Purchase Order Menu -> Inventory Re-Ordering -> Edit Min & Max Utility -> GROUP IMPORT button -> Update Group Min/Max
This export/import tool can be used to update the Minimum and
Maximum Re-Order quantities and the Re-Order Multiple for Sales and
Rental products or for Groups, by exporting a template with the
existing values and re-importing the modified values.
Min/Max values are saved for:
These values can also be updated manually in the Edit Min & Max Utility.
The Min/Max export/import flow includes:
Note: The exported template for Groups, only lists the Groups that already have a Min or Max value defined but additional existing Groups can be added to the spreadsheet with their Min/Max values and the associated location.
Move the Saved Text File to the Server:
Click Upload File to copy the updated saved txt or csv file
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_min_max.txt" or "group_min_max.txt" before
completing the upload.
File upload success or failure is displayed.
Update the Product or Group Min & Max with the new
Values:
Click Import to validate the new data and to update the
Min/Max values in the Re-Order tables for the relevant Products or
Groups.
Check this box to only change values that are in the position
based column so that only those values replace existing data.
This option does not remove existing data when blanks are left on
the import data.
Errors such as invalid data values and format errors will be reported on a spreadsheet and will prevent those records from being imported.
The option is provided to still import successful records or to abort the import.
Exit 'Update Group Information' sub-menu:
Click Cancel when no further action from this sub-menu is
required.
Converted from CHM to HTML with chm2web Pro 2.85 (unicode) |