Stock Items can either be added or updated, depending on the data in the import file. If you want to add a new stock item, the stock ID supplied in the import file must NOT already exist in the Pinnacle database. If you want to update an existing stock item, the stock ID supplied in the import file MUST already exist in the Pinnacle database. Updates and additions can be mixed within the one import file if necessary.
All the Required fields must be supplied when you are adding a new stock item. If you are updating an existing stock item, you do not need to supply the Required fields (other than the Stock ID). Any fields left blank in the import file when updating an existing stock item will be left unchanged in Pinnacle. The stock ID cannot be updated for an existing stock item.
The data file to import Stock Items must consist of thirty-seven (37) comma separated columns. The columns must be in the following order:
Column |
Field |
Required/Optional |
Description |
|
1 |
Stock ID |
Required |
If the stock ID exists, the stock item will be updated. If the stock ID does not exist, the stock item will be added. |
|
2 |
Description |
Required |
|
|
3 |
Comments |
Optional |
If you are updating an existing stock item, the comments will be appended to any existing comments. |
|
4 |
Category |
Optional |
The value in this field will be added to the Stock Category table if it does not already exist. |
|
5 |
Material Item |
Optional |
The value in this field must be 'Y' for Yes, or 'N' for No. This will default to 'N' if no value is supplied. |
|
6 |
Part Number |
Optional |
|
|
7 |
Model Number |
Optional |
|
|
8 |
Issue Unit |
Optional |
The value in this field will be added to the Issue/Order Units table if it does not already exist. |
|
9 |
Market Price Per Issue Unit |
Optional |
|
|
10 |
Average Cost per Issue Unit |
Optional |
This will default to 0.00 if no value is supplied. |
|
11 |
Max Issue Quantity |
Optional |
|
|
12 |
Re-order Level |
Optional |
|
|
13 |
Min Stock Level |
Optional |
|
|
14 |
Max Stock Level |
Optional |
|
|
15 |
Shelf Life |
Optional |
|
|
16 |
Government Contract |
Optional |
The value for this field must be 'Y' for Yes, or 'N' for No. This will default to 'N' if no value is supplied. |
|
17 |
Non-stock Item |
Optional |
The value for this field must be 'Y' for Yes, or 'N' for No. This will default to 'N' if no value is supplied. |
|
18 |
Restricted Item |
Optional |
The value for this field must be 'Y' for Yes, or 'N' for No. This will default to 'N' if no value is supplied. |
|
19 |
Asset Item |
Optional |
The value for this field must be 'Y' for Yes, or 'N' for No. This will default to 'N' if no value is supplied. |
|
20 |
Order Unit |
Optional |
The value in this field will be added to the Issue/Order Units table if it does not already exist. |
|
21 |
Min Order Unit Quantity |
Optional |
|
|
22 |
Issue Units per Order Unit |
Optional |
This will default to 1 if no value is supplied. |
|
23 |
Stock Location Code |
Optional |
This value in this field will be added to the Stock Locations table if it does not already exist. |
|
24 |
Bin Code |
Optional |
This column is ignored if there is no Stock Location Code. If the bin code does not exist, the Bin will be added for the Stock Location. If the bin code already exists for the Stock Location, the bin will be updated. |
|
25 |
Bin Barcode |
Optional |
This column is ignored if there is no Stock Location Code. |
|
26 |
Supplier Name |
Optional |
The value in this field will be added to the Supplier table if it does not already exist. The supplier will also be set as the preferred supplier for the stock item. |
|
27 |
Supplier Short Name |
Optional |
This column is ignored if there is no Supplier Name. If the supplier is to be added to the supplier table, this field must have a value. |
|
28 |
Supplier Address |
Optional |
|
|
29 |
Supplier City |
Optional |
|
|
30 |
Supplier State |
Optional |
|
|
31 |
Supplier Postcode |
Optional |
|
|
32 |
Supplier Phone Number |
Optional |
|
|
33 |
Supplier Fax |
Optional |
|
|
34 |
Purchase Order Reference |
Optional |
This column is ignored if there is no Supplier Name. If a stock purchase order already exists with this purchase order reference, a new purchase order item for the stock item will be added, otherwise a new purchase order will be added and marked as completed. |
|
35 |
Purchase Order Date |
Optional |
This column is ignored if there is no Supplier Name. |
|
36 |
Stock On Hand |
Optional |
If the Stock Location Code and Bin are supplied, the value for this field is used as the quantity of stock at the bin. |
|
37 |
Delivered |
Optional |
The value for this field must be 'Y' for Yes, or 'N' for No. This will default to 'N' if no value is supplied. |