Import Locations

POS locations are represented as subsidiaries in NetSuite, while POS revenue centers are represented as locations in NetSuite.

Important:

Before importing data from Simphony, be aware that a subsidiary assignment cannot be changed after the subsidiary is created in NetSuite. Therefore, if an imported location should be associated with a child subsidiary rather than the parent subsidiary, you must map the location to the appropriate child subsidiary that has already been created in NetSuite.
  1. Click the Import Additional Locations button. The wizard checks for Simphony locations that are available for import.
  2. Click the Start button. The wizard presents each detected location individually for review and import.
  3. Enable the Import this Location checkbox to import data for the location.
    The top section displays the following information retrieved from Simphony Home:
    • Location Name
    • Location Reference
    • Active status
    • POS Name
    • POS Version
    • Workstation Count (if available)
    • Time Zone

    The bottom section allows you to determine whether the POS location should be imported as a new NetSuite subsidiary or mapped to an existing subsidiary.

    When importing as a new subsidiary, the new subsidiary is assigned to the selected parent subsidiary. To import as a new subsidiary:
    1. Modify the Subsidiary Name as needed.
    2. Select the Country for the new subsidiary.
    3. Select or enter the State/Province for the subsidiary.

      This field is required for some countries. Depending on the selected country, the field may provide a predefined list of values or allow free-text entry.

    4. Select the Currency to be used by the new subsidiary.
    To map to an existing subsidiary:
    1. Enable the Use Existing Subsidiary checkbox to activate subsidiary mapping.
    2. Select the subsidiary to which the POS location should be mapped.
    3. The application validates the selected subsidiary's Country and State/Province settings and may display a warning if any differences are detected.
  4. Click the Next button.
  5. Repeat steps 3 and 4 for all POS locations.

    Once completed, the system displays a summary of the selected POS location import configuration.

  6. Click the Import Selected button. The POS location import begins. Once completed, the next step begins.

Parent topic: Import Wizard