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Step 1: Download our inventory items template file
Exports the current Inventory Items to an XLSX format spreadsheet.
Step 2: Copy your inventory items into the template
The values can then be edited in the spreadsheet. Columns to the left of the Operation column cannot be deleted and additional columns cannot be inserted. If additional columns are required these need to be to the right of the Operation column.
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Before the import can be done it's good to have all all referenced data such as Materials, Material Types, Price Grids, Cost Grids, Discount Grids imported. For details on importing this data refer to Inventory Settings
Code & Description
For items that are made up of Material, Material Type and Colour the Code and Description are automatically created using a concatenation of the their descriptions and the column headings get have an * (astrix) on the end to indicate this, if it is desired to not use the default then remove the * from the heading.
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Step 3: Upload an excel document
Select the file being edited which by default is in Downloads Folder but this may vary depending on browser settings.
Once file is selected the Upload button will show. Click to confirm file upload of selected file.
Step 4: Import the updated options layout template file
Choose Sheets from the list to be imported and validated. The list shows those sheets recognised by the Sheet (tab) Name.
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Confirm import
To see a list of items and save click arrow on left. The Save button is at the bottom left of list.
Import Error Messages
If there are errors in the imported data there is a separate error section below the valid data section and the Save button will be disabled. To see a list of items and save click arrow on left.
Duplicate PKID error
This happens when the Inventory Item is already loaded to BUZ and has a PKID
Inventory Item Code can't be generated by BUZ
The Inventory Group ADFABRICSANDCOLOUR is more than 4 Characters.
| BUZ location | Maximum code |
|---|---|
| Inventory Group | 5 characters |
| Description1 (Material) | M + 3 characters |
| Description2 (Material Type) | T + 3 characters |
| Description3 (Colour) | 1st character of the description + 3 characters |
Description column error
Due to a description column having no data
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Manually adding an Inventory Item to BUZ
Settings → Inventory Items → New Item
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Deactivating Inventory Items
This is the same process as above adding an Inventory Item EXCEPT in the Operation column use D = Deactivation
Settings → Inventory Items → Import/Export
Explanation of Inventory item spreadsheet
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