Product Min/Max Export

This export selection screen can be used to select a range of Sales Products and/or Bulk Rental Products to be updated.
A spreadsheet template is generated populated with the existing product Min, Max and Re-Order Multiple values for each product in the range.

The prompts are:

PRODUCT TYPE

Select one of the following filters:

• Choose Rentals to only include bulk rental assets from Rental Inventory.
• Choose Sales to only include sales items from Sales Inventory.
• Choose Both to include sales and bulk rental products.

Note: This import is not relevant to non-bulk rental assets as Min/Max and Re-Order Multiple will always be one.

Product Selection:

One of the following three filters must be used to select the products for the worksheet export.

PRODUCT, 'ALL' OR 'SEL'

• Type ALL to include all products based on the selected Product Type.
• Enter a specific product number to export only that product, or select one from the Inventory Search window.
• Type SEL to select a combination of products to include as outlined in Select Products window.

CLASS, 'ALL' OR 'SEL'

• Type ALL to include products from all Product Classes that match the selected Product Type.
• Enter a specific Class to export data for products from a single Product Class, or select a Class from the Product Class Search window.
• Type SEL to select a combination of Product Classes to include as outlined in Select Class List window.

GROUP, 'ALL' OR 'SEL'

• Type ALL to include products from all Groups that match the selected Product Type.
• Enter a specific Group to export only data for products from that Group, or select a Group from the Product Group Search window.
• Type SEL to select a combination of Product Groups to include as outlined in Select Group List window.

Finished?

Click ACCEPT to generate the spreadsheet or CANCEL to abort.

Resulting Spreadsheet:
The resulting spreadsheet lists the selected sales and/or bulk rental products with the values that can be updated.
Modify the spreadsheet with the correct Min, Max and Re-order Multiple values.
Existing values can be cleared by entering a Y in the Clear column.
Additional products can be added to the spreadsheet, excluding products flagged to 'Order by Location' because a new Location is not supported for a product import.

Note: Blank fields on the import spreadsheet could remove data and is controlled by the option to "Ignore Blank Values" provided on the Import action.

Save the Revised Data:
When the values are all updated on the worksheet, save the completed spreadsheet to a tab delimited "txt" or "csv"file on your client machine, then use the Select a File to Upload utility to move the saved file from your client to the server in preparation for re-importing the data.