Import - Stock items

Parent Previous Next

This option will allow you to import data for Stock items from a valid file format into an existing Set of Books. To be able to import the data for Stock items, you need to have created a valid XML Database File format or a valid Lotus Spreadsheet file format on your system in Setup → Export.

To import stock items:

1.On the Setup ribbon, select Import.

2.Select Stock as the Data type to import.

3.Select one of the following file types in which the data to import, is saved on your system:

a)Comma Separated Values (*.CSV)

b)Tab Delimited (*.TXT)

c)XML Database File (*.XML)

d)Lotus Spreadsheet File (*.WK1)

4.Click on the button to locate the data file. The following screen is displayed:

5.Click on the button to locate the data file.

6.Click on the button. The following screen is displayed:

7.Click on the Import button. The Import Check screen is displayed:

8.You may use the record buttons to add, delete or change the stock records on the ImportCheck screen. You may then click on the All or OK buttons to import the stock file.

9.Once the import process is finished an information message "Data file import completed!" will be displayed. Click on the OK button.  

10.Go to the Reports ribbon and select Reports → Stock items → Stock item listing to check the stock items.

11.Go to the Action ribbon and select Stock items to edit the stock items, if necessary.  

Created with the Personal Edition of HelpNDoc: Generate EPub eBooks with ease