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Importing files is a quick way of getting data from one system, possibly manipulating it in a third party software and reimporting into CONTROL. The import must adhere to the following headings Importing files is a quick way of getting data from one system, possibly manipulating it with third party software and (re)importing into CONTROL.
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= STOCK FILE IMPORT =
 * Stock Number		 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 - 49 fields ==
 * Stock/Style Number
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 * Category (Dept/Sub-department)
 * Supplier 1,		  * Category (Dept/Sub-department - maximum of 8 characters)
 * Alternate Category
 * Supplier 1 (supplier code - maximum of 8 characters)
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---- /!\ '''Edit conflict - other version:''' ----
 * Supplier Cost (in supplier currency)		  * 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
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 * Other Charges (amount or % of supplier cost in local currency)
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 * Promotional Sell Price (Inc GST)
 * Promotional Start Date
 * Promotional End Date
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 * Unit (assume buy unit = sell unit, etc.)  * Buy Unit (assume buy unit = sell unit, etc.)
 * Hold Unit
 * Buy_Hold Factor
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---- /!\ '''Edit conflict - your version:''' ----
 * Supplier Cost in supplier currency
 * Duty %
 * Other Charges (amount or % of supplier cost in local currency)
 * Landed Cost
 * Current Sell Price (Inc GST)
 * Price Level 1
 * Price Level 2
 * Price Level 3
 * Price Level 4
 * Unit (assume buy unit = sell unit, etc.)
 * Barcode Number

---- /!\ '''End of edit conflict''' ----
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 * Minimum,  * Minimum
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 * 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)
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 * Size run,

---- /!\ '''Edit conflict - other version:''' ----
 * Size run,

---- /!\ '''Edit conflict - your version:''' ----

---- /!\ '''End of edit conflict''' ----
 * Parent,
 * Colour,		  * Attribute Group
 * Colour palette
 * Size run
 * Parent/Style number (this and next two columns are only valid for "child" items)
 * Attribute
 * Colour
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---- /!\ '''Edit conflict - other version:''' ----

---- /!\ '''Edit conflict - your version:''' ----

---- /!\ '''End of edit conflict''' ----
= CREDITORS IMPORT =
 * Supplier code		  * Season
 * Rebate 1
 * Rebate 2
== CREDITORS IMPORT - 22 fields ==
 * Supplier_code
 * Supplier_name
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 * main_city
 * main_state
 * main_postcode		  * main_addr3 (City, State, Postcode)
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 * accounts_email
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 * other_city
 * other_state
 * other_postcode
 * abn

---- /!\ '''Edit conflict - other version:''' ----

---- /!\ '''Edit conflict - your version:''' ----

---- /!\ '''End of edit conflict''' ----
= CUSTOMERS IMPORT =		  * other_addr3 (City, State, Postcode)
 * Supplier_ABN
 * Supplier_Group
 * Payment_Type (E for eft, C for cheque)
 * BSB_Number
 * Account_Number
 * Credit Terms (in days)
 * Past End of Month
 * GL Sundry Invoice Expense Account
== CUSTOMERS IMPORT - 23 fields ==
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 * Title (Mr, Mrs, Miss, Dr, etc)
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 * State  * Address 3 (City, State)
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 * Country  * Zone (delivery zone or postcode)
 * Country (3 character country code)
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 * Contact  * Email Address
 * Contact Person
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---- /!\ '''Edit conflict - other version:''' ----

---- /!\ '''Edit conflict - your version:''' ----

---- /!\ '''End of edit conflict''' ----
= DEPARTMENT =
 * Department ID
 * Department Name

---- /!\ '''Edit conflict - other version:''' ----

---- /!\ '''Edit conflict - your version:''' ----

---- /!\ '''End of edit conflict''' ----
= Category =
 * Department ID
 * Category ID		  * Credit Limit
 * Delivery Address 1
 * Delivery Address 2
 * Delivery Address 3
== CATEGORY/DEPARTMENT IMPORT - 2 fields ==
 * Category ID (Category code including department prefix, or just department prefix)
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== GENERAL LEDGER IMPORT - 8 fields ==
 * GL code
 * GL Description
 * Post / No post
 * P/L or B/S
 * Debit / Credit
 * Level
 * Prime Parent
 * Second Parent

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 - 49 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 %
  • 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

CREDITORS IMPORT - 22 fields

  • Supplier_code
  • Supplier_name
  • main_contact
  • main_addr1
  • main_addr2
  • main_addr3 (City, State, Postcode)
  • main_country
  • main_phone
  • main_fax
  • main_email
  • accounts_email
  • 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
  • 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 - 2 fields

  • Category ID (Category code including department prefix, or just department prefix)
  • Category Name

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)