Table of Contents

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1. Check your spreadsheet is in the layout attached (note column headings are important)
2. Ensure all the following has been done already
   1. All the Article Categories in the spreadsheet have already been created in the system
   2. All suppliers have been created in the system - the supplier column contains the supplier code
   3. You have adhered to the field limit for all the fields being uploaded

Import to Test - before importing to live

To avoid a difficult process of removing the articles imported - first test the upload and the results you get in test.

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Import to Test - before importing to live

To avoid a difficult process of removing the articles imported - first test the upload and the results you get in test.

Check some of the transactions you expect to make - sales orders, etc.

How to import

To import More than 7,000 rows (depending on the number of columns) may time out - so aim for about 3,500 at a time

How to import

To import Articles to the system - note you will need the Secure Feature "Is Stock Manager"

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Action - Import Stock Articles

Then check the results. 

Importing Articles using supplier specific layouts

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<ul style="line-height: 20.8px;">_x000D_
	<li>&nbsp; Double Poly/cotton/Spandex</li>_x000D_
	<li>&nbsp; Roll-up long-sleeve with 1-button tab</li>_x000D_
	<li>&nbsp; Double back yoke</li>_x000D_
	<li>&nbsp; Triple-needle stitching</li>_x000D_
	<li>&nbsp; 2 front pockets with flaps</li>_x000D_
	<li>&nbsp; Available in gray, white or black</li>_x000D_
	<li>&nbsp; Sizes S-2XL</li>_x000D_
</ul>_x000D_

eg item profile

Image Removed

Importing Packs as a single row - both carton and each at the same time

Packs are a special type of Assembly - a SKU that breaks into a related smaller quantity.

1. A carton/sleeve cannot be included in an 'updates only' import as this is only updating existing items
2. Assembly must be "Pack"
3. The line must have a carton qty.
4. The SKU and the SKU suffixed with -S must not already be in the system.
5. The name must be prefixed with INNER, SLEEVE, SINGLE or SINGLE UNIT.
6. There will be no price breaks set up.
7. If any of the above rules are not met then the line will be processed but not as a carton/sleeve.

All of the columns entered will be saved in the sleeve item except:

1. Assembly will be No.
2. SKU will be suffixed with -S, unless it already has a -S suffix.
3. There will be no price breaks, i.e. inner, carton and pallet qty and buy and sell prices will be ignored.

The same information will be saved in the carton item except:

1. Assembly will be Pack.
2. SKU suffix of -S will be removed if present.
3. Name prefix of INNER, SLEEVE, SINGLE or SINGLE UNIT will be removed.
4. Default sell price will be carton sell price.
5. Default buy price will be carton buy price.
6. Average cost will av cost multiplied by carton quantity.
7. Pack size will pack size multiplied by carton quantity.
8. There will be no RRP or alternate buy price.
9. Assembly component quantity will be carton qty.
10. There will be no price breaks, i.e. inner and pallet qty and buy and sell prices will be ignored.

Price Breaks that are not a special type

Importing price breaks that are not a special type requires a separate sheet - import into prices tab

1. SKU
2. Qty
3. sellprice

Importing Symptom Prices

Provide a spreadsheet with five columns

1. SKU code of the Repair Item
2. Symptom (must match the Symptom Description in the Symptom Master List)
3. Likely Price - lower price
4. Alternate Price - higher price
5. Wholesale Price - price to charge the Stores

Drag the Excel File onto the Symptoms Page

Image Removed

Importing Stock Images

Provide a spreadsheet with two columns

1. SKU code in the system
2. URL for the related image

Image Removed

Importing Stock Min / Max levels by warehouse

The stock Articles must exist in the system (will get error messages for all articles that do not exist) + Users Must be Administrators of the system

Columns 

1. SKU
2. Min
3. Max

Warehouse screen > choose the warehouse > Drag XLS over the warehouse

Image Removed

Action > Import spreadsheet

For those interested - this is what the code looks like.

...

                        else if (col.Contains("depth") && col.Contains("carton")) iCartonDepth = i;
                        else if (col.Contains("width") && col.Contains("carton")) iCartonWidth = i;
                        else if (col.Contains("height") && col.Contains("carton")) iCartonHeight = i;
                        else if (col.Contains("barcode") && col.Contains("carton")) iCartonBarcode = i;

eg item profile

Image Added

Importing Packing Notes

The stock Articles must exist in the system (will get error messages for all articles that do not exist) + Users Must have Secure Features#IsStockManager

Columns 

1. SKU
2. PackingNotes

Stock > Stock Articles > Drag XLS over the screen > Action > Import PackingNotes.xlsx - SKUs updates only to the article

All items should be imported correctly

• If not copy the log and make corrections to the import file and import again

Importing Stock Min / Max levels by warehouse

The stock Articles must exist in the system (will get error messages for all articles that do not exist) + Users Must have Secure Features#IsStockManager

Columns 

1. SKU
2. Min
3. Max

Admin > Stock Warehouses > List (choose the warehouse> > Drag XLS over the warehouse > Action > Import items min/max to the warehouse

All items should be imported correctly

• If not copy the log and make corrections to the import file and import again

Importing Packs as a single row - both carton and each at the same time

Packs are a special type of Assembly - a SKU that breaks into a related smaller quantity.

1. A carton/sleeve cannot be included in an 'updates only' import as this is only updating existing items
2. Assembly must be "Pack"
3. The line must have a carton qty.
4. The SKU and the SKU suffixed with -S must not already be in the system.
5. The name must be prefixed with INNER, SLEEVE, SINGLE or SINGLE UNIT.
6. There will be no price breaks set up.
7. If any of the above rules are not met then the line will be processed but not as a carton/sleeve.

All of the columns entered will be saved in the sleeve item except:

1. Assembly will be No.
2. SKU will be suffixed with -S, unless it already has a -S suffix.
3. There will be no price breaks, i.e. inner, carton and pallet qty and buy and sell prices will be ignored.

The same information will be saved in the carton item except:

1. Assembly will be Pack.
2. SKU suffix of -S will be removed if present.
3. Name prefix of INNER, SLEEVE, SINGLE or SINGLE UNIT will be removed.
4. Default sell price will be carton sell price.
5. Default buy price will be carton buy price.
6. Average cost will av cost multiplied by carton quantity.
7. Pack size will pack size multiplied by carton quantity.
8. There will be no RRP or alternate buy price.
9. Assembly component quantity will be carton qty.
10. There will be no price breaks, i.e. inner and pallet qty and buy and sell prices will be ignored.

Price Breaks that are not a special type

Importing price breaks that are not a special type requires a separate sheet - import into prices tab

1. SKU
2. Qty
3. sellprice

Importing Symptom Prices

Provide a spreadsheet with five columns

1. SKU code of the Repair Item
2. Symptom (must match the Symptom Description in the Symptom Master List)
3. Likely Price - lower price
4. Alternate Price - higher price
5. Wholesale Price - price to charge the Stores

Drag the Excel File onto the Symptoms Page

Image Added

Importing Stock Images

Provide a spreadsheet with two columns

1. SKU code in the system
2. URL for the related image

Image Added

Importing Stock Min / Max levels by warehouse

The stock Articles must exist in the system (will get error messages for all articles that do not exist) + Users Must have Secure Features#IsStockManager

Columns 

1. SKU
2. Min
3. Max

Adnmin - Stock - Warehouses - List - choose the warehouse > Drag XLS over the warehouse

Image Added

Action > Import items min/max to the warehouse

All items should be imported correctly

If not copy the log and make corrections to the import file and import again

For those interested - this is what the code looks like.

  foreach (var c in excel.Columns)
 {
 if (c != null)
 {
 string col = c.ToLower();
 if (col.StartsWith("*"))
 {
 string profile = col.Substring(1);
 int? profileId = ItemProfile.GetByName(Session, profile, ItemProfile.Usages.ItemForSale);
 if (profileId.HasValue)
 {
 iProfiles.Add(i, profileId.Value);
 }
 else
 {
 Session.TextLog.add("Unknown custom profile " + col);
 }
 }
 else if (col == "category") iCat = i;
 else if (col.StartsWith("manufactur") || col == "supplier") iSupplier = i;
 else if (col == "brand") iBrand = i;
 else if (col == "range") iRange = i;
 else if (col == "name") iName = i;
 else if (col == "status") iStatus = i;
 else if (col == "uom") iUOM = i;
 else if (col.Contains("image") && col.Contains("url")) iImage = i;
 else if (col.Contains("warranty") && col.Contains("month")) iWarrantyMonths = i;
 else if (col.Contains("purchase") && col.Contains("multiple")) iPurchaseMultiple = i;
 else if (col.Contains("unit") && (col.Contains("qty") || col.Contains("quantity"))) iQtyUnit = i;
 else if (col.Contains("buy") && col.Contains("sell")) iBuySell = i;
 else if (col == "sku") iSKU = i;
 else if (col == "colour") iColour = i;
 else if (col == "size") iSize = i;
 else if (col.Contains("group") && (col.Contains("size") || col.Contains("colour"))) iGroup = i;
 else if (col.Contains("storage")) iStorage = i;
 else if ((col.Contains("style") && (col.Contains("group") || col.Length < 10)) || col == "productgroup") iStyleGroup = i;
 else if (col == "description") iDesc = i;
 else if (col.Contains("short") && col.Contains("description")) iShortDesc = i;
 else if (col.Contains("web") && col.Contains("description")) iWebDescription = i;
 else if ((col.Contains("web") || col.Contains("html")) && col.Contains("features")) iWebFeatures = i;
 else if (col.Contains("purchasing") && col.Contains("notes")) iPurchasingNotes = i;
 else if (col.Contains("sellprice")) iSellPrice = i;
 else if (col == "costprice" || col == "defaultbuyprice") iCostPrice = i;
 else if (col.Contains("cost") && col.StartsWith("av")) iavgCost = i;
 else if (col.Contains("price") && col.StartsWith("alt") && col.Contains("buy")) iAltBuyPrice = i;
 else if (col.Contains("rrp")) iRRP = i;
 else if (col.Contains("gst")) iGSTMode = i;
 else if ((col.Contains("their") || col.Contains("supplier")) && col.Contains("part") && col.Contains("number")) iSupplierRef = i;
 else if (col.Contains("supplier") && col.Contains("name") && (col.Contains("item") || col.Contains("part"))) iSupplierPartName = i;
 else if (col == "extref" || col == "ext ref" || col == "xref" || col.StartsWith("import")) iExtRef = i;
 else if (col == "dimunit") iDimUnit = i;
 else if (col == "width") iWidth = i;
 else if (col == "height") iHeight = i;
 else if (col.Contains("depth") && col.Contains("unit")) iUnitDepth = i;
 else if (col.Contains("width") && col.Contains("unit")) iUnitWidth = i;
 else if (col.Contains("height") && col.Contains("unit")) iUnitHeight = i;
 else if (col == "depth") iDepth = i;
 else if (col == "massunit") iMassUnit = i;
 else if (col == "netmass") iNetMass = i;
 else if (col == "grossmass") iGrossMass = i;
 else if (col.Contains("measure"))
 {
 if (col.Contains("unit")) iMeasureUnit = i; else iMeasure = i;
 }
 else if (col.Contains("sell") && col.Contains("rate")) iSellrate = i;
 else if (col == "barcode") iBarcode = i;
 else if (col == "assembly") iAssembly = i;
 else if (col.Contains("repair")) iRepairable = i;
 else if (col.Contains("serving") && col.Contains("size")) iServingSize = i;
 else if (col.Contains("name") && (col.Contains("pkg") || col.Contains("package"))) iPackageName = i;
 else if (col.Contains("size") && col.Contains("pack")) iPacksize = i;
 else if (col.Contains("packing") && col.Contains("factor")) iPackingFactor = i;
 else if (col.Contains("serving") && col.Contains("per") && col.Contains("pack")) iServPerPack = i;
 else if (col.StartsWith("ingredients")) iIngredients = i;
 else if (col.StartsWith("certification") || col.StartsWith("lifestyle"))
 {
 certifications.Add(i, col.Replace("certification", string.Empty));
 }
 else if (col.StartsWith("claims"))
 {
 dietaryClaims.Add(i, col.Replace("claims", string.Empty));
 }
 else if (col.StartsWith("nip") && !col.Contains("serve"))
 {
 int p = col.IndexOf("(");
 if (p > 0)
 {
 col = col.Substring(0, p - 1);
 }
 string text = col.Replace("nip", string.Empty).Replace(":", string.Empty).Trim();
 int nipId = ArticleNIPItem.IdForText(Session, text);
 if (nipId > 0) iNIP.Add(i, nipId); else Session.TextLog.add("No NIP item found for " + text);
 }
 else if (col.StartsWith("inner"))
 {
 if (col.Contains("qty") || col.Contains("quantity"))
 {
 iInnerQty = i;
 }
 else if (col.Contains("sell"))
 {
 iInnerSellPrice = i;
 }
 else
 {
 iInnerBuyPrice = i;
 }
 }
 else if (col.StartsWith("carton"))
 {
 if (col.Contains("qty") || col.Contains("quantity"))
 {
 iCartonQty = i;
 }
 else if (col.Contains("sell"))
 {
 iCartonSellPrice = i;
 }
 else
 {
 iCartonBuyPrice = i;
 }
 }
 else if (col.StartsWith("pallet"))
 {
 if (col.Contains("qty") || col.Contains("quantity"))
 {
 iPalletQty = i;
 }
 else
 {
 iPalletBuyPrice = i;
 }
 else if (col.Contains("depth") && col.Contains("carton")) iCartonDepth = i;
                 {       else if (col.Contains("width") && col.Contains("carton")) iCartonWidth = i;
              Session.TextLog.add("Column ignored: " + c);          else if (col.Contains("height") && col.Contains("carton")) iCartonHeight = i;
       }                 else if (col.Contains("barcode")  }
                  && col.Contains("carton")) iCartonBarcode = i;
 }
 else
 {
 Session.TextLog.add("Column ignored: " + c);
 }
 }
 i++;
 }