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Last Updated: 03/30/2026
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Importing - Reorder Point by Location
Purpose:
This import type allows users to set the Reorder Point, Reorder Amount and Max Qty of an Item by Location.
Required Fields:
New Records: Location, Item
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Last Updated: 03/30/2026
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Importing - Related Items
Purpose:
This import type allows users to add Related Items to Primary Items and the relationship type.
Required Fields:
New Records: Primary Item, Related Item, Related Item T...
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Last Updated: 03/30/2026
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Importing - Receiver Line
Purpose:
This import is designed to add lines or update existing lines on a Receiver. For this to work the Receiver MUST already exist so that the Receiver number can be added as a field on the import...
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Last Updated: 03/30/2026
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Importing - Quote
Purpose:
This import allows a user to import to create the header of a Quote or multiple Quotes all at once.
Required Fields:
New Records: Customer, Ship To
Existing Lines: No
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Last Updated: 03/30/2026
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Importing - Purchase Order Line
Purpose:
This import is designed to add lines or update existing lines on a Purchase Order. For this to work the Purchase Order MUST already exist so that the Purchase order number can be added ...
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Last Updated: 03/30/2026
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Importing - Purchase Order Easy
Purpose:
This import type is designed to create new Purchase Orders and Add line Items in one shot.
Required Fields:
New Items: No, Vendor, Item, Qty, Date
Exi...
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Last Updated: 03/30/2026
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Importing - Part Item
Purpose:
This import type is designed to create new Part type items or update existing Part type items.
Required Fields:
New Items: Name, UOM or UOM SET, Group
Exi...
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Last Updated: 03/30/2026
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Importing - Package Item
Purpose:
This import is designed to add lines into a package on a Ship Doc.
Required Fields:
New records: Item, Line No. , Package Id
Existing records: N/A
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Last Updated: 03/30/2026
in Importing
Importing - Manufacturer
Purpose:
This import type is designed to allow a user to import Manufacturers into the profile list in bulk.
Required Fields:
New Records: Name
Existing Records: ID
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Last Updated: 03/30/2026
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Importing - Lot or Serial Qty
Purpose:
The Lot or Serial Qty import is designed to allow users to add Items, Lot or Serial number and Qty to existing transactions.
Required Fields:
New Records: Item, Lot/Ser...