Differences between revisions 30 and 39 (spanning 9 versions)
⇤ ← Revision 30 as of 2008-10-13 01:47:58 →
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Editor: julius
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← Revision 39 as of 2009-08-28 03:59:14 → ⇥
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Editor: test02
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Deletions are marked like this. Additions are marked like this.
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Importing files is a quick way of getting data from one system, possibly manipulating it with third party software and (re)importing into CONTROL. The data must have columns in the following sequence and all columns with data in them will be assumed to match the columns defined below. All columns defined below past the last column with actual data in the import file, will be given the currently defined "default value". Importing files is a quick way of getting data from one system, possibly manipulating it with third party software and (re)importing into CONTROL.

The data '''MUST''' have

 * the columns in the correct sequence. Do NOT rearrange the column sequence.
 * the column headings exactly as they were in the original blank spreadsheet
All columns with data in them will be assumed to match the columns defined below. All columns past the last column with actual data in the import file, will be given the currently defined "default value".
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impXXmin "file_name". impXXmin -b "file_name" = This will blank fields if the field is equal to zero or blank impstmin --qoh "file_name" - (minus minus qoh "filename") This is used in stock to import the quantity on hand field, otherwise it will be ignored {{{
impXXmin "file_name"}}}
 . where XX => dr/cr/st/ca/gl for debtors,creditors,stock,categories,general ledger
Running {{{impXXmin -b "file_name"}}} will blank fields if the field is equal to zero or blank
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XX is can be dr/cr/st/ca/gl for debtors,creditors,stock,categories,general ledger Running {{{impstmin --qoh "file_name"}}} is used in stock to import the quantity on hand field, otherwise it will be ignored
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= STOCK FILE IMPORT - 44 fields = To get an empty copy of the import file, run

{{{
expXXmin}}}
and specify the desired filename for the spreadsheet. Make sure that the filename ends with ".csv".

== STOCK FILE IMPORT - 51 fields ==
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 * Supplier 2  * Supplier 2 (supplier code - maximum of 8 characters)
 * Supplier 2 Product Code,
 * Supplier 2 Cost in SUPPLIER'S currency
 * Supplier 3 (supplier code - maximum of 8 characters)
 * Supplier 3 Product Code,
 * Supplier 3 Cost in SUPPLIER'S currency
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 * Tax Code (3=0%, 4=10%)
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= CREDITORS IMPORT - 22 fields =  * Print Labels
== CREDITORS IMPORT - 23 fields ==
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 * accounts_email  * web_address
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 * Account_Name
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= CUSTOMERS IMPORT - 23 fields = == CUSTOMERS IMPORT - 23 fields ==
Line 102: Line 125:
= CATEGORY/DEPARTMENT IMPORT - 2 fields = == CATEGORY/DEPARTMENT IMPORT - 19 fields ==
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= GENERAL LEDGER IMPORT - 8 fields =  * Group_price_start_date
 * Group_price_end_date
 * Discount_Markup
 * Group1_DM
 * Group2_DM
 * Group3_DM
 * Group4_DM
 * Group5_DM
 * Group6_DM
 * Group7_DM
 * Group8_DM
 * Group9_DM
 * Group10_DM
 * Group11_DM
 * Group12_DM
 * Group13_DM
 * Group14_DM
== GENERAL LEDGER IMPORT - 8 fields ==

IMPORTING FILES

Importing files is a quick way of getting data from one system, possibly manipulating it with third party software and (re)importing into CONTROL.

The data MUST have

  • the columns in the correct sequence. Do NOT rearrange the column sequence.
  • the column headings exactly as they were in the original blank spreadsheet

All columns with data in them will be assumed to match the columns defined below. All columns past the last column with actual data in the import file, will be given the currently defined "default value".

To import the file you need to run: 

impXXmin "file_name"

  • where XX => dr/cr/st/ca/gl for debtors,creditors,stock,categories,general ledger

Running impXXmin -b "file_name" will blank fields if the field is equal to zero or blank

Running impstmin --qoh "file_name" is used in stock to import the quantity on hand field, otherwise it will be ignored

To get an empty copy of the import file, run 

expXXmin

and specify the desired filename for the spreadsheet. Make sure that the filename ends with ".csv".

STOCK FILE IMPORT - 51 fields

  • Stock/Style Number
  • Description
  • Comment
  • Category (Dept/Sub-department - maximum of 8 characters)
  • Alternate Category
  • Supplier 1 (supplier code - maximum of 8 characters)
  • Supplier 1 Product Code,
  • Supplier 1 Cost in SUPPLIER'S currency
  • Supplier 2 (supplier code - maximum of 8 characters)
  • Supplier 2 Product Code,
  • Supplier 2 Cost in SUPPLIER'S currency
  • Supplier 3 (supplier code - maximum of 8 characters)
  • Supplier 3 Product Code,
  • Supplier 3 Cost in SUPPLIER'S currency
  • Last Supplier Cost in LOCAL currency
  • Duty %
  • Tax Code (3=0%, 4=10%)
  • Other Charges (amount or % of supplier cost in local currency)
  • Landed Cost
  • Current Sell Price (Inc GST)
  • Promotional Sell Price (Inc GST)
  • Promotional Start Date
  • Promotional End Date
  • Price Level 1
  • Price Level 2
  • Price Level 3
  • Price Level 4
  • Buy Unit (assume buy unit = sell unit, etc.)
  • Hold Unit
  • Buy_Hold Factor
  • Barcode Number
  • Quantity on hand
  • Minimum
  • Maximum
  • Processing Type (C = Consignment, D = discontinued, G = Gross (no qty), I = Inactive, M = Miscellaneous (fixed GP), S = scalable item, W = whole number only)
  • Reporting Type
  • Statistical / Temporary (should be marked as a S or T)
  • On Internet (y/n)
  • Weight
  • Volume
  • Attribute Group
  • Colour palette
  • Size run
  • Parent/Style number (this and next two columns are only valid for "child" items)
  • Attribute
  • Colour
  • Size
  • Season
  • Rebate 1
  • Rebate 2
  • Print Labels

CREDITORS IMPORT - 23 fields

  • Supplier_code
  • Supplier_name
  • main_contact
  • main_addr1
  • main_addr2
  • main_addr3 (City, State, Postcode)
  • main_country
  • main_phone
  • main_fax
  • main_email
  • web_address
  • other_addr1
  • other_addr2
  • other_addr3 (City, State, Postcode)
  • Supplier_ABN
  • Supplier_Group
  • Payment_Type (E for eft, C for cheque)
  • BSB_Number
  • Account_Number
  • Account_Name
  • Credit Terms (in days)
  • Past End of Month
  • GL Sundry Invoice Expense Account

CUSTOMERS IMPORT - 23 fields

  • Customer Code
  • First Name
  • Last Name
  • Title (Mr, Mrs, Miss, Dr, etc)
  • Customer Name (Business name or Full Customer name)
  • Address 1
  • Address 2
  • Address 3 (City, State)
  • Postcode
  • Zone (delivery zone or postcode)
  • Country (3 character country code)
  • Main Phone
  • A/H Phone
  • Mobile Phone
  • Fax Number
  • Email Address
  • Contact Person
  • Group 1
  • Group 2
  • Credit Limit
  • Delivery Address 1
  • Delivery Address 2
  • Delivery Address 3

CATEGORY/DEPARTMENT IMPORT - 19 fields

  • Category ID (Category code including department prefix, or just department prefix)
  • Category Name
  • Group_price_start_date
  • Group_price_end_date
  • Discount_Markup
  • Group1_DM
  • Group2_DM
  • Group3_DM
  • Group4_DM
  • Group5_DM
  • Group6_DM
  • Group7_DM
  • Group8_DM
  • Group9_DM
  • Group10_DM
  • Group11_DM
  • Group12_DM
  • Group13_DM
  • Group14_DM

GENERAL LEDGER IMPORT - 8 fields

  • GL code
  • GL Description
  • Post / No post
  • P/L or B/S
  • Debit / Credit
  • Level
  • Prime Parent
  • Second Parent

Import (last edited 2024-11-08 05:38:48 by JennyTinsey)