37 lines
1.6 KiB
ReStructuredText
37 lines
1.6 KiB
ReStructuredText
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Batches
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Batches are a sort of hybrid of import/edit/export. They assume a
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certain "data set" will be brought into a dedicated workspace, using
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whatever (sometimes custom) logic, then the user previews the
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"results" before committing to it. See also :doc:`/data/batch/index`.
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For instance one common type of batch is for new Customer entry.
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Maybe there is a web form which some users fill out to enter new
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Customer records, but in fact those go into a "queue" / batch and are
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not truly injected to the system proper until the batch is reviewed
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and executed by some (possibly more highly authorized) user. This can
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be helpful not only for workflow optimization but also custom data
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validation, and/or preventing duplicates from entering the system.
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Another type might be for a periodic import to "sync" 2 systems which
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do not normally stay in sync. For instance if your POS and CRM do not
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stay in sync all the time, but maybe once a month you export the data
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from one system to Excel file, for import to the other. It is of
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course possible to make a Rattail "importer" (or "exporter" depending
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on your perspective) which could automate this. But for sake of
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better visibility and instilling confidence in the logic, you might
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prefer a batch.
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In the above example the process might be like:
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* export data from CRM to Excel
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* upload file as new batch in Rattail
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* preview the changes; execute the batch
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* which generates yet another file, e.g. CSV
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* which you then import to the POS
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There are many possibilities here; for instance more likely the batch
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writes directly to POS when executed.
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