Import data in Excel format

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Excel import – Creating variant and batch references

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Functionality Excel Import – Create variant and batch part numbersThe Excel Import – Create variant and batch part numbers feature of the K inventory inventory management application enables you to quickly add part numbers to the database.

This feature makes it easy to import new part numbers into K inventory with all the information you require.

 

This feature is not available on the Mobile version.

 

1. In the left-hand screen frame, click on Import data.

 

Importing data from Excel onto an inventory management platform: K inventoryK inventory features

 

2. Go to Import dataclick on the Data creation.

 

Importing Excel data into inventory management software: K inventoryChoice of variant and batch data import mode

 

3. To download the file template, click on the K inventory file template.

 

The template file is automatically updated when a custom field is created, modified or deleted.

 

4. To add new references to the K Inventory database, fill in at least the required fields in the file as shown in the example below.

 

Depending on the type of reference, certain fields may or may not be mandatory.

  • For a reference of type Product: Type – Name – Quantity + Parent (target folder)
  • For a reference of type Equipment: Type – Name – Tag + Parent (target folder)
  • For a reference of type Variants and Lots: Related_parent (parent product) – Name – Quantity + Parent (target folder)

 

Import file format Creation

 

5. Save the Excel file.

 

6. Drag file into frame Drag the file to be imported or click here or click on the add a file icon to select the file.

 

Once the file has been integrated, the Data validation tab indicates whether errors have been detected or whether all lines can be inserted. If an error occurs, click on Return to previous step.

 

It is not possible to create duplicate references in the same file (ID and barcode).

If one of the lines in your file duplicates a piece of equipment already present on the platform, or if the information is incorrect, all the lines in the file will be rejected.

You will need to make the necessary changes before importing your file again.

 

8. Confirm the import of the new references into the database by clicking on Save.

 

Audit result

 

9. In the Resulttab, you’ll see confirmation that the import was successful.

 

Excel import on an inventory platform: K inventoryConfirmation of reference creation

 

10. To check reference creation, click on Folders in the left-hand frame, then go to the folder where the new references have been created.

 

Import - Creating variant and batch referencesDisplaying new equipment

 

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