Using the Importing Feature for Inventory Tracking

Inventory Tracking comes with 5 customizable user fields. Make sure to add your user fields first if they are going to be utilized. This will allow the fields to be added to the Items table for importing.

Adding user fields:

Step 1
Under Master Data, select the Item sub tab.
Step 2
Next to the Image tab, select User Fields.
Step 3
Double click on the User Field caption and enter a new value.
Step 4
Click Done.

Creating Excel Template:

Step 1
Navigate to Admin tab and Import Data tab.
Step 2
The tables to import are in a specific order to follow. Please follow from top to bottom the tables which require data to be imported into.
Please Note: Before importing the quantities template, you must have all locations setup in the system under Master Data >> Location.
Step 3
Select the table to be imported by clicking on the appropriate table button.
Step 4
Click the Create Excel Source File from Template Button.
Step 5
Select the folder where you want to save the source file, name the file and click Save.
Step 6
When the source file opens, enter the data you want to import. You can save and open the source file as many times as necessary to enter all of the data.
Step 7
When data entry into the source file is complete, click the Choose Source File button, select the source file and click Open.
Step 8
Once you click open, the Confirm screen will come up to review data being imported. Select Proceed once confirmed.
Step 9
Once you click Proceed, the Result screen will appear and show the data added or any errors that may have occurred to failed data transfer. Click finish to acknowledge.
Step 10

Repeat these steps until you import data for all tables.

Once all importing has been completed, all data should be displayed under the Master Data tabs.