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Steps to submitting the CCP Spreadsheet to Benjamin Moore
Expected Benjamin Moore Report Output
The additional information provided within Customer Job Maintenance screen is transferred into the spreadsheet to be submitted to Benjamin Moore without human interaction.
Steps to submitting the reporting period to Benjamin Moore
1. Complete the supporting Customer Job Maintenance fields as required.
2. Run from the System > Reports screen the Benjamin Moore Report with the applied filters to fit your store's configuration and reporting period.
3. Upon selecting the Generate button and then the Data View button once the report has been created, Enter the BM Outlet No. for your retail store.
4. At the Data Export Field Selection Screen, select OK.
All the fields have already been selected so no interaction is required.
5. At the bottom of the Data Viewer for Benjamin Moore Report, the report may be emailed directly from TransActPOS to the Benjamin Moore email address by selecting the Email File button.
6. The TransActPOS system will present default name for the file within the Export Data View field. Modify as needed.
Select Save to complete this step.
7. The From: email address is automatically filled in with the current TransActPOS user's email address. The To: email address should be filled with that provided by Benjamin Moore appropriate for the submission process. The Subject line should be completed as required.
Selecting Send will place the email into the TransActPOS Mercury Server Email Queue for processing within the next few minutes depending on the current Mercury service processes.
8. The resulting email will contain a copy of the spreadsheet derived from the Benjamin Moore Report within System > Reports.
Column Contents:
Column Header
Location of data within TransActPOS
BM Outlet #
Entered during the Data View process
Account Number
Customer File - Customer ID
Account Name
Customer File - Company Name
Account Address
Customer File - Customer Address
Account City
Customer File - Customer City
Account State
Customer File - Customer State
Account Zip
Customer File - Customer Zip
Phone Number
Customer File - Customer Phone
E-Mail Address
Customer File - Customer Email
TransAction Date
Invoice - Invoice Date
Invoice Number
Invoice - Invoice Number
Transaction Line Number
Invoice - Invoice Detail Record
UPC Code
Inventory File - Lookup Screen - Primary UPC
BM SKU
Inventory File - General Tab - Manufacturer Number
