How do I import parts entry?

How do I import parts entry?

The parts entries in stock can be fed from individual records or through batch records by importing .csv files.
To load batch parts entries, select the option Definitions | General | File Import or using the parts entries list ( Parts and Inventory | Explore | Parts Entries ) by selecting the option Import Parts Entries.
  1. The import screen is displayed;
  2. Download the template file to be loaded, on the upper part of the screen and fill in the file;
  3. Later, you must fill in the file according to the rules:
    1. The fields DocumentType, Description, Date, Warehouse, Part, Quantity and Unit must be defined.
    2. If there is more than one row for the same warehouse, the fields are defined based on the first row of the file.
    3. If the file has more than one row for the same warehouse, to add parts entries, simply define the warehouse and the part information.
    4. If the column Warehouse is not filled in, the row will be ignored.
  4. When the import is finished, the import date will be presented, and it might (or not) contain messages with import details. If an import occurs without errors/warnings, no information on the import details will be presented. If there are errors/warnings on the import, you can see the errors by clicking on the number of messages.
  5. The upload is performed by Warehouse and as a transaction. That is, all records regarding the Warehouse must be inserted successfully, otherwise, no record for that Warehouse is recorded.
  6. After filling in the file, load it on the section "Select file to be imported";
  7. Press the "Import" button;
When filling in the file, you must consider the following fields:
  1. The file must always be of the CSV type and the separator character must be “; ”(semicolon);
  2. Check if all values have zeros on the left and that they are kept. Some editing softwares can remove the zeros;
  3. The decimal values must be separated by “.” (dot).


Each file cannot have more than 1000 records.

The field ‘Company’ must be filled in if there is more than one Company. To check the company you wish to use, view the company identifier, on the product, on the lateral left bar.

Please check if the Part exists on the mentioned Warehouse, before importing the file.






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