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File Upload & Import Process

Click the Select File button to open the file browser and locate the file you want to import.
Click Upload to send the file to the server and start the import process.

Quantity Multiplier Option

  • You have the option to multiply quantities during import. This will adjust both the budget quantity and the managed quantity.

  • The default value is 1, but this can be changed before uploading the file.

When to Use

This feature is ideal when importing a recipe or BOM set up for a single unit. The multiplier allows you to scale the quantities automatically during import, saving time and ensuring accuracy.

Please Note

  • The file must be in .CSV format using semi-colon (;) separation
  • The file must include headers, however these will be ignored during import
  • If any errors occur, they will be recorded in the log
    • Please correct the errors and restart the import process

Import Rules
  1. The CSV file must use semi-colon (;) separation
  2. Stock items take cost from the item setup, regardless of any cost entered in the file
  3. Stock items take the selling price from the Excel file
  4. If the stock item selling price is blank, it defaults to the item setup value
  5. Custom and Service items take both cost and selling price from Excel
  6. If cost and selling are blank for Custom or Service items, values default to item setup
  7. If a Service item uses time allocation and an employee rate is set, cost is taken from user setup rates (1, 2, or 3)
  8. If cost is set to zero (0), it will be imported as zero
  9. If Managed Qty is blank, the line is added as Not Started
  10. If Managed Qty has a value, the line is added as Active
  11. If there is no stock on hand, the line will be added but not managed
  12. If the Required Date is blank, the system uses the current date
  13. Dates must be in the format: YYYY-MM-DD (e.g. 2020-04-05)
  14. If the Employee field is blank, it will remain blank
  15. The Employee field uses the login ID
  16. If the Rate field is blank (with an employee), it remains blank
  17. Set Rate to 1, 2, or 3 to use the corresponding user setup rate
  18. If both Employee and Rate are set for a Service item, cost is taken from the user setup rate
  19. Description is imported from Excel
  20. If Description is blank, it defaults from item setup
  21. Set Is Complete = 1 to mark the line as complete
  22. For stock items, the correct Warehouse Code must be provided
  23. Drawing is a free text field
  24. Comment is a free text field

CSV File Template

Below is the required structure for the CSV import file. Ensure the file is saved with semi-colon (;) separators.

ItemCode;Description;Quantity;Cost;Selling;ManagedQty;RequiredDate;Employee;Rate;IsComplete;WarehouseCode;Drawing;Comment

ITEM001;Sample Stock Item;10;;25.00;10;2026-06-01;jbloggs;1;0;MAIN;DRW001;Standard item
SERV001;Labour Task;5;50.00;75.00;5;2026-06-02;asmith;2;0;;;Installation work
CUST001;Custom Item;2;20.00;40.00;;2026-06-03;;;0;;Custom ref;Special notes

Field Overview

  • ItemCode – Stock, Service, or Custom item code
  • Description – Item description (optional if using item setup)
  • Quantity – Budget quantity
  • Cost – Cost value (rules apply depending on item type)
  • Selling – Selling price
  • ManagedQty – Quantity to manage on the job
  • RequiredDate – Format: YYYY-MM-DD
  • Employee – User login ID
  • Rate – 1, 2, or 3 (user setup rate)
  • IsComplete – 1 = Complete, 0 = Not complete
  • WarehouseCode – Required for stock items
  • Drawing – Free text field
  • Comment – Free text field
Key Notes
  • Leave fields blank where not applicable
  • Ensure formatting matches the rules provided
  • Validate data before importing to reduce errors
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