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''' | ||
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<br>[[File:InventoryImportTemplate.png]] | <br>[[File:InventoryImportTemplate.png]] | ||
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+ | <br>'''UID''' = Item Number '''**'''This can be imported for NEW inventory items only and must be unique'''**''' | ||
<br>'''Name''' = Item Name '''**'''If you are syncing the items to QuickBooks, the character limit for this field is 30. If not syncing to QB, the limit is 40'''**''' | <br>'''Name''' = Item Name '''**'''If you are syncing the items to QuickBooks, the character limit for this field is 30. If not syncing to QB, the limit is 40'''**''' | ||
<br>'''Number''' = Item Number | <br>'''Number''' = Item Number | ||
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<br>'''QBExport''' = Recommend 0 or False. If TRUE then''' Export to QB''' box is checked and the item will sync to QB, if FALSE not checked | <br>'''QBExport''' = Recommend 0 or False. If TRUE then''' Export to QB''' box is checked and the item will sync to QB, if FALSE not checked | ||
<br>'''QBInventory''' - OPTIONAL. 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 | <br>'''QBInventory''' - OPTIONAL. 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. |