This is an old revision of the document!
Importing Data::Inventory modules
Import of Inventory modules (Quotes, SO, PO and Invoices) is very similar to the normal import process, the only difference appears in the mapping of fields.
If the module being imported is an inventory module the field mapping step of the import process will show not only the fields of the module but also a set of “virtual” fields that represent the product/service lines of the module.
These fields must be mapped to columns being imported from the CSV file. Basically they represent the fields that can be found in the product lines of the inventory modules as can be seen in the next table:
| Field Name | Description |
|---|---|
| Item Name | Product or Service. Should be in import format Products::::ProductName or Services::::ServiceName. The item will be created if it does not exist |
| Item Comment | Description of the product or service |
| Quantity | The number of units sold on this line |
| List Price | The unit price of product or service in this line |
| Item Discount Amount | Direct discount if applied |
| Item Discount Percent | Percentage discount if applied |
| Discount Amount | Direct discount of the Quote, SO, PO or Invoice if applied. This field, although repeated in every line of the import CSV will be applied only once to the total of the record being imported |
| Discount Percent | Percentage discount of the Quote, SO, PO or Invoice if applied. This field, although repeated in every line of the import CSV will be applied only once to the total of the record being imported |
| S&H Amount | Shipping and handling costs of the Quote, SO, PO or Invoice. This field, although repeated in every line of the import CSV will be applied only once to the total of the record being imported |
| Currency | Currency the record should be created with. This currency must exist in the system, it will NOT be created. This field, although repeated in every line of the import CSV will be applied only once to the total of the record being imported |
- TAXES!!
- REPEAT LINES GROUPED ON REFERNECE
