Note: Must have DGI Pros Elite Custom Reporting Package install before preceding
2. Select - Report Icon on upper Ribbon
3. Select - Custom Reports
4. Select - DGI Elite Service Reports - Material Replacement and Yield Report
5. Select Date Range for report and hit - Recommend 9 months (exact)
6. Material Replacement and Yield Report - Completed View
7. Select Export
8. Export Report to your Territory folder created earlier
File Name should include description and date
Save file Type as MS Excel Workbook Data Only (*.xlsx)
9. After Saving your Material Replacement and Yield Report.xlsx file, you will need to remove the report description and page number that is embedded in the report.
Remove Report description found on rows 1 thru 3
b) Remove the Page 1 of 1 tag, this is allway on the last row of your data
10) Once your have removed the above Rows, you will need to Save it again in the same location as a .csv (Commas Delimited) file type. This will be the file loaded into PIVOT
Export Complete - Select Ok
11. From the Home page go to Territory Management / Parts Management / Create Car Stock / Import Parts Usage Data
12. Select number of months your report data was run for (9 Months Recommended)
a. Select the blue Upload button
13. Choose most current Material Replacement and Yield Report Saved as .CSV Commas Delimited
14. Starting with the Column 1 dropdown window, link top Pivot Columns with the appropriate Data Columns
NOTE - All Data Columns must be linked
15. Select Next
16. Using the Parts Data Filtering remove all Toner from you data using the delete icons, once complete,
this information will be permanently saved in PIVOT
17. When data completes processing select Save
18. If Car stock data has been loaded previously you will prompted to overwrite existing data, Select Okay
18. Select Okay to start processing
NOTE: This process will take a few minutes
19. When Pivot has completed Car Stocks you will receive a completion notification email
