Using CG-Automator

Using CG-Automator

You can set up Windows Scheduler to work with CostGuard to automate the following:

 
Here is how:

1. Create your tasks in CostGuard.

If you have a multi-unit setup and are running tasks and importing unique files into each unit, remember to set up a unique task for each unit.

Click CG-Automator/ Tasks and Setup:
 
auto 1
 
Click ADD to create a new task:
 
auto2
 
Choose your Task and set up the parameters:
 
auto 2
 

Instructions for each specific CG-Automator Task

 

Usage Variance
Days on Hand
Sales Mix Import
Bulk Transfer Import
VendorTransport Import Text/CSV
VendorTransport Import Excel
 
 

 

Windows Task Scheduler

Once you have set up your tasks in CostGuard you will need to set Windows Task Scheduler to run the tasks in CG-Automator. This only needs to be done once. Here are directions for using Windows Task Scheduler.
 
 
 
 
 


 
 

Usage Variance

auto variance


 
 

Days on Hand

days on hand


 
 

Sales Mix Import

If you have a multi-unit setup and are running the POS Import using individual POS import files from each unit, remember to set up one task for each unit.
Task 2


 
 

Bulk Transfer Import


 
 

VendorTransport Text/CSV

If you have a multi-unit setup and are running the VendorTransport import using unique files for each unit, remember to set up one task for each unit.
VT Import Text


 

VendorTransport Excel Import

If you have a multi-unit setup and are running the VendorTransport import using unique files for each unit, remember to set up one task for each unit.
VT import excel

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