Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision Next revisionBoth sides next revision | ||
import_and_export:importing_items [2019/10/16 19:05] – [The Preview tab] Emily Porrello | import_and_export:importing_items [2023/07/05 13:35] – [17.01. Importing items] Mark Glover | ||
---|---|---|---|
Line 1: | Line 1: | ||
{{indexmenu_n> | {{indexmenu_n> | ||
- | ===== 14.01. Importing items ===== | + | ====== 17.01. Importing items ====== |
You can import a tab-delimited text file of items by choosing **File > Import > Import items...**. | You can import a tab-delimited text file of items by choosing **File > Import > Import items...**. | ||
- | During import | + | <WRAP center round important 80%> |
+ | * This command only imports (creates) items. | ||
+ | * <wrap em>This process does not introduce stock.</ | ||
+ | </ | ||
- | Please note that this command only imports | + | During import you can specify a number of things including: |
+ | * What happens with duplicates | ||
+ | * Which [[items: | ||
+ | * Which stores | ||
After selecting the menu item you are shown a message asking you to select the file to be imported on the next window: | After selecting the menu item you are shown a message asking you to select the file to be imported on the next window: | ||
Line 13: | Line 18: | ||
After clicking OK, a window opens allowing you to select the file to import. After selecting it (by double clicking on the file in the window or clicking on it and clicking on the //Open// button) this window is displayed: | After clicking OK, a window opens allowing you to select the file to import. After selecting it (by double clicking on the file in the window or clicking on it and clicking on the //Open// button) this window is displayed: | ||
- | {{ : | + | {{ : |
- | **First line contains column headers:** If you have used the first line of your import file for column headers, check this box. Then mSupply will ignore the first row in the file, and start importing from the second row. | + | **First line contains column headers:** If you have used the first line of your import file for column headers, check this box. Then mSupply will ignore the first row in the file, and start importing |
- | **Remove quote characters on import:** If this is checked then double quote characters (") are removed from item names as they are imported. This is useful if you have exported the import file from spreadsheet software and it has incorrectly | + | **Remove quote characters on import:** If this is checked then double quote characters ('' |
- | **Handling duplicate items:** mSupply compares the item code in the import file (1st column - see below) against the codes of items already in its database to determine whether an entry is a duplicate item or not. If a duplicate item is found in the import file the mSupply will handle it according to your radio button selection in the //If duplicate codes are selected// section: | + | <WRAP center round important 60%> |
+ | If you have used double quote characters in item names (e.g. as a symbol for inches) then they will also be removed if this option is checked. | ||
+ | </ | ||
+ | |||
+ | **Handling duplicate items: | ||
+ | |||
+ | * **Create new duplicate items and continue** and **Ask each time** options are disabled for Item Import. | ||
+ | |||
+ | <WRAP center round important 60%> | ||
+ | As of v5 it should not be possible to create an item with the same code as another item. Hence, item with duplicate Item code will be ignored. | ||
+ | </ | ||
- | * **Create new duplicate items and continue:** a new item will be created. Note that you can only use this option if the preference "Item codes must be unique" | ||
- | * **Ask each time:** every time a duplicate is detected mSupply will ask you what you want to do. Your options are the same: | ||
- | {{ : | ||
* **Skip the duplicate without asking:** the duplicate is ignored and not imported. | * **Skip the duplicate without asking:** the duplicate is ignored and not imported. | ||
* **Stop the import:** if a duplicate is detected mSupply will stop and cancel the whole import i.e. the database will be exactly that same as it was before you started the import. | * **Stop the import:** if a duplicate is detected mSupply will stop and cancel the whole import i.e. the database will be exactly that same as it was before you started the import. | ||
Line 31: | Line 43: | ||
==== Preview tab ==== | ==== Preview tab ==== | ||
- | {{ : | + | {{ : |
This tab enables you to see a preview of what will be imported into mSupply and helps you check that mSupply is reading what you expect from the import file. | This tab enables you to see a preview of what will be imported into mSupply and helps you check that mSupply is reading what you expect from the import file. | ||
The left hand column of the table (" | The left hand column of the table (" | ||
- | ==== The Stores tab ==== | + | ==== Stores tab ==== |
- | {{ :import_and_export: | + | <WRAP center round important 80%> |
- | This is the tab you use to specify which stores the items you import will be visible | + | If the preference // |
+ | {{ : | ||
- | Note that only imported item visibility is affected during the import - for example, if you choose to ignore duplicates and a duplicate item is found in the import file, the visibility of the item already in mSupply is not affected by the import process. But if you have chosen to update duplicates, if a duplicate item is found in the import file the existing item in mSupply will be updated to match what it in the import file have and its visibility will be altered to match what is set on this tab. | ||
- | One further thing to note is that if the preference " | + | <WRAP center round tip 60%> |
+ | Item visibility in each store will be turned **on** in accordance | ||
+ | </ | ||
- | {{ : | + | </ |
+ | {{ : | ||
+ | * This is the tab you use to specify which stores the items you import will be visible in. | ||
+ | * The store you are logged into is ticked by default. Simply check the " | ||
- | ==== The Master lists tab ==== | + | <WRAP center round important 60%> |
- | {{ : | + | Only imported item visibility is affected during the import. |
+ | * If you choose to ignore duplicates, then the visibility of the item already in mSupply is not affected by the import process. | ||
+ | * If you chose to update duplicates, then the visibility of the item already in mSupply will be updated to match what you have set on this tab. | ||
+ | </ | ||
+ | |||
+ | |||
+ | |||
+ | |||
+ | ==== Master lists tab ==== | ||
+ | {{ : | ||
This is the tab you use to determine which master lists the items in the import file will be added to as they are imported. Simply check the "Add to list" column checkbox for the master lists you wish all the items in the import file to be added to. | This is the tab you use to determine which master lists the items in the import file will be added to as they are imported. Simply check the "Add to list" column checkbox for the master lists you wish all the items in the import file to be added to. | ||
Line 65: | Line 91: | ||
| 4 | D | reference pack size | integer | | 4 | D | reference pack size | integer | ||
| The above fields are mandatory, while the following fields are optional and may or may not be included\\ | | The above fields are mandatory, while the following fields are optional and may or may not be included\\ | ||
- | | 5 | E | shelf location | + | | 5 | E | Default |
| 6 | F | user field 1 | 30 alphanumeric characters | | 6 | F | user field 1 | 30 alphanumeric characters | ||
| 7 | G | user field 2 | 30 alphanumeric characters | | 7 | G | user field 2 | 30 alphanumeric characters | ||
Line 79: | Line 105: | ||
| 17 | Q | account code for cost of goods sold | | | | 17 | Q | account code for cost of goods sold | | | ||
| 18 | R | income account code | | | | 18 | R | income account code | | | ||
- | | 19 | S | Price | + | | 19 | S | Default sell price | | |
- | | 20 | T | Category | + | | 20 | T | Category |
- | | 21 | U | Weight | + | | 21 | U | Category 2 | 60 alphanumeric characters |
- | | 22 | V | Critical stock | " | + | | 22 | V | Category 3 | 60 alphanumeric characters |
- | | 23 | W | Normal stock | " | + | | 23 | W | VEN category |
- | | 24 | X | + | | 23 | X | Weight |
- | | 25 | Y | + | | 24 | Y | Critical stock | " |
- | | 26 | Z | + | | 25 | Z | Normal stock | " |
+ | | 26 | AA | User field 5 | number | | ||
+ | | 27 | AB | User field 6 | ||
+ | | 28 | AC | User field 7 | " | ||
+ | | 29 | AD | Default volume per pack | The volume of a single pack of the default pack size in m< | ||
+ | | 30 | AE | Default outer pack size | The number of default packs that fit in a carton. Filled in by default when receiving goods but can be simply overridden. | | ||
+ | | 31 | AF | Default outer pack volume | ||
- | All these are in this handy template: {{ : | + | All these are in this handy template: {{ : |
- | The chances are that you already have a set of codes that you use internally. In this case open up Excel or a similar spreadsheet program, fill in the item description in the order shown above. For a quick solution, you only need to take account of the first four column, the rest can be ignored. | + | The chances are that you already have a set of codes that you use internally. In this case open up Excel or a similar spreadsheet program, fill in the item description in the order shown above. For a quick solution, you only need to fill in the first four columns, the rest can be ignored. |
The third column representing " | The third column representing " | ||
Line 96: | Line 128: | ||
{{ : | {{ : | ||
- | Save a spreadsheet file as shown above as a tab-delimited text file. | + | Save a spreadsheet file as shown above as a <wrap em>tab-delimited text file</ |
+ | |||
+ | <WRAP center round important 60%> | ||
+ | If the file you are importing has non-English characters (for example, accents), it is important to make sure the file is saved with a UTF-8 charset. You can check this by opening the file in Notepad (for Windows). When you save the file, you can choose the Charset used, as shown in image below. | ||
+ | |||
+ | {{: | ||
+ | </ | ||
+ | |||
+ | <WRAP info center round 60%> | ||
+ | If there are non-printable characters before or after the item name and code they will be removed. Any non-printable characters in the name or code will be replaced with an underscore (<wrap em> | ||
+ | </ | ||
+ | |||
+ | ==== Import new item codes ==== | ||
+ | |||
+ | If you need to change the item codes for a selection of items in bulk, custom code has been developed for this purpose. | ||
- | Open up mSupply with a new data file and chose the import command. Direct the open/save dialog box to the text file and click " | + | The relevant details are: |
- | You will be asked if you want to remove quotation mark characters. If you have created the file in Microsoft Excel, it adds quotation marks around fields that have a comma in them (even though it shouldn't). If this is an issue, choose the option to remove the quotation marks. | + | * Method: |
+ | * [[https:// | ||
- | // Previous: [[payments_and_receipts:receiving_payments|Receiving payment from Customers]] | + | \\ |
+ | \\ | ||
+ | | | ||
---- struct data ---- | ---- struct data ---- | ||
+ | pagestatus.status | ||
---- | ---- | ||