Overview

The inventory item import framework allows users to import new and updated inventory items using an Excel template. The template is provided and can be downloaded from the system with the existing items or as a blank template for data entry.

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• Item ID
  • Must be unique to create new items.
• Item Description
• Item Type
  • g. Sales Inventory
• Item Class
• (Item Attribute Class)
  • Must be provided only if importing Attribute values.
• Manage Items By
  • Units Only
  • Weight Only
  • Units and Weight
• UOM Schedule
  • UOM Schedule ID

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Note: Unit Decimals and Weight Decimals cannot be greater than the UOM Schedule Decimal Places. E.g. If the decimals places of the provided UOM Schedule is set to 3. The Unit Decimals or Weight Decimals must be 3 or less, but it cannot be 4 or greater. The UOM Schedule Decimal places can be verified from the UOM Schedules list view (Inventory > Units of Measure > UOM Schedules).

 Due to the limitations of Excel, when users enter hyphens or forward slashes into a text field, Excel may interpret the value as a date. For example, the value “2-3” may be converted to the text representation date value, which displays as ”43864”. Similarly, when users enter leading zeros into a field, the leading zero may be removed. Users can now use the escape characters of “^^” to preface any values with hyphens, forward slashes or leading zeros. During the file import process, NorthScope will recognize the escape characters, automatically remove them and insert the value immediately following the escape characters.

Step 3: Saving the Template File

The file must be saved in a CSV format. By default, Excel creates the template in a TXT format and users must manually change the file format. This is very important, because the upload fails if the file type is not correct. To do this click ‘Save As’ in Excel and select 'CVS UTF-8 CSV (Comma delimited) (*.cvscsv)' as the file type before clicking Save. 

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