Import into Worksheet From File

A spreadsheet of Sales parts and/or Rental inventory can be generated from the EXCEL output option of the Inventory Count Console, or a template can be generated and the products manually entered, and once either spreadsheet is saved to a "tab-delimited" text file this import utility can be used to populate the Update Inventory Worksheet where the correct quantity counts can then be logged.

The values in the 'Division', 'Product' and 'Count' columns of the spreadsheet will be imported.
The other columns on the spreadsheet include indicators in the column headings as follows:

The import prompts are:

LOCATION

Accept the operator default location or select a location from the drop-down list.
Only product records for this location will be imported into the Worksheet from the import file, regardless of any other locations reported on that import file.
This means if product records need to be imported for several locations from an import file, each location needs to be imported individually.

IMPORT INTO

Select one of the following worksheet import targets:

• Click "New Worksheet" to delete any existing worksheet for this location in Update Inventory Worksheet and to create a new one containing only the products on the spreadsheet.
• Click "Existing Worksheet" to import the count quantity into an existing worksheet, adding the new records without deleting the existing ones.

New Worksheet options:

The following parameters only apply when a new worksheet is being created, and are disabled if an existing worksheet is being updated as these settings have already been defined:

PRIMARY SORT

When a new worksheet is being created the products are populated by the import, and this filter can be used to define the sort order on the worksheet.
Select one of Class, Group, or None.

COUNT DATE

Enter the count date to apply for this update.
This date becomes the adjustment date when quantities are adjusted in the inventory sub-ledger.

When the corresponding cost adjustments are posted to the G/L, this date must then be within the adjustment date range selected in Post Inventory Adjustments.

SORT BY

Select one of the following sort options for the worksheet:

• Select Description to print in Product Description order.
• Select Product# to print in Product Number order.
• Select Bin Location to print the report in Bin Number order.

DOUBLE SPACED

Check this box to space the report by printing on every other line to allow for manual notes.

Uncheck this box to print the report on every line.
This uses less paper, but limits space for recording notes.

NEW PAGE PER GROUP/CLASS

This paging option only applies when the products are filtered by Product Class or by Group.

Check this box to start each Class or Group on a new page based on the selection filter above.
Uncheck this box to prevent starting a new page for each Class or Group.

This field does not apply if the Select By choice is "Product" or "Reporting Set".

Finished?

Click ACCEPT to initiate the import or CANCEL to abort.

Import Process:
If the import action has been accepted for to create a "New Worksheet", a warning is triggered if an existing worksheet for that location exists and confirmation is required to CLEAR it.

The Select a File to Upload utility is generated to move the "tab-delimited text file from the Client to the data directory on the Server and rename it as "worksheet.txt" in preparation for importing it into Update Inventory Worksheet.

A spreadsheet of the product records to be imported is generated and any error conditions are noted on the column on the left.
The import will add products that have no quantities to the "blank" worksheet page for the location.

Confirmation is required to complete the import of successful entries to Update Inventory Worksheet.