# Inventory Import / Export

<span style="color: rgb(45, 194, 107);">**Inventory Module&gt; Configuration&gt; Import&amp; Export Drop Down**</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-09/scaled-1680-/yCrimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-09/yCrimage.png)

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#### Basic Inventory Import/ Export

<span class="ts15">Inventory &gt; Configuration&gt; Inventory Setup</span><span class="ts15">&gt; Print</span>

<span class="ts0">Basic Export button: Exports the currently selected Inventory Item into an Excel file.</span>

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(3024).png)

<span class="ts0">This function is used to export the </span><span class="ts0">basic</span><span class="ts0"> inventory data out the system</span>

<span class="ts0">This is a summarized version contains less information than the master inventory export</span>

<span class="ts0">click print button , a</span><span class="ts0">n</span><span class="ts0">d select on the drop down the </span><span class="ts0">basic </span><span class="ts0">export</span>

<span class="ts0">the information will be exported to excel.</span>

---

#### Inventory Import/ Export

<span class="ts15">Inventory &gt; Configuration&gt; Inventory Setup</span><span class="ts15">&gt; Print</span>

<span class="ts0">Master Export button: to export complete list of inventory items to excel spread sheet. Please not that this does not use the search criteria.</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(3025).png)

<span class="ts0">This function is used to export the master inventory data out the system.</span>

<span class="ts0">This is detailed it contains more information than the basic inventory export</span>

<span class="ts0">click print </span><span class="ts0">button and select on the drop down the master export.</span>

<span class="ts0">the information will be exported to excel.</span>

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#### Inventory Properties Import/ Export

<span lang="EN-US" style="mso-ansi-language: EN-US;">This manual applies to updating the additional properties fields on the inventory item setup</span>

<span lang="EN-US" style="mso-ansi-language: EN-US;">To update the existing data in these fields, you will need to export the item list</span>

<span lang="EN-US" style="mso-ansi-language: EN-US;">To do this, go to **<span style="color: rgb(45, 194, 107);">Inventory Module&gt; Configuration&gt; Inventory Setup&gt; </span>**</span>

<span lang="EN-US" style="mso-ansi-language: EN-US;">Enter the filters required (if applicable) and click Search</span>

<span lang="EN-US" style="mso-ansi-language: EN-US;">Once the list of items is returned on screen, click the Import &amp; Export Drop down</span>

<span lang="EN-US" style="mso-ansi-language: EN-US;">And select Inventory Properties Import/ Export option</span>

**<span lang="EN-US" style="color: #002060; mso-ansi-language: EN-US; mso-no-proof: yes;">![Picture1.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/picture1.png)</span>**

<span lang="EN-US" style="mso-ansi-language: EN-US;">Click the export button on the screen that pops up</span>

<span style="mso-no-proof: yes;">![Picture2.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/picture2.png)</span>

<span lang="EN-US" style="mso-ansi-language: EN-US;">This will export the list of items in the correct import template</span>

<span lang="EN-US" style="mso-ansi-language: EN-US;"> </span><span lang="EN-US" style="mso-ansi-language: EN-US;">You can now edit the data in the respective columns</span>

<span lang="EN-US" style="color: #0070c0; mso-ansi-language: EN-US;">Note: Do not edit the Stock Code and Description fields</span>

<span lang="EN-US" style="mso-ansi-language: EN-US;">Once you have completed updating the data, save the file as a normal excel file.</span>

<span lang="EN-US" style="mso-ansi-language: EN-US;">Notes on edit data:</span>

<span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"><span style="mso-list: Ignore;">1.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span lang="EN-US" style="mso-ansi-language: EN-US;">Existing data in the field will be overwritten</span>

<span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;"><span style="mso-list: Ignore;">2.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span lang="EN-US" style="mso-ansi-language: EN-US;">If you wish to remove existing data in any field, delete the existing data and enter a space in that respective field.</span>

<span lang="EN-US" style="mso-ansi-language: EN-US;">Once the file has been edited and saved, you can now import the file back into the system which will update the items with the changes made.</span>

<span lang="EN-US" style="mso-ansi-language: EN-US;">To import, click the Import &amp; Export drop down</span>

<span lang="EN-US" style="mso-ansi-language: EN-US;">Select Inventory Properties Import/ Export option</span>

<span lang="EN-US" style="mso-ansi-language: EN-US;">Click on Select File</span>

<span lang="EN-US" style="mso-ansi-language: EN-US;">Search for the file you saved</span>

<span lang="EN-US" style="mso-ansi-language: EN-US;">Click Verify</span>

<span lang="EN-US" style="mso-ansi-language: EN-US;">This is to check for any errors</span>

<span lang="EN-US" style="mso-ansi-language: EN-US;">Click import Button</span>

<span style="mso-no-proof: yes;">![Picture3.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/picture3.png)</span>

<span lang="EN-US" style="mso-ansi-language: EN-US;">You should ideally have a successfully result on all functions</span>

<span lang="EN-US" style="mso-ansi-language: EN-US;">If so, click close</span>

<span lang="EN-US" style="mso-ansi-language: EN-US;">You can now check random item on the system to see that the changes have uploaded successfully.</span>

---

#### <span lang="EN-US" style="mso-ansi-language: EN-US;">Bin Location Import/ Export</span>

<span class="ts15"><span class="ts7">The function of this window is to bulk import stock item bin locations as well as minimum, maximum, preferred and reorder quantities.</span></span>

**<span class="ts15" style="color: rgb(45, 194, 107);">Inventory&gt; Configuration&gt; Inventory Setup</span>**

<span class="ts15">Click search to return the list of all items </span>

<span class="ts15">alternatively, enter the required filter and then search to limit the list of items return of a specific range</span>

Click the Import &amp; Export button

Select the Bin Location Import / Export

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-05/scaled-1680-/C5pimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-05/C5pimage.png)

<span class="ts7">Click the Export button</span>

<span class="ts7">This will export the listed items into excel with the require columns / fields</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-05/scaled-1680-/T9Nimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-05/T9Nimage.png)

<span class="ts7">Enter the required quantities in the respective columns and save the file</span>

<span class="ts7">Open the Bin location export / import function again</span>

<span class="ts7">Select the file you saved</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-05/scaled-1680-/8gRimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-05/8gRimage.png)

<span class="ts7">Click Verify button. Should return a successful result</span>

<span class="ts7">alternatively, click the Report button to view any errors</span>

<span class="ts7">Click Import Button. Should return successful result</span>

<span class="ts7">Click Close to exit this window.</span>

<span class="ts7">You can do random searches on the item setup to ensure all details have uploaded successfully</span>

---

#### <span lang="EN-US" style="mso-ansi-language: EN-US;">Bulk offers Import/ Export</span>

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#### <span lang="EN-US" style="mso-ansi-language: EN-US;">Bulk Discount Import/ Export</span>

This allows you to import and export bulk Discounts

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-09/scaled-1680-/Rctimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-09/Rctimage.png)

---

#### <span lang="EN-US" style="mso-ansi-language: EN-US;">Item Sales Reo Comm Import/ Export</span>

<span class="ts32">This function is used to update the sales rep item commission on multiple items</span>

<span class="ts32">You could have items that may have a different commission structure per sales rep</span>

<span class="ts32">This function allows you to update these commission structures in a bulk manner without having to edit each item and each rep setup individually</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-05/scaled-1680-/REAimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-05/REAimage.png)

<table border="1" id="bkmrk-1-the-heading-row-ca" style="border-collapse: collapse; width: 97.9012%; height: 339.2px;"><colgroup><col style="width: 5.53268%;"></col><col style="width: 94.4416%;"></col></colgroup><tbody><tr style="height: 29.6px;"><td style="height: 29.6px;">**1**</td><td style="height: 29.6px;"><span class="ts0">The heading row can be left in the import file.</span></td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">**2**</td><td style="height: 29.6px;"><span class="ts0">All values in red are compulsory.</span></td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">**3**</td><td style="height: 29.6px;"><span class="ts0">The Stock Code must be as it appears in the Inventory Module -&gt; Inventory Setup</span></td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">**4**</td><td style="height: 29.6px;"><span class="ts0">The SalesRep column can have either the Sales Reps name or the word Default.</span></td></tr><tr style="height: 57.6px;"><td style="height: 57.6px;">**4.1**</td><td style="height: 57.6px;"><span class="ts0">When the word Default is used the system will update the Commission % on the actual Stock Item </span><span class="ts0">with the specified percentage.</span>

</td></tr><tr style="height: 57.6px;"><td style="height: 57.6px;">**4.2**</td><td style="height: 57.6px;"><span class="ts0">When using the Sales Rep name, the Sales Rep name must be exactly as it appears in the</span>

<span class="ts0">Sales Rep Commission -&gt; Sales Rep Entity.</span>

</td></tr><tr style="height: 35.2px;"><td style="height: 35.2px;">**5**</td><td style="height: 35.2px;"><span class="ts0">The Active column must be either a 1 or 0 when a Sales Rep name is specified.</span>

</td></tr><tr style="height: 35.2px;"><td style="height: 35.2px;">**5.1**</td><td style="height: 35.2px;"><span class="ts0">The Active value will be ignored if the Sales Rep column contains the word Default</span>

</td></tr><tr style="height: 35.2px;"><td style="height: 35.2px;">**6**</td><td style="height: 35.2px;"><span class="ts0">The import file must be saves as a CSV file.</span>

</td></tr></tbody></table>

<span class="ts0">Below is an example of the template layout for the import file.</span>

<div class="block0" id="bkmrk-stockcode-descriptio"><table class="tbl8"><tbody><tr class="row0"><td class="cell0"><span class="ts0">StockCode</span>

</td><td class="cell1"><span class="ts0">Description</span>

</td><td class="cell2"><span class="ts0">SalesRep</span>

</td><td class="cell3"><span class="ts0">Percentage</span>

</td><td class="cell0"><span class="ts0">Active</span>

</td></tr><tr class="row0"><td class="cell0"><span class="ts0">PEN001</span>

</td><td class="cell1"><span class="ts0">Red Pen</span>

</td><td class="cell2"><span class="ts0">John French / Default</span>

</td><td class="cell3"><span class="ts0">10</span>

</td><td class="cell0"><span class="ts0">1 / 0</span>

</td></tr></tbody></table>

</div>---

#### <span lang="EN-US" style="mso-ansi-language: EN-US;">Endophyte Type1 Import/ Export</span>

Import the list of Facts at the inventory item setup screen

File to be imported is saved as Excel

[![image.png](https://hugeerp.co.nz/manual/uploads/images/gallery/2023-08/scaled-1680-/i8bimage.png)](https://hugeerp.co.nz/manual/uploads/images/gallery/2023-08/i8bimage.png)


##### Export Facts

Export to see all list of Facts for items

Exports in single line for each Facts per item

If an item has 5 Facts linked to it, the export will export five lines repeating the item code

[![image.png](https://hugeerp.co.nz/manual/uploads/images/gallery/2023-08/scaled-1680-/NrWimage.png)](https://hugeerp.co.nz/manual/uploads/images/gallery/2023-08/NrWimage.png)


##### Import is done in two methods:

1. Simple row by row
2. Combination of all the endophytes with the separator

<table border="0" cellpadding="0" cellspacing="0" id="bkmrk-itemcode-itemdescrip" style="border-collapse: collapse; width: 774px; height: 148.984px;" width="821"><colgroup><col style="width: 85.25px;" width="126"></col> <col style="width: 123.25px;" width="131"></col> <col style="width: 94.25px;" width="116"></col> <col style="width: 77.25px;" width="90"></col> <col style="width: 52.25px;" width="61"></col> <col style="width: 60.25px;" width="77"></col> <col style="width: 89.25px;" width="90"></col> <col style="width: 165.25px;" width="130"></col> </colgroup><tbody><tr style="height: 29.7969px;"><td class="xl63" height="20" style="height: 29.7969px; width: 95pt;" width="126">**ItemCode**</td><td class="xl63" style="border-left: none; width: 98pt; height: 29.7969px;" width="131">**ItemDescription**</td><td class="xl63" style="border-left: none; width: 87pt; height: 29.7969px;" width="116">**Fact Code**</td><td class="xl63" style="border-left: none; width: 68pt; height: 29.7969px;" width="90">**Predicted**</td><td class="xl63" style="border-left: none; width: 46pt; height: 29.7969px;" width="61">**Fact**</td><td class="xl63" style="border-left: none; width: 58pt; height: 29.7969px;" width="77">**Value**</td><td class="xl63" style="border-left: none; width: 68pt; height: 29.7969px;" width="90">**Percentage**</td><td class="xl63" style="border-left: none; width: 98pt; height: 29.7969px;" width="130">**Comment**</td></tr><tr style="height: 29.7969px;"><td class="xl64" height="20" style="height: 29.7969px; border-top: none;"><span style="background-color: rgb(191, 237, 210);">ABC001</span></td><td class="xl65" style="border-top: none; border-left: none; height: 29.7969px;"> </td><td class="xl65" style="border-top: none; border-left: none; height: 29.7969px;">A</td><td class="xl65" style="border-top: none; border-left: none; height: 29.7969px;">1/0</td><td class="xl65" style="border-top: none; border-left: none; height: 29.7969px;">1/0</td><td align="right" class="xl65" style="border-top: none; border-left: none; height: 29.7969px;">50</td><td align="right" class="xl65" style="border-top: none; border-left: none; height: 29.7969px;">40</td><td class="xl65" style="border-top: none; border-left: none; height: 29.7969px;"> </td></tr><tr style="height: 29.7969px;"><td class="xl64" height="20" style="height: 29.7969px; border-top: none;"><span style="background-color: rgb(191, 237, 210);">ABC001</span></td><td class="xl65" style="border-top: none; border-left: none; height: 29.7969px;"> </td><td class="xl65" style="border-top: none; border-left: none; height: 29.7969px;">B</td><td class="xl65" style="border-top: none; border-left: none; height: 29.7969px;"> </td><td class="xl65" style="border-top: none; border-left: none; height: 29.7969px;"> </td><td class="xl65" style="border-top: none; border-left: none; height: 29.7969px;"> </td><td class="xl65" style="border-top: none; border-left: none; height: 29.7969px;"> </td><td class="xl65" style="border-top: none; border-left: none; height: 29.7969px;"> </td></tr><tr style="height: 29.7969px;"><td class="xl64" height="20" style="height: 29.7969px; border-top: none;"><span style="background-color: rgb(191, 237, 210);">ABC001</span></td><td class="xl65" style="border-top: none; border-left: none; height: 29.7969px;"> </td><td class="xl65" style="border-top: none; border-left: none; height: 29.7969px;">C</td><td class="xl65" style="border-top: none; border-left: none; height: 29.7969px;"> </td><td class="xl65" style="border-top: none; border-left: none; height: 29.7969px;"> </td><td class="xl65" style="border-top: none; border-left: none; height: 29.7969px;"> </td><td class="xl65" style="border-top: none; border-left: none; height: 29.7969px;"> </td><td class="xl65" style="border-top: none; border-left: none; height: 29.7969px;"> </td></tr><tr style="height: 29.7969px;"><td class="xl66" height="20" style="height: 29.7969px; border-top: none;"><span style="background-color: rgb(194, 224, 244);">ABC001</span></td><td class="xl65" style="border-top: none; border-left: none; height: 29.7969px;"> </td><td class="xl65" style="border-top: none; border-left: none; height: 29.7969px;">A|B|C</td><td class="xl65" style="border-top: none; border-left: none; height: 29.7969px;">1/0</td><td class="xl65" style="border-top: none; border-left: none; height: 29.7969px;">1/0</td><td align="right" class="xl65" style="border-top: none; border-left: none; height: 29.7969px;">50</td><td align="right" class="xl65" style="border-top: none; border-left: none; height: 29.7969px;">40</td><td class="xl65" style="border-top: none; border-left: none; height: 29.7969px;"> </td></tr></tbody></table>

File must contain the headers.

<table border="1" id="bkmrk-item-code-item-code-" style="border-collapse: collapse; width: 90.1235%; height: 206.766px;"><colgroup><col style="width: 24.8455%;"></col><col style="width: 75.1545%;"></col></colgroup><tbody><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**Item Code**</td><td style="height: 29.7969px;">Item code of the item</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**Item Description**</td><td style="height: 29.7969px;">Item description (this will not update the item description</td></tr><tr style="height: 57.7812px;"><td style="height: 57.7812px;">**Endophyte Code**</td><td style="height: 57.7812px;">The code of the Fact

Can be entered a single code or multiple code with separator

</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**Predicted**</td><td style="height: 29.7969px;">indicated with a 1 for tick on (Yes) or 0 No</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**Fact**</td><td style="height: 29.7969px;">indicated with a 1 for tick on (Yes) or 0 No  
</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**Value**</td><td style="height: 29.7969px;">Enter a value</td></tr><tr><td>**Percentage**</td><td>Enter as a value and not as a percentage</td></tr><tr><td>**Comment**</td><td>Enter a comment</td></tr></tbody></table>

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#### <span lang="EN-US" style="mso-ansi-language: EN-US;">Family Tree Import/Export</span>

This button allows for a user to import or export the family tree details

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-09/scaled-1680-/ug1image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-09/ug1image.png)

---

#### <span lang="EN-US" style="mso-ansi-language: EN-US;">Pricing Level Import/ Export</span>

<span class="ts15">Inventory &gt; Configuration&gt; Inventory Setup</span><span class="ts15">&gt; Print</span>

<span class="ts0">This function is used to export the </span><span class="ts0">pricing level </span><span class="ts0">information out the system</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-09/scaled-1680-/hQJimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-09/hQJimage.png)

---

#### <span lang="EN-US" style="mso-ansi-language: EN-US;">Replacement Item Import/ Export</span>

<span class="ts0">This function is used to import and export the replacement item</span><span class="ts0"> </span><span class="ts0">information out of the system</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-09/scaled-1680-/aOCimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-09/aOCimage.png)

---

#### <span lang="EN-US" style="mso-ansi-language: EN-US;">Unit of Measure Link Import/ Export</span>

<span class="ts0">This function is used to import and export the unit of measure</span><span class="ts0"> </span><span class="ts0">information out of the system</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-09/scaled-1680-/w8Jimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-09/w8Jimage.png)

---

#### <span lang="EN-US" style="mso-ansi-language: EN-US;">Supplier Item Link Import/ Export</span>

<span class="ts0">This function is used to import and export the supplier item link</span><span class="ts0"> </span><span class="ts0">information out of the system</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-09/scaled-1680-/Rskimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-09/Rskimage.png)

---

#### <span lang="EN-US" style="mso-ansi-language: EN-US;">Customer Item Code Import/ Export</span>

<span lang="EN-US" style="mso-ansi-language: EN-US;"><span class="ts0">This function is used to import and export the customer item code </span><span class="ts0">information out of the system</span></span>

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#### <span lang="EN-US" style="mso-ansi-language: EN-US;">Wastage Item Import/ Export</span>

<span lang="EN-US" style="mso-ansi-language: EN-US;"><span class="ts0">This function is used to import and export the wastage item </span><span class="ts0">information out of the system</span></span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-09/scaled-1680-/v7Gimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-09/v7Gimage.png)

---

#### Xero Check duplicate items  


<span lang="EN-US" style="mso-ansi-language: EN-US;"><span class="ts0">This function allows a user to check duplicate items on Xero</span></span>

<span lang="EN-US" style="mso-ansi-language: EN-US;"><span class="ts0">This only you have Xero integration</span></span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-09/scaled-1680-/8uWimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-09/8uWimage.png)

---

#### <span lang="EN-US" style="mso-ansi-language: EN-US;">Shopify Check duplicate items</span>

<span lang="EN-US" style="mso-ansi-language: EN-US;"><span class="ts0">This will enable you to check any duplicated items on Shopify</span></span>

<span lang="EN-US" style="mso-ansi-language: EN-US;"><span class="ts0">This will only work if you have an integration with Shopify</span></span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-09/scaled-1680-/005image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-09/005image.png)