Table of Contents – B2B Functions
B2B Functions
Introduction
72
B2B Vendor Setup
74
B2B Maintenance Program
75
B2B Catalog Import
79
***CONFIDENTIALITY NOTICE*** This documentation contains confidential information belonging to Textile
Management Systems, Inc. and RollMaster Software, which is protected by copyright laws and other privileges. This
information is intended for the exclusive use of legally licensed RollMaster Software users. If you are not the intended
recipient, you are hereby notified that any disclosure, copying, distribution, or the taking of any action in reliance on the
contents of this information is strictly prohibited. If you have received this documentation in error, please immediately
notify us by telephone at (800) 777-4107.
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72
B2B Functions
Introduction:
The B2B Functions menu contains programs developed for use with the RollMaster B2B electronic
data interchange (EDI) functionality with participating flooring industry vendors and requires a
subscription to set up and use these menu items. If you are interested in using the catalog import,
purchasing and billing features via B2B, please contact the TMS Customer Service department at
800-777-4107. Prior to running the first B2B catalog import, new Product Codes need to be added
that are specific to the B2B Catalog—in most cases, with your B2B subscription, these Product
Codes will be added to your system by a TMS representative. If you need to add any of these, be
sure to add these exactly as they appear below. Also, as the B2B Product Codes use lower case
letters, you should never create any non-B2B Product Codes using lower case letters. New B2B
Product Codes will be issued as new vendors are brought on board. The following is a list of the
most current B2B Product Codes:
Code
a1
a2
a3
a4
a5
a6
a7
a8
a9
aa
ab
ac
ad
ae
af
ag
ah
ai
aj
ak
al
az
d1
da
db
dc
dd
do
dn
ds
f1
Description
CARPET 12’
CARPET 6’
CARPET 15’
CARPET 13’6”
CARPET 13’2”
CARPET 12’6”
CARPET TILE / SY
AREA RUGS
CARPET 10’
CARPET 12’4”
CARPET 15’4”
CARPET 13’7”
CARPET 15’3”
CARPET 11’6”
CARPET 12’8”
CARPET 13’
CARPET 13’1”
CARPET 4’6”
CARPET 4’
CARPET 14’
CARPET 12’10
PAD
CONGOLEUM/SF
ARMSTRONG 12’
CONGOLEUM 12’
MANNINGTON 12’
MANNINGTON 6’
CONGOLEUM 6’
ARMSTRONG 6’
ARMSTRONG 6’6”
CERAMIC TILE/SF
Factor
01
03
04
05
06
13
02
08
15 Custom: 10, 1, 3, 3
15 Custom: 12.333, 1, 3, 3
15 Custom: 15.333,1,3,3
15 Custom: 13.58,1,3,3
15 Custom: 15.25, 1, 3, 3
15 Custom: 11.5, 1,3,3
15 Custom: 12.64, 1,3,3
15 Custom: 13,1,3,3
15 Custom: 13.083, 1,3,3
15 Custom: 4.5, 1, 3, 3
15 Custom: 4, 1, 3, 3
15 Custom: 14, 1, 3, 3
15 Custom: 12.83, 1,3,3
08
02
01
01
01
03
03
03
15 Custom: 6.5, 1, 3, 3
02
RollMaster System Documentation – B2B Functions – 1/1/2011
f2
f3
f4
fa
fb
fc
fd
g1
g2
g3
g4
i1
i2
i3
ia
ib
ic
id
ie
if
ig
ih
ii
ij
ik
il
iz
l1
l2
l3
la
lb
lc
ld
le
lf
lg
lh
li
lj
n1
n2
n3
n4
na
nb
o1
o2
CERAMIC TILE/PC
CERAMIC TILE/SM
CERAMIC SUPPLY/EA
MARAZZI TILE/SF
MARAZZI TILE/EA
ARMSTRONG TILE/SF
ARMSTRONG TILE/EA
CONG/MHK VCT/SF
CONG/MHK VCT /CTN
ARMST VIN/VCT/SF
ARMST VIN/VCT/EA
HARDWOOD /SF
HARDWOOD TRIMS /PC
HARDWOOD SUPPLY/EA
BRUCE WOOD/SF
BRUCE TRIM/EA
HARTCO WOOD/SF
HARTCO TRIM/EA
MOHAWK HARDWOOD/SF
MHK WOOD TRIMS/PC
SHAW WOOD/SF
SHAW WOOD TRIM/PC
KAHRS WOOD/SF
KAHRS WOOD TRIM/PC
ROBBINS WOOD/SF
ROBBINS WOOD TRIM/PC
HARDWOOD SUPPLIES
LAMINATE/SF
LAMINATE TRIM/PC
LAMINATE SUNDRIES/EA
ARMSTRONG LAM/SF
ARMSTROMG TRIM/EA
MOHAWK LAM /SF
MOHAWK LAM TRIM/EA
SHAW LAM /SF
SHAW LAM TRIM/EA
WILSONART LAM/SF
WILSONART LAM/PC
QUICK STEP LAM/SF
QUICK STEP LAM/PC
VINYL TILE /SF
VINYL TILE ACCESS/EA
MANNINGTON VCT /SF
MANN. VCT ACCESS/EA
METROFLOOR/SF
METROFLOOR ACCESS/EA
COVE BASE
STAIR TREADS
73
08
02
08
02
08
02
08
02
02
02
08
08
08
08
08
08
08
08
08
08
08
08
08
08
08
08
08
08
08
08
08
08
08
08
08
08
08
08
08
08
02
08
02
08
08
08
08
08
RollMaster System Documentation – B2B Functions – 1/1/2011
o3
x2
x3
x4
x5
x6
x7
x8
VINYL TRIM-REDUCERS
MOHAWK ACCESSORIES
SHAW ACCESSORIES/EA
OVF ACCESSORY/EA
HOBOKEN ACC. /SF
WM BIRD ACCESSORY
ADLETA ACCESSORY
JJ HAINES ACCESSORY
74
08
08
08
08
02
08
08
08
Either before or immediately following the first import, you will need to set up A-F Pricing for each
of the B2B Product Codes. You will also want to set up Catalog Price Roundup if applicable to
your company.
Procedure:
From the Master Menu, arrow down to #14 B2B Functions and hit enter. The B2B Functions menu
will appear as follows:
Items 1-3 are modules that can be accessed from this menu—they will be explained in the order they
appear in this menu.
B2B Vendor Setup Program
Typically with your RollMaster B2B subscription, a TMS representative will complete all
applicable Vendor Setup screens for you based on setup data that we request from each participating
vendor based on your specific pricing agreement with those vendors. Once these screens are set up,
there should be no reason to enter back into these screens unless directed to do so by a TMS
representative. The setup screen will appear as follows:
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B2B Maintenance Program
This module was designed specifically for RollMaster B2B Customers to allow them to view,
correct or reject data prior to importing so that you are fully in control of all imported data. We
strongly recommend that you use the B2B Maintenance module to approve all data prior to the
import process as once it has been imported into your live catalog you have effectively approved
and accepted that pricing and you may not have recourse with the vendors if pricing errors should
occur. When you enter this module, the system will prompt you to pick a printer—make a selection
and hit enter. The system will then display the following menu:
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Prior to viewing the data you must first select a pricing file through the Check/Select Available
(By Vendor) option. When you enter this option, the system will display all available pricing files
as follows:
You must select a pricing file one vendor at a time. Hit enter on the pricing file you wish to select
and the system will place an asterisk in the far right column. You will then need to hit the Esc key
to exit this screen and then select the View Import for Selected option from the menu. The system
will then display the data in the pricing file selected as follows:
At the very top of this screen, the system will display the Vendor ID for the data you are viewing,
the Total Styles available for viewing and import, the Total Pages in the current view, and the
Current Page you are on. You will be able to scroll through these pages using “P” for page and
“U” for up. The Type column displays the B2B Standard vendor designation for the item; in the
example above the system is displaying CAR for Carpet. The Style column displays the vendor
name of the item. The Style # column displays the vendor style number for the item. The Size
column displays width for roll goods and will also show a size for hard surface items if the vendor
provides that information. The Box/Size column for hard surface goods will display the number of
SF per carton. The Cost Roll/Cut column will display the roll cost and cut cost for roll goods, and
for hard surface items, it will display the regular cost under the Cut column. The Stat column will
display one of five options as follows: NEW for a new style, PEN for Pending price change, CHG
for Change in price, PRO for promotional pricing (which will not display pricing in this first screen
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but can be accessed from the screen that pops up when you hit the enter key on an item), and DRP
for Dropped style. There is also a prompt at the very bottom of this screen that appears as follows:
<F1> Toggle “Show In Order Lookup” (all). If you hit the F1 key, the system will automatically
toggle the Show In Order field to “N” for no and if you hit the F1 key again the system will
automatically toggled the Show In Order field back to “Y” for yes. This would be used if the
person importing wishes to “Drop” all imported styles and then make them available later once they
reside in the system catalog. Not all customers will use this feature but larger customers may find it
helpful in managing the catalog.
If you would like additional information on a particular item that is about to be imported or to make
a pricing or import change, you can bring up a detail screen by hitting Enter on that item in this
screen. An Import Item Detail screen will appear as follows:
This screen will display the Vendor information at the top including whether this is a current price
change or a pending price change. If a price change is pending, the system will store the data and
the price change will take effect on the date noted in the Reference field. For example, if you
receive a pricing file dated 10/1/2009, and within that pricing file a pending price change comes
through dated 9/15/2009, the system will store that data and around 1:00 AM on the morning of
10/1/2009, the system will automatically revert to the new price, provided you imported the data.
At the bottom of this screen, if a style already exists in your catalog, you will see your current
pricing data display under the Existing pricing columns and on the right side you will see the Import
pricing data. This will allow you to compare your Existing pricing with what the Import is about to
bring into your system. At this point you have a few options as follows: you can hit Esc to exit and
leave the pricing as it is; you can type an “E” to Edit the pricing, or you can type a “D” for Do Not
Import to prevent the item from being imported into your live catalog. If you type an “E” to Edit,
the system will place the cursor in the Cost field under the Import column. You can type in a new
cost in this field or hit enter to get to the other three fields to make changes also. Once you have
entered through the last field, the system will prompt the following: Save Import Price Change?
This prompt is defaulting to “Yes”, so if you wish to keep the changes, hit enter; if you don’t wish
to keep the changes, select “No” at this prompt. You can also edit a Pending Price Chg. Date by
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hitting the “E” for Edit key. As soon as you enter through the Import Price fields, the system will
ask you to Save that data and then will place the cursor in the Pending Price Chg. Date field where
you can type in a new date for the price change to take effect. You can also direct this module to
Not Import an item. This may come up if you don’t wish to accept a pricing change or if you don’t
want the item to appear in your catalog. If this is the case, you will type a “D” for Do Not Import.
The system will then prompt the following: Removing item from Import. Are you sure? This
prompt is defaulting to “Yes”, so if you wish to remove, hit enter. If you wish to keep the item in
the import, select “No”. The Status field at the top right will change to “Deleted” and the item will
not import. Any changes you make through these two functions will be reflected on the Print
Changes Made Through Mtc. report, which you should print prior to running the import. This
includes changes to the Pending Price Change date.
Some additional options available in this screen are as follows: (F1) – Colors. This option will
display all the color names in a style that will be imported, dropped or changed when the import is
loaded. Simply hit the F1 key to see those color names displayed on screen; (F2) – Tag as Viewed.
If you hit the F2 key on an item, then in the previous Maintenance screen that lists items
individually, you will see a “V” for viewed in the SHOW column to the left of the STAT column.
This will allow the person in charge of importing to leave the Maintenance program and come back
and know what has been viewed and what has not so that the work of checking the data does not
have to be completed in one sitting; (F3) – Show in Lookup. If you hit the F3 key, the system will
allow you to change the Show in Order status to “N” for no. That means that when you import the
item, it will be dropped in the catalog until someone changes the status. This might be used in the
event you wish to bring the item into your catalog but are not yet ready to make it available for
general use throughout the system.
Once you have accessed a pricing file via the View Import For Selected program and made any and
all changes, you should print a report of all your manual changes via the Print Changes Made
Thru Mtc. program. To print the report, hit enter on that option from the menu. The system will
first prompt the following: Enter Vendor ID. Type in the ID for the Vendor data changes you wish
to see and hit enter—you can type the first couple of letters of a Vendor ID and hit enter to get a
lookup. The system will then prompt the following: Enter Start-date MMDDCCYY. This
prompt will default to the current date. You can override if you wish to see history on prior changes
or hit enter to see the changes you just made. The system will then prompt the following: Enter
End-date MMDDCCYY. Again the system will default to the current date. If you need to make a
change, type in a new ending date; otherwise, hit enter to continue. The system will then prompt
the following: Enter Beginning Style (Blank for all). Hit enter to see changes to all styles in the
date range you selected. If you wish to see changes for just one style, you may type that style name
at this prompt. The report will then print displaying price changes that were made along with a list
of items you selected Not to Import if applicable.
Please Note: For all the items that show a Status of DRP for Drop in the B2B Import Maintenance
screen, the system will indicate if Inventory Exists when you enter the Import Item Detail screen of
those items. If Inventory Exists, you can use the “D” for Do Not Import and make a note to
manually drop the style once the inventory is depleted. Also, for all new items being imported into
your system, you should manually update the catalog if you carry a sample in your showroom. In
Page 2 of the Catalog Maintenance module, that prompt appears as follows: Sample / Size. Type a
“Y” at this field if you carry a sample in your showroom. This field now ties to several Inventory
reports in the system.
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B2B Catalog Import:
When you have completed your review of a pricing file in the B2B Maintenance module and are
ready to import the data into your live catalog, you will access the B2B Catalog Import menu. The
system will prompt you to pick a printer, which you should do and then hit enter. This will bring up
another menu that will appear as follows:
You will need to enter into the Check/Select Available (By Vendor) option first. This will bring
up an Available Vendors box as follows:
The Vendor ID column will display your pre-set RollMaster Vendor ID for any available vendor
pricing files; the Last Run column will display the date of the last import that was available for
each vendor; the Oldest column will display the date of the oldest download available and waiting
to be run for each vendor; and the Newest column will display the date of the newest download
available and waiting to be run for each vendor. If there is only one import available, the Oldest
and Newest date will be the same. If there is more than one, the Oldest date will reflect the date of
the oldest available, and the Newest date will reflect the date of the newest available. Regardless of
the number of imports available, when you run the download, they will all run together at that time
in date order. The Sel * column is where you select a vendor to run the import. You can only select
one vendor at a time to run the import and then print the corresponding report. Simply hit enter
when the cursor is positioned on the vendor you wish to select and an “*” will appear in the column
for that vendor. You can then hit the Esc key to return to the menu. Please Note: once you select a
file and run the import, that file should disappear from this Available Vendors screen indicating that
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all data was successfully imported. If you enter back into this screen following an import and the
file still displays, you need to contact the TMS Customer Service department for assistance.
Once you have selected a vendor, you will enter into the Run Import For Selected option and the
system will prompt the following:
This option will allow you to only import items you have had an opportunity to review in the B2B
Maintenance Program module. The default is set to “No” so you can hit enter to skip this option or
click on “Yes” to use this option. Once you have made your selection, the system will prompt the
following:
This option will allow you to import by Product Type, meaning that you can import just Carpet, or
just Vinyl etc. This is helpful for larger files where the user can view all Carpet items and then
import, then go back and view all Vinyl items and import, etc. at the user’s pace. The Prod Type
the system is looking for appears in the B2B Maintenance screen on the far left and is 3 digits for
each item. For example, Carpet items will be “CAR”, Vinyl items will be “VIN”, etc. If you wish
to import all Product Types, simply hit enter through this prompt. Once you enter through this
prompt, the system will immediately begin the import process. An Importing Catalog screen will
pop up and the system will begin importing the data—please allow the system to completely
process the file and return you to the Import menu. This could take a few seconds or a couple of
minutes based on the content of the vendor file.
When the import is complete, the system will place you back at the Select Option menu. You will
then need to print the corresponding report for that import in the Print – Change/Update Report
option. When you enter into this option, the system will prompt you to enter a Vendor ID-type the
first couple of letters of the vendor name and hit enter to get a lookup. You must run this report one
vendor at a time so you will need to enter an applicable ID. The system will then prompt the
following: Enter Start-date MMDDCCYY. Type in the date of the oldest import you would like
included on the report and then hit enter-type two digits for the month, two for the day, and four for
the year. (Typically you’ll want to note the Oldest date on the import file and the Newest date prior
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to running the import and this will be the date range to enter for this report to see the changes that
were just imported; however; the system stores the history so you can always come back and print
for whatever date range you choose.) The system will then prompt the following: Enter End-date
MMDDCCYY. The system will automatically prompt the date of the newest import for this
vendor; simply hit enter to accept or type in a new date if you wish to customize the report. The
system will then prompt the following: Include dropped product on print out? This prompt is
defaulting to Yes so simply hit enter if you wish to see drops included on this report. The system
will then prompt the following: Include all colors on print out? This prompt is defaulting to No,
so if you do not wish to see every color of a style that has undergone a price change, simply hit
enter. The system will then prompt the following: Enter Beginning Style (Blank for all). This
option will allow you to enter a specific product to see how the price has changed over a period of
time. Unless you want to see price change or drop data for a specific style, simply hit enter at this
prompt. The report will then begin printing.
Important Note: All of the imported catalog items sold by the square foot will automatically be set
up as items sold by the box in Catalog Maintenance. This is because the mills are not currently
providing that information in their data. If you carry a square foot item that is not sold by the box,
you will need to change this setting manually in the 2nd page of the Catalog Maintenance module.
Please call RollMaster customer service if you need help with this process.