatchImporter.exe via
   1. a desktop shortcut on your H&L server or workstation, or 
   2. navigate to C:\Program Files (x86)\H & L\Sysnet to locate this application
      
      ⚠️ Note: If this application is not present on your machine, please reach out to our H&L Support Team for further assistance. 
      
      
2. Select the Setup Location by clicking the ••• button. The Setup Location is where PLU descriptions and prices are drawn from. A later prompt will allow you to select what locations to apply the promotion against. 
   
   
3. A location window will appear. Highlight the desired location from the list and press Selected to apply.
   
   
4. Click the Load Mix ‘n’ Match XML button. 
   
   
5.  In the popup window, browse to the location of the Mix and Match file (MM__.xml) provided by Accounts Flow. (You may need to download the attachment from an Accounts Flow email you received.)
   
   
6. Highlight the desired XML file and press Open.
    
   
   
7. The mix n match promotions contained in the XML file will be shown on separate lines in the top window. These promotion records are expanded by default to show the required purchase quantities and selection levels. The – button and + button can be used to manually collapse or expand the promotion records. Alternatively, you can use the Expand All and Collapse All buttons to do the same to all promotion records. 
   
   
8. If any items in a promotion are not recognised by Sysnet (based on barcode), the promotion will be highlighted in Pink. If all promotion items have matched with products in Sysnet, the promotion will be highlighted in Green.  
   
   
9. To view matched and unmatched promotion items, use the ↑ and ↓ arrow keys on your keyboard to cycle through promotions. This will display Sysnet PLU details for the promotion items in the lower screen. 
    
   
   
10. Any unrecognised promotion items will be highlighted in Pink, have PLU set as -1, description as <unmatched> and the unknown PLU checkbox ticked.
    
    
11. Click the magnifying glass button next to the PLU number to link unmatched items to existing PLU records via barcode. 
    
    
    1. The Accounts Flow description will automatically appear in the search text field but may be different than the Sysnet PLU name.  
    2. Modify the search text as required to locate the matching product. 
    3. Highlight the product from the list and click Selected. 
       
       
    4. A prompt message will appear asking you to confirm linking the new barcode to the selected product.
        
    5. Selecting Yes will make the barcode link permanent.
       Selecting No will still link the PLU for this promotion import, but it will not update the barcode in Sysnet. 
    6. The PLU number will now appear against the product along with the PLU description. The unknown PLU checkbox will be unflagged.  
       
       
       
12. Repeat the above for all remaining unknown PLUs sold at the venue. 
    
    
13. Once all Mix and Match promotions are reviewed, chose which promotions to import by checking or un-checking the Check to Import box against the promotion.
     
    
    
14. Click the Import into Sysnet button to import the mix and Match promotions. 
    
    
    1. Only checked promotions and their matched items will be imported. 
    2. In the popup window that appears, select the location(s) to apply the promotion against. 
    3. If multiple promotions are being imported this window will appear for each promotion, with the promotion name at the top of the window.
        
    4. A confirmation window will appear for each promotion when the import process is completed. Click OK on each popup to proceed. This confirmation popup will show for all promotions, including those not importing (not ticked to import).
    5. If any promotions have unmatched items, a prompt window will ask you to confirm if you wish to import anyway. Selecting Yes will import the promotion but will exclude any unmatched items. 
       
       
       
15. To verify the Mix and Match promotions after the import completes, open the H&L Stock application. 
    
    
16. Click to the Mix‘n’Match button to view a list of Mix and Match promotions. Double-click a promotion to review its details or make changes to it.
    
    

Points to Note

• The importer will automatically create a folder called Archive in the directory the Accounts Flow XML files are loaded from. As these XML files are loaded into the importer they will be moved into the Archive folder. 
  
  
• If you attempt to import a promotion that has previously been imported, a popup will ask you to confirm the import before overwriting the existing Mix and Match promotion. 
   
  
  
• If the XML file contains a new product(s) that does not exist in Sysnet, but you intend to stock and sell this product, add the product in the H&L Stock application following your standard process. 
  
  ⚠️ Note: For Syswan (multi-venue) setups, please consult your Head Office before adding products or barcodes to your Sysnet database. 
  
  
• Barcodes can be added manually during this creation process against the Factor or linked later with the Mix And Match Importer (see step 11). Incorrectly linked barcodes can also be removed against the factor in Stock. 
  
  
• To add, update or remove barcodes, find the required product in Stock > Stock (Inventory) > Details. Left-click then right-click a price field in the row of the desired factor and select Edit Selected Factor / Barcode Aliases.