Import Data into Warehouse Master (Task 19)

An ‘Update Warehouse from Import” program is found in 5/19/8 (Note: this functionality is also available for the Item Master–Task 17 and the Supplier Master-Task 18).  This allows you to update/change nearly any user accessible field via a CSV spreadsheet.

The format for the Warehouse Master on the .csv report is:  Item #, Warehouse #, Field of choice, X

The first row of the file must contain headers (column headings 1, 2 and 4 can have anything in them), however row 1, column 3 MUST be an internal field name.  Go to Sub-task 8 in the Warehouse Master and then press the TAB key for a list of valid field names to use in the import report.  

Column 1, starting with row 2, are the item numbers (use numbers, not names)

Column 2, starting with row 2, are the warehouse numbers

Column 3, starting with row 2 contain the actual information that will be imported.

Column 4, starting with row 2, each row MUST be a populated with an `X' as a placeholder to ensure the proper column usage.  Any column after the 4^th column will be ignored

Below is an example of what the .csv report would look like if all the warehouse records ‘Picking Sequence’ field were being updated.     

Save the report with a .csv extension.  They using sub-task 8, enter the name of the saved file…..the selected field will be updated when the program finishes the process.

NOTE:  to get a listing of your warehouse records, first export the Warehouse Master files and the ‘massage’ the columns/rows to fit the columns/rows needed to import data back into the Warehouse Master.