Adding Inventory Items
To watch the video on
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how to add new Inventory Items, click here.
Purpose
The purpose of this page is to show you This page explains how to add an inventory item items via excelExcel. This method is useful when helpful for creating multiple inventory items as the process can save efficiently, saving you time and effort. There is another option for adding an inventory items which is by creating them individually in using BUZ - Alternatively, you can add inventory items individually using BUZ. Click here for more information.
Execution
Before adding inventory items, ensure you need to have setup set up a group for the inventory items to live. If you think them. Think of a Group as a folder, the with inventory items would be as files within that are in the foldersfolder.
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There are two types of groups
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: Material and Components. This does not mean that you need to add those types of items to the groups.
Click here for more information about groups.
Navigate to the
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Inventory Items Area:
Go to Settings → Inventory Items → Import/Export.
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Select Export Inventory Items.
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Choose the Groups you wish to download.
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you have the option to You can select multiple groups by holding ctrl Ctrl while selecting the groups.
Another handy option is to do a search for the Group, simply hold ctrl + f and a text box will appear Search for a Group:
Use Ctrl + F to open a search box at the top right corner
of the screen
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.
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Export and Download:
After selecting the Group(s), click Export. An Excel file will download to your computer.
Open the
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Excel File:
Select the required tab
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. You will
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see a large table with 41 active columns, but not all
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are mandatory.
The image below is for reference only.
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For now, I will show you the basic essential guide to adding inventory, for information about inventory
Detailed inventory items contain information relating to Purchase Ordering.
Basic Guide to Adding Inventory
For detailed inventory items, click here (soon). Detailed inventory items contain include information relating related to Purchase Ordering.
Fabrics/Materials and Components/
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As previously discussed there are 2 Services
There are two types of Inventory inventory items: Fabrics and Components/Options
The main different between the 2 is how the layout of which you enter the information
Fabric
For Fabrics you will need to fill . The layout for entering information differs between them.
Fabric:
Fill out columns D, E, F, and AO.
Column AO
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A - Add
E - Edit
D - Deactivate
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indicates the action:
Add (A),
Edit (E), or
Deactivate (D).
If left empty, BUZ will ignore the line.
Columns A, B, and C will be populated by BUZ
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.
Optional: Enter codes for Price, Cost, and/or Discount
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grids in columns G, H, and I
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.
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Components/Options
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For Components the information required differs
Previously BUZ would create a Code and Description, but for components we only need a Code and description, the :
Fill out columns B, C, and AO.
Column AO indicates the action: Add (A), Edit (E), or Deactivate (D). If left empty, BUZ will ignore the line.
Leave Column A empty.
Optional: Enter codes for Price, Cost, and/or Discount grids in columns G, H, and I.
The Code must be in capital letters,
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without special characters or spaces.
Code cannot contain any special characters !@#$%^&<>?
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The description will
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appear in
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order and
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quote templates if selected
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Leave Column A empty
Complete Column B, C and AO
Optional G,H and I
Column AO informs BUZ that you are adding, editing or deactivating information on that line, if you leave it empty BUZ will ignore this line.
A - Add
E - Edit
D - Deactivate
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.
Final Steps
Once you have entered the information into the sheet, save it to the your computer and follow . Follow the instruction instructions in BUZ to upload the sheet into the system
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. You have now successfully added inventory to BUZ
Click here to find out
How to Edit inventory items (soon)
If you had an error when uploading click here for a list of possible solutions.
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Other pages that might help after completing this