Editing Importing Inventory Items
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Before importing, make sure you read [[Before Importing - About UID]] | Before importing, make sure you read [[Before Importing - About UID]] | ||
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<br>'''Step 1: Prepare the inventory item import file''' | <br>'''Step 1: Prepare the inventory item import file''' | ||
− | <br>1. Open Excel and create columns for the inventory items based off image below. | + | <br>1. Open Excel and create columns for the inventory items based off image 5 below. |
<br>[[File:InventoryImportTemplate.png]] | <br>[[File:InventoryImportTemplate.png]] | ||
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− | <br>'''Name''' = Item Name | + | <br>'''Name''' = Item Name |
<br>'''Number''' = Item Number | <br>'''Number''' = Item Number | ||
<br>'''Description''' = Item Description | <br>'''Description''' = Item Description | ||
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<br>'''DefaultLocationUID''' = UID Associated with the location | <br>'''DefaultLocationUID''' = UID Associated with the location | ||
<br>'''Serialized''' = If TRUE then box is checked, if FALSE not checked | <br>'''Serialized''' = If TRUE then box is checked, if FALSE not checked | ||
− | <br>'''QBExport''' = | + | <br>'''QBExport''' = If TRUE then''' Export to QB''' box is checked and the item will sync to QB, if FALSE not checked |
− | <br> | + | <br>QBInventory - If TRUE then '''As Inventory Item''' will be checked and will go to QB as inventory item, if FALSE not checked and go to QB as non-inventory item |
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<br>2. Paste the inventory item name, number, description, cost & retail1 in the corresponding columns. | <br>2. Paste the inventory item name, number, description, cost & retail1 in the corresponding columns. |