Create an item by clicking the New button and filling in the required fields. If create mass items at one time. We could use the system to generate a template excel file to import data to create mass items at the same time.
Step-by-step guide
In the below case, we will show how to import data files to create items.
- After login the web client. Select the Home menu and open the Settings menu.
- Login detail can reference this quick guide. - All needed functions are shown in the left navigation menu.
- Select the Configuration package button to open it.
- Select the "Item" package to open it.
- Select the tables which use to create items. Select the Excel menu of the Tables ribbon and click the Export to Excel button to export the item import data file as of the template.
- Click the Yes button to continue and wait for the system to generate the file.
- Select a location to save the file.
- Follow highlighted columns and fill in related data on that column.
Note: Can't change anything of the top 3 rows. Otherwise, it can't import.
注意: 匯出匯入的檔案不能修改它前3行的任何資料。 否則系統無法讀取相關檔案
- After saving the file, Select the Excel menu of the Tables ribbon and click the Import from Excel button to import the file.
- Click the Choose... button and select the file to import.
- The system will show how much data has been imported into this package and waiting to apply the change.
- Select the Functions menu of the Tables ribbon and click the Apply Data button to create/update selected tables data. Or select the Home menu and click the Apply Package button.
