Sos inventory9/4/2023 Select the type of data you want to upload in the Importing field. Import the edited Excel or CSV file back into SOS Inventory. If you sorted the sheet by anything other than the Id (Column A), make sure that you perform an ascending re-sort by Column A and move all new rows without an Id to the end of the spreadsheet before saving. You may use these while editing the file but remove or turn them off before saving. This is also important if an adjustment is created by the import.ĭo NOT leave any special features active in the file (filters, formulas, freeze panes, hidden columns or rows, etc.). The system will prompt you to indicate which workbook sheet should be imported. The upload will be faster if you limit the number of rows to under 1,000 per sheet. Review Item Field Definitions for Data Export/Import in the user guide for descriptions of the data fields.īreak long files into multiple sheets. If the QuantityOnHand figure is changed, change the ValueOnHand also.Įnter all applicable accounts (income, asset, COGS, and expense) for items. The names of items, vendors, and customers must be unique. (See 3.1. above for reason.)ĭelete a row from the spreadsheet if no changes are being made to it. Make sure that data in Column A ( ItemId, CustomerId, or VendorId) stays matched to the proper row. If you change or delete column headings, your import will likely fail. The format of the template is fixed, and it is very important. Leave the Id field blank when inserting a new row of data, as the system will assign an Id when the data is imported.ĭo NOT change any of the column headings. Make a backup copy of the data file before editing.Įdit the data as needed, observing the following rules:ĭo NOT change the numbers in the Id column ( ItemId, CustomerId, or VendorId) on existing data. (If you have a large amount of data to process, the system will tell you to use the Send via Email option.) Select Save as Excel/CSV to download the file or Send Via Email with the exported file as an attachment. The CSV file format allows the fastest downloads. Select the desired file format, either Excel (.xlsx or. Under Columns, select the Add All Columns Required For Import button. Specify your desired Filters and Options. The system will take you to the export page for that data type. On the Task Bar, go to Company Menu > Export Data and select the data type you wish to export. Use the blank file as the template for adding your data. If you are a new SOS customer with no data in the system, the exported file will be blank. If executing the bulk edit during a transaction period, please see Step 7.Įxport the data type you desire to edit. NOTE: If editing items, do so during a non-transaction period to ensure that quantities and values are not reset to the moment in time you captured the download.
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