Data Import/Import Inventory

Import 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.

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.

Preparing your Data

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:Product inventory import.csv

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.

Importing your Data

To access the bulk account status update tool:

1. Log into Cumulus.
2. Click the Products menu.
3. Find and open the product you want to import against
4. Click the Product Inventory sub tab.
5. Click the Browse button and select the csv file containing the list of accounts you want to update.
6. 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.
7. 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.

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.

You have two options should this occur:

1. Manually correct the data.
2. Request Emersion fix the errors for you. This request can be submitted via 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.

Product Inventory Data Definition

This section contains a list of the required fields and a definition of what the system considers as valid data.

Product Inventory Data Definition table

Data field	Description
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).
SELL_BEFORE_DATE	The expiry date for the item, Used with SIMs (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_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).
IMPORT_BATCH_REFERENCE	Import batch reference id (optional field).