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Inventory Import / Export

Import and Export Drop Dow

Inventory Module> Configuration> Import& Export Drop Down

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Basic Inventory Import/ Export

Inventory Import/ Export

Inventory Properties Import/ Export

This manual applies to updating the additional properties fields on the inventory item setup

To update the existing data in these fields, you will need to export the item list

To do this, go to Inventory Module> Configuration> Inventory Setup>

Enter the filters required (if applicable) and click Search

Once the list of items is returned on screen, click the Import & Export Drop down

And select Inventory Properties Import/ Export option

 

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Click the export button on the screen that pops up

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This will export the list of items in the correct import template

 You can now edit the data in the respective columns

Note: Do not edit the Stock Code and Description fields

Once you have completed updating the data, save the file as a normal excel file.

Notes on edit data:

1.      Existing data in the field will be overwritten

2.      If you wish to remove existing data in any field, delete the existing data and enter a space in that respective field.

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.

To import, click the Import & Export drop down

Select Inventory Properties Import/ Export option

Click on Select File

Search for the file you saved

 

Click Verify

This is to check for any errors

 

Click import Button

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You should ideally have a successfully result on all functions

If so, click close

You can now check random item on the system to see that the changes have uploaded successfully.

 

Bin Location Import/ Export

 

 

Bulk offers Import/ Export

 

 

 

Bulk Discount Import/ Export

 

 

Item Sales Reo Comm Import/ Export

 

 

 

 

Endophyte Type1 Import/ Export

 

 

Fmaily Tree Import/Export

 

 

Pricing Level Import/ Export

 

 

Replacement Item Import/ Export

 

 

 

 

 

 

 

 

Customer Item Code Import/ Export

 

 

Wastage Item Import/ Export

 

 

Xero Check duplicate items

 

 

Shopify Check duplicate items

 

 

 

 

 

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