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.
Notes/注意事項
Item number assignment is handled by Headquarters. Please ask for the item number before creating a new item.
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.
Notes/注意事項
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
Item 工作表
No. = 料號
No.2 = BOM(分類用)
Description = 料號名稱
Description2 = KDS顯示的簡寫 (系統只會顯示前3 個字)
Base Unit of Measure = 基本單位
Sales Unit of Measure = 銷售單位
Purch. Unit of Measure = 採購單位
Inner Unit of Measure = 內箱單位Item 單位工作表
Item No. = 料號
Code = 單位代碼
Qty. per Unit of Measure = 基本單位換算後的比例
舉例: 珍珠基本單位 為克， 一包有1000克珍珠 G 1 珍珠 Box 1000 - After saving the file, Select the Excel menu of the Tables ribbon and click the Import from Excel button to import the file. Or select the Home menu and click the Import from Excel button.
- 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.
If using the Apply Package button please pay attention to another table of imported data that didn't apply yet. Otherwise, when clicking the Apply Package button will import all data of that package.
- It will show the result of this import file.
- If everything is alright, the No. of Package Errors columns won't show any number and vice versa.
The System will check the data correctly from the import process.
Secondly, the system will check the data on apply data process.
- Click the error number will open the error detail page. It can show the error detail of that data
- Select the record and click the Show Error button to check the error message.
If the message can't show the full sentence, move the cursor to the Error Text it will show complete text.
- Update the error data and import again. (If the import data error occurred, normal data will creating/updating data to the system as well)
Repeat steps 9 - 13 to import the data file. - This guide can be applied when you export data to create and update. All you need to do is select the data source (Tables) of the package before the process.