Difference between revisions of "Import Data"

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(Created page with "= Overview = This import uses an XLS Spreadsheet to import all of the necessary data. It is recommended to import in the order displayed in this Wiki. = Customers = Column Fo...")
 
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= Customers =
 
= Customers =
 
Column Format:
 
Column Format:
Customer
+
#Customer
Telephone Number
+
#Telephone Number
Accounts Contact
+
#Accounts Contact
Customer Service Contact
+
#Customer Service Contact
Accounts Email Address
+
#Accounts Email Address
Customer Service Email Address
+
#Customer Service Email Address
Invoice Line 1
+
#Invoice Line 1
Invoice Line 2
+
#Invoice Line 2
Invoice Line 3
+
#Invoice Line 3
Invoice Line 4
+
#Invoice Line 4
Invoice Line 5
+
#Invoice Line 5
Delivery Line 1
+
#Delivery Line 1
Delivery Line 2
+
#Delivery Line 2
Delivery Line 3
+
#Delivery Line 3
Delivery Line 4
+
#Delivery Line 4
Delivery Line 5
+
#Delivery Line 5
VAT Number
+
#VAT Number
  
 
= Machines =
 
= Machines =
 
Column Format:
 
Column Format:
Machine ID Number
+
#Machine ID Number
Machine Specification
+
#Machine Specification
Serial Number
+
#Serial Number
Year of Manufacture
+
#Year of Manufacture
Machine Rate Per Hour
+
#Machine Rate Per Hour
  
 
= Tools =
 
= Tools =
 
Column Format:
 
Column Format:
Tool Number
+
#Tool Number
Rack Location
+
#Rack Location
Available Status
+
#Available Status
  
 
= Stock Category Codes =
 
= Stock Category Codes =
 
Column Format:
 
Column Format:
Code ID
+
#Code ID
Description
+
#Description
  
 
= Finished Goods =
 
= Finished Goods =
 
Column Format:
 
Column Format:
Customer
+
#Customer
Own SKU
+
#Own SKU
Customer SKU
+
#Customer SKU
Part Description
+
#Part Description
Colour
+
#Colour
Commodity Code
+
#Commodity Code
Box Quantity
+
#Box Quantity
  
 
= Suppliers =
 
= Suppliers =
 
Column Format:
 
Column Format:
Supplier Name
+
#Supplier Name
Telephone Number
+
#Telephone Number
Accounts Contact
+
#Accounts Contact
Customer Service Contact
+
#Customer Service Contact
Accounts Email Address
+
#Accounts Email Address
Customer Service Email Address
+
#Customer Service Email Address
Invoice Line 1
+
#Invoice Line 1
Invoice Line 2
+
#Invoice Line 2
Invoice Line 3
+
#Invoice Line 3
Invoice Line 4
+
#Invoice Line 4
Invoice Line 5
+
#Invoice Line 5
Delivery Line 1 (Not Used)
+
#Delivery Line 1 (Not Used)
Delivery Line 2 (Not Used)
+
#Delivery Line 2 (Not Used)
Delivery Line 3 (Not Used)
+
#Delivery Line 3 (Not Used)
Delivery Line 4 (Not Used)
+
#Delivery Line 4 (Not Used)
Delivery line 5 (Not Used)
+
#Delivery line 5 (Not Used)
VAT Number
+
#VAT Number
  
 
= Supplier Data =
 
= Supplier Data =
 
Column Format:
 
Column Format:
Supplier Name
+
#Supplier Name
Our SKU
+
#Our SKU
Supplier Description
+
#Supplier Description
Supplier Reference / SKU
+
#Supplier Reference / SKU
Minimum Order Quantity
+
#Minimum Order Quantity
Lead Time (Days)
+
#Lead Time (Days)
Price Per KG
+
#Price Per KG
Price Per Thousand
+
#Price Per Thousand
Price Each
+
#Price Each

Revision as of 14:55, 14 February 2021

Overview

This import uses an XLS Spreadsheet to import all of the necessary data. It is recommended to import in the order displayed in this Wiki.

Customers

Column Format:

  1. Customer
  2. Telephone Number
  3. Accounts Contact
  4. Customer Service Contact
  5. Accounts Email Address
  6. Customer Service Email Address
  7. Invoice Line 1
  8. Invoice Line 2
  9. Invoice Line 3
  10. Invoice Line 4
  11. Invoice Line 5
  12. Delivery Line 1
  13. Delivery Line 2
  14. Delivery Line 3
  15. Delivery Line 4
  16. Delivery Line 5
  17. VAT Number

Machines

Column Format:

  1. Machine ID Number
  2. Machine Specification
  3. Serial Number
  4. Year of Manufacture
  5. Machine Rate Per Hour

Tools

Column Format:

  1. Tool Number
  2. Rack Location
  3. Available Status

Stock Category Codes

Column Format:

  1. Code ID
  2. Description

Finished Goods

Column Format:

  1. Customer
  2. Own SKU
  3. Customer SKU
  4. Part Description
  5. Colour
  6. Commodity Code
  7. Box Quantity

Suppliers

Column Format:

  1. Supplier Name
  2. Telephone Number
  3. Accounts Contact
  4. Customer Service Contact
  5. Accounts Email Address
  6. Customer Service Email Address
  7. Invoice Line 1
  8. Invoice Line 2
  9. Invoice Line 3
  10. Invoice Line 4
  11. Invoice Line 5
  12. Delivery Line 1 (Not Used)
  13. Delivery Line 2 (Not Used)
  14. Delivery Line 3 (Not Used)
  15. Delivery Line 4 (Not Used)
  16. Delivery line 5 (Not Used)
  17. VAT Number

Supplier Data

Column Format:

  1. Supplier Name
  2. Our SKU
  3. Supplier Description
  4. Supplier Reference / SKU
  5. Minimum Order Quantity
  6. Lead Time (Days)
  7. Price Per KG
  8. Price Per Thousand
  9. Price Each