Inventory Import Template Data
General Information
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Do not change the column headers in Row 1 as this is used to complete the upload.
Data Columns
The table below lists the columns and which columns are required or optional.
| Column Name | Column Required | Max Length | Notes |
|---|---|---|---|
| Site Name | Yes | 50 | Determined from initial sale. Enter Company Name or division if multi-sites were purchased. |
| Warehouse | Yes | ||
| Part # | Yes | 36 | Each must be unique. Choose either the actual Part ID for this field, an assigned company number, or unique name. |
| Description | Yes | 100 |
Description of the part. |
| Part Type | Yes | 24 |
Part type is a way to group similar parts or the field can be used to show what the part fits on. |
| Status | Yes | 24 | Status of the part when purchased, New, Rebuilt, Used, Stock, Non-Stock, etc. |
| Unit of Measure | Yes | 24 | How the part is dispensed: Each, Gallons, Quarts, Ounces, Set, Pair, etc. |
| Barcode # | 20 | ||
| Bin Location | 24 | ||
| Vendor ID | 24 | ||
| Vendor Part # | 36 | ||
| Each Cost | The cost of the part. Enter only numbers, do not use currency symbols. | ||
| Year | |||
| Beginning Quantity | Yes | Quantity currently on hand. | |
| Level Min | This quantity triggers reorder notification. When inventory is less than the minimum, inventory reorder reports and purchase orders can be generated. | ||
| Level Norm | This is the preferred normal stock quantity. | ||
| Level Max | Tracks stock overages. When the maximum quantity is surpassed, the item is listed on the inventory overage report. | ||
| Favorite | T/F | TRUE - Favorited items in a specific warehouse will be visible when looking at that warehouse. FALSE - Must go to the master parts list to see the part. |
|
| Tracked | T/F |
TRUE - Tracks consumption. Will not allow work orders to use part if inventory is empty. FALSE - Will not track consumption. |
|
| Note | |||
| Custom Fields 1 to 6 | User Defined Fields: Please rename the field. For dropdown lists, the character limit is 24. |