Importing Inventory Items - Revision history

Marks at 15:39, 27 March 2015

2015-03-27T15:39:24Z

2015-03-02T16:43:58Z

Added taxgroupname forCanadian imports

2015-02-09T21:13:25Z

2014-05-01T20:31:29Z

2013-12-19T18:47:56Z

2013-12-19T18:47:33Z

2012-11-06T23:39:49Z

2012-10-26T17:32:16Z

2012-10-26T17:32:02Z

2012-08-29T23:09:22Z

← Older revision		Revision as of 15:39, 27 March 2015
Line 1:		Line 1:
	Before importing, make sure you read [[Before Importing - About UID]]		Before importing, make sure you read [[Before Importing - About UID]]
		+
		+	To just update pricing for your inventory items see [[Update Inventory Pricing]]

	Note: This guide is for importing your inventory item list. If you want to import inventory stock levels see [[Import Stock]]		Note: This guide is for importing your inventory item list. If you want to import inventory stock levels see [[Import Stock]]

@@ Line 20: / Line 20: @@
 <br>'''QBExport''' = Recommend 0 or False.  If TRUE then''' Export to QB''' box is checked and the item will sync to QB, if FALSE not checked
 <br>'''QBInventory''' - OPTIONAL.  If TRUE then '''As Inventory Item''' will be checked and will go to QB as inventory item, if FALSE not checked and go to QB as non-inventory item
 <br>
 <br>2. Paste the inventory item name, number, description, cost & retail1 in the corresponding columns.

@@ Line 1: / Line 1: @@
 Before importing, make sure you read [[Before Importing - About UID]]
 <br>
 <br>'''Step 1: Prepare the inventory item import file'''

@@ Line 5: / Line 5: @@
 <br>[[File:InventoryImportTemplate.png]]
 <br>
 <br>'''Name''' = Item Name '''**'''If you are syncing the items to QuickBooks, the character limit for this field is 30. If not syncing to QB, the limit is 40'''**'''
 <br>'''Number''' = Item Number

@@ Line 17: / Line 17: @@
 <br>'''Serialized''' = If TRUE then box is checked, if FALSE not checked
 <br>'''QBExport''' = Recommend 0 or False.  If TRUE then''' Export to QB''' box is checked and the item will sync to QB, if FALSE not checked
-<br>'''QBInventory''' - OPTIONAL If TRUE then '''As Inventory Item''' will be checked and will go to QB as inventory item, if FALSE not checked and go to QB as non-inventory item
+<br>'''QBInventory''' - OPTIONAL.  If TRUE then '''As Inventory Item''' will be checked and will go to QB as inventory item, if FALSE not checked and go to QB as non-inventory item
 <br>
 <br>2. Paste the inventory item name, number, description, cost & retail1 in the corresponding columns.

@@ Line 2: / Line 2: @@
 <br>
 <br>'''Step 1: Prepare the inventory item import file'''
-<br>1. Open Excel and create columns for the inventory items based off image 5 below.
+<br>1. Open Excel and create columns for the inventory items based off image below.
 <br>[[File:InventoryImportTemplate.png]]
 <br>

@@ Line 16: / Line 16: @@
 <br>'''Serialized''' = If TRUE then box is checked, if FALSE not checked
 <br>'''QBExport''' = If TRUE then''' Export to QB''' box is checked and the item will sync to QB, if FALSE not checked
-<br>QBInventory - If TRUE then '''As Inventory Item''' will be checked and will go to QB as inventory item, if FALSE not checked and go to QB as non-inventory item
+<br>'''QBInventory''' - If TRUE then '''As Inventory Item''' will be checked and will go to QB as inventory item, if FALSE not checked and go to QB as non-inventory item
 <br>
 <br>2. Paste the inventory item name, number, description, cost & retail1 in the corresponding columns.