Update Stock Records |
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To export stock data for updating stock records including stock descriptions, stock location, stock pricing and report level groups, create a filtered Stock List with all stock to be updated.
On the ribbon, go to the Report menu and select Stock List – Export. This will export to a spreadsheet including all columns required for importing. See below for the next steps.
The following explains how to update specific stock record information such as vendor pricing, stock pricing, stock descriptions, stock location, procurement.
To begin, go to Stock > Create Stock List on the ribbon and run a filtered list of the stock requiring updating. Export the data from Jim2, using one of the choices below:
▪Export Procurement Data produces a spreadsheet with the relevant procurement columns, allowing you to make alterations. Columns exported:
▪Export Vendor Pricing Data produces a spreadsheet with the relevant vendor columns. Columns Exported: StockSupplierId, Rank, StockCode, Vendor, Unit, Currency, Vendor StockCode, Vendor RRP, Vendor List Price, Vend Discount %, Cost, Exchange Rate, Extra Pcnt, Extra Dollars, Estimated Cost, Last Updated, Due Days, Qty In Stock, Lead Time, Promo Valid from and to, Promo Price Break columns for all price breaks: List Price, Discount, Cost, Extra Pcnt, Extra Dollars, Valid From and to, Price Break Qty You can also remove vendor rank by placing a -1 in the Rank column of the spreadsheet. Upon synchronising, this will remove that rank from the vendor.
▪Export Pricing Data produces a spreadsheet with all relevant pricing information:
Synchronising requires matching the current stock code, then importing the information that has changed, eg. altered list price, different report level groups, removed bins, etc.
Make the changes to the columns required, then re-import into Jim2 following the instructions below.
The process of synchronising requires a mapping file. This file (.j2m) is a file that matches the column headings in the stock spreadsheet to the field names in Jim2. Numerous mapping files can be saved, then reused when synchronisation is required.
The best way to understand data synchronising is to practise. Using the Training database, synchronise stock records.
On the ribbon, go to Tools > Import Data. Select the Import destination using the drop down to the right of the field.
Click Open source file and Jim2 will test the data.
Click Next.
Map the Source Field Name/Source Data to the Destination Field Name, click Save map file to reuse later, then click Next.
Click Load data.
In the example below, the import has failed as the data is for synchronising – it isn't new stock to be added. Importing new stock requires far more information, and the legend at the top of the Import Data screen indicates the issues with various columns and rows. Once satisfied the file correct, click OK, then Synchronise. This will ensure that everything is correct prior to importing.
Scroll across the row to view all fields.
In most circumstances, there will be no need to alter the Synchronise screen, so just click OK.
If the data test is successful, click OK.
The final screen will advise how many records it will update. Click Import data to complete.
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