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| − | = Import Product Inventory =
| + | {{DISPLAYTITLE? Product Inventory}} |
| | + | =This Content Has Moved House= |
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| − | 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. |
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| − | 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. |
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| − | == Preparing your Data ==
| + | [https://resources.emersion.com/display/EKB/Ledger+Code+Mapping+with+Xero+Integration Take me to the Emersion Knowledge Base article] |
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| − | 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.
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| − | [[File:product_inventory_import.csv]] | |
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| − | Enter the data into the import sheet. Leave no rows blank. You must ensure the data meets all validation requirements. These are contained in the data definition table below. When you submit the data file for import, the system will parse the file looking for errors. If the system finds no errors, the system will import the notes into the system. The file needs to be error-free in order to import the data. In the event errors are found, no data will be imported into Emersion. Review the bulk upload processing notification email, correct the file and try again.
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| − | == Importing your Data ==
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| − | To access the bulk account status update tool:
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| − | # Log into Cumulus.
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| − | # Click the '''Products''' menu.
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| − | # Find and open the product you want to import against
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| − | # Click the '''Product Inventory''' sub tab.
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| − | # Click the '''Browse''' button and select the csv file containing the list of accounts you want to update.
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| − | # If you want the bulk upload processing notification email to be sent to a different email address than the address defined in the event template, tick the '''Override?''' checkbox and enter an alternative email address. This will only apply for this upload. To change the email address for all future imports or approvals, you will need to change the recipient defined in the event template.
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| − | # Press '''Submit'''
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| − | 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.
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| − | <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>
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| − | You have two options should this occur:
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| − | # Manually correct the data.
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| − | # Request Emersion fix the errors for you. This request can be submitted via [[Support_and_help_from_Emersion#Work_Orders | work order ticket]]. Please include a new csv data file with the records that need to be corrected. Do not include any records that do not need correcting.
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| − | == Product Inventory Data Definition ==
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| − | This section contains a list of the required fields and a definition of what the system considers as valid data.
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| − | {| class="wikitable"
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| − | |+Product Inventory Data Definition table
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| − | |'''Data field''' ||'''Description'''
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| − | |PRODUCT_ID || The product ID of the serialised product in the system ('''mandatory field''').
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| − | |SERIAL_NUMBER || The serial number to store in the product inventory ('''mandatory field''').
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| − | |-
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| − | |SELL_BEFORE_DATE || The expiry date for the item, Used with SIMs (''optional field'').
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| − | |-
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| − | |COST_PRICE || Ex-tax Cost Price (''optional field'').
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| − | |WAREHOUSE_BIN_ID || The id of the Bin this product is located at (''optional field'').
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| − | |- | |
| − | |WAREHOUSE_ID || the id of the warehouse this product is located at (''optional field'').
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| − | |-
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| − | |PRODUCT_INSTANCE_NOTE || Enter an optional note against the product instance (''optional field'').
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| − | |-
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| − | |IMPORT_BATCH_REFERENCE || Import batch reference id (''optional field'').
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| − | |-
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| − | |}
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| − | Notes:
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| − | * Maximum 5000 lines in the import file is supported
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| − | * Importing an existing serial number (product instance) against a particular product ID must NOT have an existing instance where;
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| − | # The product ID is the same
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| − | # The serial number is the same
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| − | # The product instance status is HELD (1) or ALLOCATED (5)
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| − | <!-- # The purchase account ID must is NULL -->
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| − | Otherwise you will receive an import error similar to the following;
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| − | <pre>2: Error processing SerialisedProduct line 2, Product Id '1234567' with Serial '999999999999' already exists in inventory</pre>
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| − | = See Also =
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| − | * [[Events]]
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| − | * [[Products]]
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This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to out new home.
