Import Item Data from Excel
You can import item data from Excel file. With this functionality you can update data for multiple items with one operation. This is especially useful when suppliers send their updated price lists as an Microsoft® Excel® file.
The following item data can be updated from the Excel file:
General: Manufacturer, packing unit.
Stock information: Reorder level, target stock, safety stock.
Item dimensions: weight, height, length, width.
Suppliers: Supplier item number, supplier price, minimum order quantity
To import item data:
Click Import in the Items list toolbar.
Click Browse and locate the Excel file on your computer.
Select the file and click Import.
Important: The Import file has to exactly match the predefined format to update item data correctly. Also, column names must be the same as in this example file: Import_sample.xlsx
In case specific values should not be changed, e.g. ReorderLevel or TargetStock, just leave the values for those columns empty.
The imported file has to contain unique identifiers for items so that items can be recognized and their data can be updated properly:
To update manufacturer, packing unit or item dimensions, the item has to be identified by providing a barcode or internal item number.
To update stock information, the item has to be identified by providing the barcode or internal item number and the location ID for which stock information should be updated.
To update supplier related data, the item has to be identified by providing the barcode or internal item number and the supplier code.
File types that can be imported:
.xls
.xlsx
The maximum supported size for import files is 4 MB. You can monitor the import progress with the progress bar, 1000 items take about 5 minutes to be imported.
Export Item Data to Excel
You can export item data to an Excel file. With this functionality you can export data for multiple items with one operation. This is useful for bulk file editing (for example, updating item prices for all items of a single supplier at once).
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Select the item(s) for which you wish to export the data in one of the following ways:
Search for items and export all returned results.
Choose specific items and export them.
Note: You are not able to export the complete list of items from the application. The limitation for item export is 1000 items or 65000 records if you don't select any item or 250 items, if you want to export the whole page. Only .xls file types can be exported.
Click Export in the Items list toolbar.
Confirm the export of item data by clicking Export in the dialogue box.
Structure of the Excel File
The Excel file always has the same structure, consists of several columns and is separated into 3 sections:
General Item Information
Code: Contains the item's barcode. Reoccurs in every section.
ItemName: Contains the item name. Reoccurs in every section.
Manufacturer: Contains the item's manufacturer. Can only be set via item import.
PackageUnit
Weight
Height
Length
Width
Supplier Information
Code: Contains the item's barcode. Reoccurs in every section.
SupplierCode: Contains the supplier number.
ItemName: Contains the item name. Reoccurs in every section.
ItemCodeSupplier: Contains the Supplier Item Number of the related supplier.
SupplierPrice
MinOrderQty: Contains the minimum order quantity of the related supplier.
Location Informationen
Code: Contains the items barcode. Reoccurs in every section.
LocationCode: Contains the location ID of the related location.
ItemName: Contains the item name. Reoccurs in every section.
ReorderLevel
TargetStock
SafetyStock: Contains the items safety stock of the related location.
Note: Currently, the safety stock is not considered by any automatism.
The files columns are shown consecutively in the following order:
Code;SupplierCode;LocationCode;ItemName;Manufacturer;PackageUnit;ReorderLevel;TargetStock;SafetyStock;Weight;Height;Length;Width;ItemCodeSupplier;SupplierPrice;MinOrderQty