Important notes before you import part information - Back up your company data. You'll need to restore the backup if a problem occurs with the import
- The Inventory Control must be in SETUP mode to import the On Hand Quantity and Unit Cost. The part current On Hand Quantity must be zero, and there have been no transactions for the part
- If importing part descriptions that include quotation marks, see (Insert How to import parts with quotation marks)
- Don’t include a $ (dollar sign) in the unit cost field or the cost won’t import
- To import On Hand Quantity and Unit Cost
- Inventory Control is in SETUP mode
- Current On Hand Quantity is zero
- There have been no transactions for the part
- Don’t delete your import file until you’re satisfied with the results
Import parts into a new company - See the Import part file format document to create your file
- To import on hand quantity and cost, your inventory must be in setup mode. See How to use GL Initial Balances or Setup mode
- To import parts with fractional qty and costs, use a model part that has Fractional Qty and Fractional Cost/Price selected. See How to add parts with model part information
- Don’t specify a product line in the import records. The product line defaults will override any defaults set up on the model part
- Enter the number of decimal places to use in IC, Utilities, Maintain IC Parameters
Import parts into new company from existing company Update or Change existing part records - A /U or /Update updates the part and adds it if it doesn't exist
- A /C or /Change means that it will update only existing parts
- Don’t delete your import file until you’re satisfied with the results
Delete parts using the import - You can only delete parts with 0.00 on hand quantity and no historical transactions for the part
- Use the /D or /Delete in the first field of your import file as the transaction type
RENAME EXISTING PARTS
- Use the /R or /Rename in the first field of your import file as the transaction type
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