This utility can be used to update product information for both
sales and rental products in a Product, Class, or Group selection
range, by exporting the existing values and re-importing the
modified values.
The action is similar to the Update Product Make
& Model - Rental only utility, but Inventory
Clean-Up updates more fields and can be used on sales or
rentals.
The Inventory Clean-Up export/import data values are grouped as follows:
Note: On import the option to IGNORE BLANK VALUES is provided in
Inventory Clean-Up Import so even if this
parameter is set to Yes numeric fields can still be cleared by
entering "0", "0.0", "0.00", "0.000", or "0.0000" as these values
will be respected as non-blank values.
Exceptions include meter digits, sale conversion and order
conversion that do not allow zero anyhow.
SAFETY NOTES:
Multiple Safety Notes as setup in Product Safety
Notes can be assigned to both rental and sales products.
This cleanup spreadsheet includes the Product # (cannot be
changed), and any associated Safety Not codes.
ASSET TAG:
Rental Product Fixed Asset Tag data can be generated including
Product # (cannot be changed), Asset Tag # (cannot be changed),
Division, Serial #, multiple Warranty Code with Expiry Date by
sequence number, and the Depreciation Class assigned to the
tag.
Additional Product/Tag details can be added to the import data.
Note: Only existing Tags can be updated and Disposed Tags (with a Status of D) cannot be updated.
FILE ATTACHMENTS:
Multiple File Attachments can be assigned to
both rental and sales products.
This cleanup spreadsheet includes the Product # (cannot be
changed), and any associated URLs by sequence number with the given
Description and the URL name.
Note: This import does not impact other types of attachments.
FUEL:
Multiple Fuel Types can be assigned to both
rental and sales products in the Product Fuel
Types window.
This cleanup spreadsheet includes the Product # (cannot be
changed), and any associated Fuel Type codes with the Capacity for
each product.
SPECIFICATIONS:
Multiple Equipment Specifications and
manually entered specifications can be assigned to both rental and
sales products in the Product Equipment
Specifications window.
This cleanup spreadsheet includes the Product # (cannot be
changed), and any associated Equipment Specification details for
each product.
P.O. CODES:
Multiple Order Codes can be assigned to
both rental and sales products in the Product/Group Order Codes window.
This cleanup spreadsheet includes the Product # (cannot be
changed), and any Order codes.
INVENTORY LOCATIONS:
Multiple Bin Locations can be assigned to both rental and sales
products as shown in the Locations
window.
This cleanup spreadsheet includes the Product # (cannot be
changed), Product Description (cannot be changed), Location (cannot
be changed) and any Bin Location descriptions which can be
updated.
The Product must have that Location record in Locations even if it only has zero quantity to be
updated.
Select one of the following actions:
Move the Saved Text File to the Server:
Click Upload File to copy the tab-delimited text file
created from the saved Inventory Clean-Up
Export from your client machine to the data directory on the
server in preparation for importing.
The Select a File to Upload utility is used
to search for the file and to rename it to "prod_XXXX.txt"
before completing the upload.
File upload success is confirmed.
Update the Products with the new Values:
Click Import to update the Sales and Rental products with
the new values as outlined in Inventory Clean-Up
Import.
Confirmation is required.
Exit 'Inventory Clean-Up' sub-menu:
Click Cancel when no further action is required.
Converted from CHM to HTML with chm2web Pro 2.85 (unicode) |