Spreadsheet Load Utility

This help topic is applicable to the following TireMaster applications:

TireMaster Point of Sale

TireMaster Plus

TireMaster Corporate

By using the Spreadsheet Load Utility, you can significantly reduce the amount of data entry associated with performing a variety of tasks in TireMaster. With the Spreadsheet Load Utility, you retrieve a Microsoft® Excel® spreadsheet with multiple entries for a specific transaction type or activity, load the spreadsheet into TireMaster, and complete the task.

April 2022, Original Release

The Spreadsheet Load Utility can be used to perform the following transactions and activities:

Post journal entries

Create purchase orders

Enter vendor charges

Add and update price levels

Add and update inventory items

Mark vendor invoices for payment

Make customer balance adjustments (AR journal entries)

Apply ROAs that have already been entered

To load use the Spreadsheet Load Utility, you need to know how to do the following:

Prepare spreadsheets with Microsoft Excel

Create journal entries in TireMaster

Create purchase orders in TireMaster

Enter and process vendor charges in TireMaster

Create and update price levels in TireMaster

Add and update inventory items in TireMaster

Prepare and process AP payments in TireMaster

Create and post customer balance adjustments

Enter and apply received on account payments from customers

To use the Spreadsheet Load Utility, you need the following:

TireMaster 9.3.0 or newer installed on your computer

Microsoft Excel installed on your computer

Before you can install the Spreadsheet Load Utility, do one of the following to locate the installation program:

Access the automatically-deployed installer from the apps directory. For instructions, see Access Automatically-Deployed Installers.

Download the installer from the TireMaster Support site. For instructions, see Download the Spreadsheet Load Utility Installer.

Once you’ve located the installer, complete the installation. For instructions, see Complete the Spreadsheet Load Utility Installation.

If your TireMaster system is set up to download automatically-deployed installers as part of the nightly backup process, the installer for the Spreadsheet Load Utility is already available to you. Typically, installers are placed in one of the following locations:

c:\TireMaster\apps

c:\TMPOS\apps

d:\QDSTM\apps

c:\QDSTM\apps

d:\TireMaster\apps

d:\TMPOS\apps

To access automatically-deployed installers

1. Right-click and select File Explorer from the menu that appears.
2. In the Quick Access navigation pane, scroll to This PC.
Note: If File Explorer opened the This PC screen instead, disregard this step.
3. Double-click the letter or icon for the drive that TireMaster is installed in. (Usually, it’s the c: or d: drive.)
4. Double-click the TireMaster, qdstm, or tmpos program folder.
5. Double-click the apps folder, and locate the file TMSSLoad-01050000.exe. Once you have located the installer, complete the installation. For instructions, see Complete the Spreadsheet Load Utility Installation.

The installer for the Spreadsheet Load Utility is available for download from the TireMaster Support site. When you download the installer, save it on your TireMaster server. To log on to the TireMaster Support Site, you need your TireMaster customer number and password. If you no longer have that information, log an online support request via the online portal or by email.

To download the Spreadsheet Load Utility Installer

1. Close all applications.
2. Log on to support.tiremaster.com.
3. Type your customer number and password, and click Login. The Support Center home page opens.
4. Click Download Programs on the menu. The Download Center page opens.
5. Under Update Files, click the link for the Spreadsheet Load Utility. You’ll be prompted to save the file and possibly run the installation, depending on your browser.
6. Save the installer on your computer.
Note: Downloading the installer might take several minutes, depending on the speed of your internet connection.
7. Exit the TireMaster Support site.
8. Once you have finished downloading the installer, you can complete the installation. For instructions, see Complete the Spreadsheet Load Utility Installation.

After you’ve located the installer for the Spreadsheet Load Utility, you can complete the installation. Install the application on the TireMaster server and workstations.

To install

1. Right-click TMSSLoad-01050000.exe, and select Run as Administrator. A confirmation message appears.
2. Click Yes. The TireMaster - Installation Program screen opens.
3. Click OK. The TireMaster - Search Results screen opens.
4. Select the TireMaster location in which you want to install the interface, and click Install.
5. At the end of the installation, click Finish.

To ensure data can be successfully loaded into TireMaster, the spreadsheets created for the Spreadsheet Load Utility need to meet specific formatting requirements. To ensure your spreadsheets are formatted correctly, use templates (available for download) to create them.

The column names for journal entry spreadsheets need to match the field and column names on the Journal Entries screen in TireMaster. To create a journal entry spreadsheet, download the template, save it with a different name, and replace the data. For a copy of the journal entry spreadsheet template, click here.

Spreadsheets for creating new purchase orders need columns for the product codes and quantities of the items you want to order. To create a purchase order spreadsheet, download the template, save it with a different name, and replace the data. For a copy of the purchase order spreadsheet template, click here.

Spreadsheets for entering vendor charges need columns for nearly all of the fields on the Vendor Charge screen. To create a vendor charge spreadsheet, download the template, save it with a different name, and replace the data. For a copy of the vendor charge spreadsheet template, click here.

Spreadsheets for adding and updating price levels and price level discounts need to include the code for each price level you want to work with, along with columns for the fields and options on the Price Level Discount Edit screen. To create a price level spreadsheet, download the template, save it with a different name, and replace the data. For a copy of the price level spreadsheet template, click here.

Spreadsheets for adding and updating inventory items need columns that match the fields and options on the Inventory Maintenance screen’s General tab and Notes tab and the Site Prices and Quantity screen. To create an inventory spreadsheet, download the template, save it with a different name, and replace the data. For a copy of the inventory spreadsheet template, click here.

Note: When you create inventory spreadsheets, format the cells that contain product codes as text. Formatting product codes as text ensures items can be successfully added or updated, because any zeros at the beginning of the product codes will not be removed. For example, the product code 000001 will remain 000001 instead of being changed to 1.

Spreadsheets for working with AP Payments need columns for the vendor, invoice, amount, and marking the entries as paid. To create an AP Payment spreadsheet, download the template, save it with a different name, and replace the data. For a copy of the AP Payment spreadsheet, click here.

Spreadsheets for making customer balance adjustments (AR journal entries) need columns for the customers, reference numbers, amounts, and the GL accounts for the offsetting entries. To create a customer balance adjustment spreadsheet, download the template, save it with a different name, and replace the data. For a copy of the customer balance adjustment spreadsheet, click here.

Spreadsheets for applying ROAs (that have already been entered) need columns for customers, invoices or balance adjustments, payment amounts, and marking payments as applied. To create an ROA spreadsheet, download the template, save it with a different name, and replace the data. For a copy of the ROA spreadsheet, click here.

Note: To successfully load ROA spreadsheets, make sure the system control ROA Complete - Flag Old Invoices Selected (Customer tab) is set to No. Defining which documents to pay is done in the spreadsheet.

Once you’ve created your spreadsheets, you can load them into TireMaster and complete the corresponding tasks.

To use the Spreadsheet Load Utility

1. Select Interfaces > Spreadsheet Load. The Spreadsheet Load Utility opens.
2. Retrieve the spreadsheet you want to work with.
a. Click Open File.
b. Locate the spreadsheet on your computer, select it, and click Open.
Note: Spreadsheets must be closed before they can be loaded into TireMaster.
3. Depending on the type of data to be loaded from the spreadsheet, do one of the following:

For journal entries, click Read JE. Once journal entries have been loaded, they are available for viewing and posting on the Journal Entries screen.

Note: The message JE Created will be displayed next to the Read JE button until the journal entries are posted.

For purchase orders, click Read PO. When you’re prompted for a name, search for the vendor. Once purchase orders are loaded, they’re available in the PO System and the orders can be placed.

For vendor charges, click Read VC. Then click Process. Once the vendor charges have been loaded, they are available for viewing and completing on the Vendor Charges screen.

Note: The message VC Created will be displayed next to the Read VC button until the vendor charges are completed.

For price levels, click Read PL. Then click Process. Once price level information has been loaded, you can view the details on the various price levels screens.

For inventory, click Read Inv. Then click Process. Once the items have been added or updated, you can view them on the Inventory List or individually in Inventory Maintenance.

For payments, click Read Pay. Once the payments have been loaded, they are available for viewing on the AP Payment screen and can be processed.

For customer balance adjustments (AR journal entries), click Read AR. Once the balance adjustments have been loaded, they are available for viewing on the affected customers’ open item ledgers.

Note: The message XX Created will be displayed next to the Read AR button until the customer balance adjustments are completed.

For applying received on account payments (that have already been entered), click Read ROA. Once the spreadsheet has been loaded, open the customer records to verify that the invoices and balance adjustments have been fully paid or partially applied. When transactions are fully paid, they’re removed from the customer’s Open Item Ledger.

Note: To successfully load ROA spreadsheets, make sure the system control ROA Complete - Flag Old Invoices Selected (Customer tab) is set to No. Defining which documents to pay is done in the spreadsheet.
4. If you need to load additional spreadsheets, repeat steps 2 and 3.
5. When you’re done working with spreadsheets, click Close.