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     Settings  →  Inventory Items   →  Import/Export

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Step 1: Download our inventory items template file

Exports the current Inventory Items to an XLSX format spreadsheet.

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Step 2: Copy your inventory items into the template

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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

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Once imported the validation screen is displayed.

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Import Error Messages

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Each Group has to be saved individually, there is no Save All option.

Step 5: Import the updated options layout template file


Explanation of Inventory item spreadsheet

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