Data Import/Import Inventory - Revision history

Dcowan at 04:58, 3 April 2019

2019-04-03T04:58:38Z

Scarpenter at 05:29, 13 October 2017

2017-10-13T05:29:53Z

Scarpenter at 04:42, 13 October 2017

2017-10-13T04:42:54Z

Scarpenter at 04:42, 13 October 2017

2017-10-13T04:42:41Z

Dcowan: minor formatting change

2017-02-22T06:32:46Z

minor formatting change

Dcowan: clarified import validation on existing serial numbers

2016-11-08T01:18:33Z

clarified import validation on existing serial numbers

Scarpenter: /* See Also */

2016-03-01T00:00:55Z

‎See Also

Scarpenter: /* See Also */

2016-03-01T00:00:33Z

‎See Also

Scarpenter at 00:00, 1 March 2016

2016-03-01T00:00:12Z

Scarpenter: /* Importing your Data */

2015-09-18T03:20:57Z

‎Importing your Data

@@ Line 6: / Line 6: @@
 We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to out new home.
-[https://resources.emersion.com/display/EKB/Product+Inventory Take me to the Emersion Knowledge Base article]
+[https://resources.emersion.com/display/EKB/Product+Inventory+Import Take me to the Emersion Knowledge Base article]
 [[file:new_home_sm.jpg|900px]]

@@ Line 6: / Line 6: @@
 We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to out new home.
-[https://resources.emersion.com/display/EKB/Ledger+Code+Mapping+with+Xero+Integration Take me to the Emersion Knowledge Base article]
+[https://resources.emersion.com/display/EKB/Product+Inventory Take me to the Emersion Knowledge Base article]
 [[file:new_home_sm.jpg|900px]]

← Older revision		Revision as of 04:42, 13 October 2017
Line 1:		Line 1:
−	{{DISPLAYTITLE? Product Inventory}}	+	{{DISPLAYTITLE: Product Inventory}}
	=This Content Has Moved House=		=This Content Has Moved House=

@@ Line 1: / Line 1: @@
-= Import Product Inventory =
+{{DISPLAYTITLE? Product Inventory}}
-The Product inventory import tool provides a way to import serial numbers, warehouse locations and other data against the serialised products and store them in the product inventory. The tool permits the upload of more than one product at once.
+This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
-The system utilises the Bulk upload processing notification event to send a notification with the results of the bulk approval attempt. You must set up this event and enable it before you use this tool. If the bulk approval is successful, the email notification will advise you when the process is complete. If the bulk approval is not successful, the email notification will send details of the records that failed to be approved and why.
+We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to out new home.
-== Preparing your Data ==
+[https://resources.emersion.com/display/EKB/Ledger+Code+Mapping+with+Xero+Integration Take me to the Emersion Knowledge Base article]
-To use the import inventory feature, you will need to create a CSV data file or you can download the data file below. You will need to extract the csv file and save it.
+[[file:new_home_sm.jpg|900px]]

@@ Line 46: / Line 46: @@
 |SERIAL_NUMBER	|| The serial number to store in the product inventory ('''mandatory field''').
 |-
-|SELL_BEFORE_DATE     || The expiry date for the item, Used with SIMs ('''optional field''').
+|SELL_BEFORE_DATE     || The expiry date for the item, Used with SIMs (''optional field'').
 |-
 |COST_PRICE     || Ex-tax Cost Price (''optional field'').

@@ Line 40: / Line 40: @@
 {| class="wikitable"
 |+Product Inventory Data Definition table
-|Data field ||Description
+|'''Data field''' ||'''Description'''
 |-
-|PRODUCT_ID	|| The product ID of the serialised product in the system (mandatory field).
+|PRODUCT_ID	|| The product ID of the serialised product in the system ('''mandatory field''').
 |-
-|SERIAL_NUMBER	|| The serial number to store in the product inventory (mandatory field).
+|SERIAL_NUMBER	|| The serial number to store in the product inventory ('''mandatory field''').
 |-
-|SELL_BEFORE_DATE     || The expiry date for the item, Used with SIMs (optional field).
+|SELL_BEFORE_DATE     || The expiry date for the item, Used with SIMs ('''optional field''').
 |-
-|COST_PRICE     || Ex-tax Cost Price (optional field).
+|COST_PRICE     || Ex-tax Cost Price (''optional field'').
 |-
-|WAREHOUSE_BIN_ID || The id of the Bin this product is located at (optional field).
+|WAREHOUSE_BIN_ID || The id of the Bin this product is located at (''optional field'').
 |-
-|WAREHOUSE_ID || the id of the warehouse this product is located at (optional field).
+|WAREHOUSE_ID || the id of the warehouse this product is located at (''optional field'').
 |-
-|PRODUCT_INSTANCE_NOTE || Enter an optional note against the product instance (optional field).
+|PRODUCT_INSTANCE_NOTE || Enter an optional note against the product instance (''optional field'').
 |-
-|IMPORT_BATCH_REFERENCE || Import batch reference id (optional field).
+|IMPORT_BATCH_REFERENCE || Import batch reference id (''optional field'').
 |-
 |}
 = See Also =

← Older revision		Revision as of 00:00, 1 March 2016
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	= See Also =		= See Also =

−	[[Events]]	+	* [[Events]]
		+	* [[Products]]

← Older revision		Revision as of 00:00, 1 March 2016
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	\|-		\|-
	\|}		\|}
		+
		+	= See Also =
		+
		+	[Events]

@@ Line 25: / Line 25: @@
 # Press '''Submit'''
-The system will validate the data and if no errors are found, the system will approve the invoices. When the notification email is received, the process has been completed.
+The system will validate the data and if no errors are found, the system will import the product instances. When the notification email is received, the process has been completed.
-<strong>'''It is strongly recommended that you check a few random records to ensure that bulk update was a success. If you find an problem, you cannot roll back the bulk approval.'''</strong>
+<strong>'''It is strongly recommended that you check a few random records to ensure that bulk update was a success. If you find an problem, you cannot roll back the import.'''</strong>
 You have two options should this occur: