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start:utilities:excel_file_import [2021/05/24 09:53] – Troy | start:utilities:excel_file_import [2021/05/24 16:57] (current) – [Using the templates] Justin | ||
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===== Using the templates ===== | ===== Using the templates ===== | ||
- | The amount of information to import can be quite complex and so we have created two sample files that you can use to customize what information you want to import in to the system. We would recommend you download both files and have a look at both of them to get an understand | + | The amount of information to import can be quite complex and so we have created two sample files that you can use to customize what information you want to import in to the system. We would recommend you download both files and have a look at both of them to get an understanding |
For example, if you are importing a stock file and only need to create a product with price levels 1, 3 and 5; then you do not need to include the other price level columns. | For example, if you are importing a stock file and only need to create a product with price levels 1, 3 and 5; then you do not need to include the other price level columns. | ||
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===== Stock ===== | ===== Stock ===== | ||
- | Minimal Information: | + | You can now import a stock file to create multiple products easily. |
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+ | This file will by default only interact with the stock master information unless additional options are selected (discussed later). | ||
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+ | You can download one of the templates below to start creating your import file | ||
{{ : | {{ : | ||
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+ | ==== Stock Branches ==== | ||
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+ | As the stock system allows for multiple branches, some of the product data is held in a seperate location individualised for each branch. This is even true for companies that only have one branch. This means when we import data, we may need to be updating inforamtion into two seperate locations. | ||
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+ | We have the ability to update both sets of data at the same time by selecting/ | ||
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+ | Updating branch information will apply to ALL branches; there is no way to select which branch to apply a change to, so it is all branches or no branches. | ||
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+ | {{: | ||
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+ | Once a valid file has been uploaded, we can see that the system has detected Price 1, Price 2 and Kitchen columns in the data and as such, as provided us the ability to update our branch settings if we want to tick the appropriate boxes. | ||
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+ | ==== Templates ==== | ||
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+ | Minimal Information: | ||
{{ : | {{ : |