Import New Items from a Spreadsheet

New items may be added through Add new items (Task 1), Quick item setup (Task 5) or Shortened – add new items (Task 8). All 3 of these tasks add the items to Task 17 Item master, Task 18 Supplier master & Task 19 Warehouse master. For further instructions on these add new items tasks see these documents:

NOTE: New items should NOT be added directly into Task 17 Item Master.

A batch import of a specifically formatted .csv (comma separated) file may be imported.
- The spreadsheet needs to contain only two columns, item # and item description.
- The item # column can have the dash – after the first 3 characters, or it can omit the dash after the first 3 characters.
- The spreadsheet should NOT have column headings.
- All other fields will be asked at entry (Product Code, Report Class, G/L Account, etc…) and will be the same for every item in the file.

The file needs to be saved as a .csv (comma separated) format, in lower case, in: u/mvs/dsk0/24000x (x being the company #)

To import the spreadsheet go to:

Inventory Control (Module 5)
- Quick item setup (Task 5)
  - Press TAB key for file input option

Enter file to import: _____________________________________________

Type in file name:

Enter file to import: addnewitem.csv________________________________

The system will ask several questions which will pertain to ALL the items on the import. Read the bottom of the screen for available options at each field.

1. Item number: Import: addnewitem.csv

2. Description: from import

3. Label flag: N-none, O-one, E-each

4. Product code: TAB key for table

5. Report class: TAB key for table

6. Vendor number: Press tab key for search. (Added to supplier master as rank 0)

7. Stock number: for supplier master

8. Warehouse #: for multiple warehouses use 01,02,03 etc…

9. Item G/L #:

10. Dealer cost: This is used as the Average and last cost in the item & supplier master

11. Retail price:

12. Qty on hand: used in every warehouse in field 8

13. On sea min: used in every warehouse in field 8

14. On sea max: used in every warehouse in field 8

15. Off sea min: used in every warehouse in field 8

16. Off sea max: used in every warehouse in field 8

17. Pick sequence: used in every warehouse in field 8

The printer selection screen comes up for the “Add item exceptions” report.

Created: 200 of the 200 items from the import file CR TO CONTINUE

NOTE:

The 9 price levels in the item master are calculated from:

Inventory control (Module 5)
- Adjust prices/costs (Task 4)
  - Maintain price calculation rules for new items EPCMNT
    - It the items on the import are not included in the “maintain price calculation rules” the 9 price levels will be blank in the item master after importing the spreadsheet.