You can create items individually or you can import the list of items into the Items App with a CSV spreadsheet file.
Prepare the Item list with the supplier information with the Supplier name and Supplier Number in.CSV format.
Steps to Upload Items from a CSV File
- Log in and access Items App from your universal navigation menu.
- Click on the More icon and select Import.
- Before uploading your file, verify you don’t make any common errors.
- Click on the Import button.
- You can Import the files using two different options.
- If you choose New Import, you can import a completely new .csv file.
- You need to Browse and choose a .csv file and click on Next.
- Select the attributes that you would like to group from the Grouping Attributes dropdown.
- Map items fields to respective CSV fields as shown in the below instance. Make sure to map the custom mandatory fields.
- After mapping all fields as shown below, hit the Import button to import records.
- Once you are done with mapping click Proceed on each validation.
- If the Supplier is not available in the system, in the Reference Data you will get an option to create a supplier.
- Click on the Add(+) icon.
- You will get the Create Supplier pop-up, click on the Create button.
- The Supplier will get created. Then click on the Proceed.
- Finally, the page will show the number of #of Records, #deleted records, and #of ignored records and click on Start Import.
- Here we go, the import is done successfully and the log will display the totals of imported records, failed, and etc.
- Recent imports will get added to the Imports history.
- Here, you can get the option to download the imported or ignored records lists.
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