Inventory: Import Adjustments

The system a llows inventory quantity adjustments to be imported into the Adjustments window. The Import Inventory Adjustments screen is accessible from the Inventory Adjustments screen by pressing the Import button. The following screen comes into view.

Source

Each saved Adjustment Source is listed in this section with tools for adding new sources and modifying or deleting existing sources.

Insert (button)

See Inserting or Changing an Import Source

Change (button)

See Inserting or Changing an Import Source

Delete (button)

Press the Delete button and the highlighted source will be deleted.

Preview (button)

Once the import source has been defined and selected, press the Preview button to see what the Imported Adjustment will look like. If there are errors, an error screen with appropriate error descriptions will come into view. Otherwise, the preview screen on the right will be filled with information from the import file.

If the information in the preview window correctly represents the adjustments to be imported, click the Import button and the adjustments will be inserted into the Inventory Adjustments window .

Import (button)

Press the Import button to bring the formatted information into the Inventory Adjustments screen.

Inserting or Changing an Import Source

Press the Insert or Change buttons and the following screen comes into view.

Source Name

This is the name of the import source. There must be a name or the source will not be saved.

Import File Format

Select the Format in which the Import file is saved.

Comma Delimited

Comma Delimited files save their data separated by commas like this:
Column 1,Column 2,Column 3,Column 4
 Row 1 Value 1,Row 1 Value 2,Row 1 Value 3,Row 1 Value 4
 Row 2 Value 1,Row 2 Value 2,Row 2 Value 3,Row 2 Value 4
 ...
 Row N Value 1,Row N Value 2,Row N Value 3,Row N Value 4

Tab Delimited

Tab Delimited files save their data separated by tabs like this:
 Column 1    Column 2    Column 3    Column 4
 Row 1 Value 1    Row 1 Value 2    Row 1 Value 3    Row 1 Value 4
 Row 2 Value 1    Row 2 Value 2    Row 2 Value 3    Row 2 Value 4
 ...
 Row N Value 1    Row N Value 2    Row N Value 3    Row N Value 4

Fixed Position

Fixed Position files use physical spacing to identify the separate data values like this:
 Column 1            Column 2            Column 3            Column 4
 Row 1 Value 1     Row 1 Value 2     Row 1 Value 3     Row 1 Value 4
 Row 2 Value 1     Row 2 Value 2     Row 2 Value 3     Row 2 Value 4
 ...
 Row N Value 1     Row N Value 2     Row N Value 3    Row N Value 4

Date Field Format

Select the Date Format from the drop-down that is used to represent dates in the import file.

Import File Name

Enter the name of the file to be imported or click the lookup button and select the file.

List of Fields

The field number and field contents are displayed in this table

Insert or Change (button)

Press the Insert or Change button to add a field to the table. The following screen will come into view.

Select the field contents from the available types in the dropdown list and then press the OK button to save the field to the table.

Delete (button)

Press the Delete button to remove the field from the import table.