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LILAC Document Help
Documents > Stock Maintenace
This document is used to aquire / import Product Codes and other Stock Account fields.
The 'Aquire' button is the most generally used option, which presents the second image below.
The 'Aquire' button is the most generally used option, which presents the second image below.
1. 'Work Book' - Select a .csv file or Excel File.
2. 'Process Sheet' - Will display the contents of the sheet to be imported, and provide feedback on errors if any, eg column headers do not match field names in the Stock Account.
3. 'Process Sheet' + 'Create Products' - Ticking 'Create Products' and then 'Process Sheet' will actuctually import the Product Codes and other Stock Account fields.
*If a .csv file or Excel File has multiple Tabs / Sheet, once the Work Book is selected, 'Select Sheet' is used to specify the Tab / Sheet.
2. 'Process Sheet' - Will display the contents of the sheet to be imported, and provide feedback on errors if any, eg column headers do not match field names in the Stock Account.
3. 'Process Sheet' + 'Create Products' - Ticking 'Create Products' and then 'Process Sheet' will actuctually import the Product Codes and other Stock Account fields.
*If a .csv file or Excel File has multiple Tabs / Sheet, once the Work Book is selected, 'Select Sheet' is used to specify the Tab / Sheet.
Further buttons within the ribbon of Stock Maintenance are associated with specific users and data formats, eg NAGS which requires associations / refurbishment, and propogate to entity functions.
- The column headers from NAGS do change from time to time and require editing for import.
- The actual import for NAGS is a three step process - Read the XLSX File, NAGS to BINStore and Aquire NAGS.
- Stock > Branches > Update Prices, this copies costs and selling prices to branches.
- The whole process takes approximately an hour.
- The column headers from NAGS do change from time to time and require editing for import.
- The actual import for NAGS is a three step process - Read the XLSX File, NAGS to BINStore and Aquire NAGS.
- Stock > Branches > Update Prices, this copies costs and selling prices to branches.
- The whole process takes approximately an hour.