Setup Wizard

The DATANORM Setup Wizard walks you through the base configuration in six steps. You reach it from the application search.

1

Welcome

A short introduction to the DATANORM format and what the app is for.

2

Default vendor

Pick the vendor you usually receive DATANORM files from. This is only a default – you can choose a different vendor for each import, see Manual Import and Vendor Assignment.

3

DATANORM version

Sets the version used for export. DATANORM 5 is recommended. On import the version is detected from the file.

4

Duplicate handling

Determines how the app treats articles it already knows, and which field is used for matching. Mark for Manual Review is the safest choice to start with. Details under Duplicates and Validation.

5

Processing settings

Controls whether approved staging data becomes items automatically. Leave auto-sync off at first so you can inspect every import.

6

Item defaults

The number series, item category and posting groups used to create new items. These values are required for synchronisation to be able to create items at all.

After the wizard

Two steps are not part of the wizard and are worth doing straight away:

Initialise units. Open DATANORM Setup and run Initialize Units. Without unit mappings, imported items get no base unit. See Unit Mapping.

Review the price and part list options. The Price Lists and Part Lists (Sets) sections of the setup ship with sensible defaults but are not covered by the wizard. Look through them once before you import in production – see Base Configuration.

Every value can be changed later at any time in DATANORM Setup.