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Exporting the current Inventory Items

Importing the Inventory from a spreadsheet has a limit of 5000 records for import

On this page:

Table of Contents
excludeOverview

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Step 2: Copy your inventory items into the template ****NOTE limit your upload number of lines to lots of 5000 inventory items.

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

Inventory Item 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.


                                                                                                                                         Example Inventory Item Import file formats

                                                                                                                    

Step 3: Upload an excel documentdocument  

****NOTE limit your upload number of lines to lots of 5000 inventory items.

Select the file being edited which by default is in Downloads Folder but this may vary depending on browser settings.

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Step 3: Edit your inventory items file

****NOTE limit your upload number of lines to lots of 5000 inventory items.

Edit your items spreadsheet.

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To watch the video on how to edit Inventory Items click here

****NOTE limit your upload number of lines to lots of 5000 inventory items.

Edit your items spreadsheet.

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