Import Non Report Groups |
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It is best when doing the import (for speed and good database practice) to use a reasonably quick machine/server and not have users actually logged on to the database. It is not necessary to log all users out, however.
Example: stock non report group The method to import Non Report Groups is to first export a filtered stock list to a spreadsheet (XLSX). This list will include only the stock required to be imported into the non report group.
Once the list has been run, stock can be exported in a number of ways: 1.In the Stock List Reports toolbar, select Stock List Export, then click Print. This will open to show a spreadsheet which can then be saved externally. ![]() 2.Right click in the lower grid and select either Export Data or Export Grid. ![]() This can be saved as a spreadsheet for editing.
To import, Non Report Groups must be set up within Jim2 via Tools > Groups first.
In the exported stock list, remove all columns except the stock code column. Add a column for the Non Report Group.
If the stock is to appear in more than one non report group, just make two entries as per below:
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On the ribbon, go to Tools > Groups and select Stock Groups.
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Select Import Non Report Groups, then select the spreadsheet file.
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The following screen will appear. Select Add Groups Only or Delete all groups for the Stocks in the spreadsheet, then add the spreadsheet file with the new groups.
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Click Import, where a messages will appear stating the import was successful. If there are errors, these will be shown.
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Further information |