Importing

Importing - Assembly Item Purpose:  The Assembly Item Import type is used to Create new Assembly type Items OR update Assembly type items.  Required Fields:  New Items: Name, UOM or UOM SET...

Importing Tips Templates: Here is a Zip file with all the templates we have built over time. These templates have many of the more common fields but not all the available fields for each import type.  import templates.zip We do strongly reco...

Importing -Barcodes Purpose:  The Barcodes imports allows the ability to add barcodes to items for the purposes of Unit of Measure Conversion. For Instance a Crate of an item is received. A Barcode can be used to represent a cra...

Importing - Bin Purpose:  This import type allows users to add Bins to Warehouses. You can also use the import to update existing Bins and change the Active and Available status.  Required Fields:  New Ite...

Importing - Bin Quantity Import Purpose:  The Bin Qty import is designed to allow users to add Items, Qty and select the from and To Bins to Adjustments and Transfers.  Required Fields:  New Items: Tran Ty...

Importing - BOM Component Purpose:  The BOM Component Import allows users to import to add or update Components in an existing Bill of Materials. For this type of import you need the Step ID to identify which step you are adding...

Importing - BOM Easy Purpose:  This import easily allows you to add Steps and or components to an existing Bill of Materials. This import is designed to add Steps and Components and not to Modify existing ones.  Requ...

Importing -Non Inventory Items Purpose:  To Add or update Non-Inventory type Items. If updating existing Items you must use the ID Method Required Fields:  New Items: Expense Account, Income Account, UO...

Importing - BOM Step Purpose:  The BOM Step Import allows users to import to add or update Steps in an existing Bill of Materials. For this type of import you need the Step ID to identify which step you are updating or the BOM I...

Importing - Cart Item Purpose:  The Cart Item import is designed to allow adding of items into an existing B2B cart for a customer. This is typically used if a customer calls to confirm the items in the cart prior to placing and...

Importing - Category Purpose:  The Category import is designed to add in Categories in bulk. This saves the user from having to manually add each. Required Fields:  New Categories: Name  Existing Categories:  ID and field(s) you a...

Overview The Inventory Aging date is commonly misunderstood. Because of this we have put together an explanation of how that is calculated here:  Aging DEPENDs on the ledger.  So ledger must be completely recorded You CANNOT have negative inv...

Importing - Consignment Line Item Purpose:  This import is designed to add lines or update existing lines on an consignment. For this to work The Consignment MUST already exist so that the Consignment number can be added as a field on the imp...