Import Data

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