import_and_export:import_items_and_stock

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import_and_export:import_items_and_stock [2022/02/08 13:10] Gary Willettsimport_and_export:import_items_and_stock [2023/04/21 03:10] (current) – [Import file format] Mark Glover
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 {{indexmenu_n>20}} {{indexmenu_n>20}}
 ====== 17.02. Importing stock ====== ====== 17.02. Importing stock ======
-<WRAP center round tip 60%>+<WRAP center round important 60%>
 **We strongly recommend: \\ **We strongly recommend: \\
  \\  \\
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 ==== Import file format ==== ==== Import file format ====
-The import file must be a tab delimited text file. The first row can contain the column titles but all other rows in the file should contain data to be imported. These are the fields you should have (and the order they must be in) in each row of the file:+  * The import file must be a tab delimited text file. 
 +  * The first row can contain the column titles but all other rows in the file should contain data to be imported. 
 +  * The table below details the fields you should have (and the order they must be in) in each row of the file.
  
 ^ Column  ^ Field            ^ Description                                                                                                                                                                                           ^ ^ Column  ^ Field            ^ Description                                                                                                                                                                                           ^
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 | 10 (J)  | Description      | **Optional**. Text, Up to 32,000 characters. The full description of the item.  Be careful not to have any carriage return characters in the text though, or the import file will not be valid!  | | 10 (J)  | Description      | **Optional**. Text, Up to 32,000 characters. The full description of the item.  Be careful not to have any carriage return characters in the text though, or the import file will not be valid!  |
 | 11 (K)  | [[items:department_management|Item Department]]  | **Optional**, Text, up to 30 characters. If you import a department name that doesn't exist, the department will be created.  | | 11 (K)  | [[items:department_management|Item Department]]  | **Optional**, Text, up to 30 characters. If you import a department name that doesn't exist, the department will be created.  |
-| 12 (L)  | [[items:item_locations|Shelf Location]]   | **Optional**, Text, Up to 60 characters. The code for the shelf location of this stock line.  |+| 12 (L)  | [[items:item_locations|Shelf Location]]   | **Optional**, Text, Up to 60 characters. The code for the shelf location of this stock line.\\  If the location does not exist, the location will be created as the stock is loaded.  You can then edit the location details after the import.|
 | 13 (M)  | Donor | **Optional**, Text, Up to 60 characters. The name of the donor of this stock line. If the donor doesn't exist, it will be created.  | | 13 (M)  | Donor | **Optional**, Text, Up to 60 characters. The name of the donor of this stock line. If the donor doesn't exist, it will be created.  |
 +| 14 (N)  | [[receiving_goods:custom_stock_fields#custom_stock_fields|Custom stock field 5]] | **Optional**, Text. The value to be entered in custom stock field 5 for this batch. If the value doesn't already exist as an option for custom stock field 5 then it will be added. See the [[receiving_goods:custom_stock_fields]] page for details of custom stock fields. |
 +| 15 (O)  | Outer pack size | **Optional**, Integer. The number of packs that fit in a carton (NOT the number of units in a carton!). |
 +| 16 (P)  | Volume per pack | **Optional**, Decimal number. The volume that a single pack of this batch occupies on the shelf in m<sup>3</sup>. |
 +| 17 (Q)  | Weight per pack | **Optional**, Decimal number. The weight of a single pack of this batch in kg. |
 +
 +<WRAP important center round 90%>
 +**Please note:** It is not part of the import file but, if an item's default Volume per pack is set (see the **Volume per pack** field on the [[items:item_basics:tab_storage]] page for details) then this will be applied to the stock line's volume per pack. The value will be proportionately increased or decreased if the stock line's pack size differs from the item's default pack size (**Preferred pack size** field on the [[items:item_basics:tab_storage]] page).
 +</WRAP>
  
 Here is a blank spreadsheet you can use with the right columns: {{ :import_and_export:msupply_stock_import.xlsx |}} Here is a blank spreadsheet you can use with the right columns: {{ :import_and_export:msupply_stock_import.xlsx |}}
  • Last modified: 2022/02/08 13:10
  • by Gary Willetts