Inventory Imports

You can add inventory items by importing them into your database. The preferred file format is an Excel spreadsheet but you can also import a CSV formatted file.

• Access inventory via setup for a single location or enterprise setup for a multi-location if you wish to import the inventory to the enterprise and have the information populate the chosen locations. This feature is not available if you access inventory from the utilities menu.
• Click the Inventory Import button in the action group of the ribbon.
• The inventory import dialog will open. Click on the Select to select the file containing the inventory you wish to import.
• Click Next.
• A preview of the data in the spreadsheet will display.
• Worksheet - Select the worksheet within your spreadsheet that contains the data you wish to import.
• First row is header - Check this box if the first row of data is a header. This will prevent the header row from being imported.  It is recommended that your data contain a header row as it makes it much easier to identify each field in the worksheet.
• Each column within the worksheet will display with either generic names of the header data. Click the drop down under each column header to select the field within the Software to map it to. <Not Mapped> indicates that the column is not matched up to an inventory field in the Software. The available inventory fields that can be populated on an inventory import are: part number, description, manufacturer, code, size, grid, low order, high order, buy factor, cost, cost core, MSRP, MSRP core, sell fractional quantity, and core unit. If importing to the enterprise, lock sell is also an option and the value on the import data should be Y or N.
• Click Next. You can click the Back button at any time to go back one step or Cancel to abort.
• Service Category - Select the service category from the drop down to which the inventory will be imported.
• Default Supplier  - Select the supplier from the drop down that will be assigned to the imported inventory.
• Unit Conversion - Select the unit conversion to assign from the drop down list.
• Group - Select the group to assign from the drop down list.
• Price Effective - Select the price effective date from the calendar drop down. Note that this option will only display if the "Show advanced inventory price editing tools" option is enabled in location settings.
• Click Next. You can click the Back button at any time to go back one step or Cancel to abort.
• Click Start to begin the import. You can click the Back button at any time to go back one step or Cancel to abort.
• The import will begin and a status bar will display the progress. When finished it will read, "Inventory import completed...". Click on the Close button.

Errors:

If there are any errors in your import you will be prompted that it is the case. A common problem is trying to import data with the source spreadsheet open. The Software needs full access to the spreadsheet so it should be closed before importing.

A spreadsheet will be created with the same name as the source spreadsheet with "invalid" appended to it when items in the source data were not successfully imported so you can easily identify them.