Difference between revisions of "Stock List Import"

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{{Tip|text=If you have a Excel formatted file ({{FileExt|xls}}, {{FileExt|xlsx}}...) or a comma separated file {{FileExt|csv}} you will need to use Excel to convert it into a Fixed width file.
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{{Tip|text=If you have a Excel formatted file (xls, xlsx...) or a comma separated file (.csv) you will need to use Excel to convert it into a Fixed width file.
 
 
* To do this simply insert a Row.
 
* To do this simply insert a Row.
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**In the new '''A1''' enter '''AAAAAAAAAAAAAA'''.
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**In the new {{DataValue|A1}} enter {{DataValue|AAAAAAAAAAAAAA}}.
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**In the new '''B1''' enter '''BBBBBBBBB'''.
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**In the new {{DataValue|B1}} enter {{DataValue|BBBBBBBBB}}.
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**In the new '''C1''' enter '''CCCCCCCCC'''.
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**In the new {{DataValue|C1}} enter {{DataValue|CCCCCCCCC}}.
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**In the new '''D1''' enter '''D'''..
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**In the new {{DataValue|D1}} enter {{DataValue|D}}.
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* Click on ''"File"'' or the round ''"Office Logo"'' and select ''"Save As"''.
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* Click on {{Menu|File|Office Logo}} and select {{Button|Save As}}.
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**Set the ''"File path"'' to '''C:\Catalyst.''' ''(If it does not exist create it.)''
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**Set the {{DataPrompt|File path}} to {{FilePath|C:\Catalyst}} (If it does not exist create it).
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**Set the ''"File name:"'' to '''"Platinum"''.
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**Set the {{DataPrompt|File name}} to {{FilePath|Platinum}}.
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**Set the ''"Save as type:"'' to '''"Formatted Text (Space delimited)"'''.
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**Set the {{DataPrompt|Save as type}} to {{DataValue|Formatted Text (Space delimited)}}.
 
*Click {{Button|Save}}.
 
*Click {{Button|Save}}.
  
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Now you will need to open the newly created '''"Platinum.prn"''' file in notepad.
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Now you will need to open the newly created {{FilePath|Platinum.prn}} file in notepad.
 
* Delete the first line that contains the A's, B's, C's and D's.
 
* Delete the first line that contains the A's, B's, C's and D's.
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* Click on ''"File"'' and select ''"Save As"''.
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* Click on {{Button|File}} and select {{Button|Save As}}.
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**Once again set the ''"File path"'' to '''C:\Catalyst.'''
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**Once again set the {{DataPrompt|File path}} to {{FilePath|C:\Catalyst}}.
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**Set the ''"Save as type:"'' to '''"All Files"'''.
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**Set the {{DataPrompt|Save as type}} to {{DataValue|All Files}}.
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**Set the ''"File name:"'' to '''"Platinum.inp"''.
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**Set the {{DataPrompt|File name}} to {{DataValue|Platinum.inp}}.
  
 
Now you will be able to use the {{KeyPress|A-F6}} function in Platinum.}}
 
Now you will be able to use the {{KeyPress|A-F6}} function in Platinum.}}
  
 
{{KB_Tags|stock, list, import, POS, Platinum, Standard, Convert, Comma, Separated, File, Fixed, Width, Fowlers, Fowlers of Bristol, Pre-built, list, Pre, Built, load}}{{KB_ST}}
 
{{KB_Tags|stock, list, import, POS, Platinum, Standard, Convert, Comma, Separated, File, Fixed, Width, Fowlers, Fowlers of Bristol, Pre-built, list, Pre, Built, load}}{{KB_ST}}

Revision as of 15:24, 13 September 2016

Summary

You can import a stock list (created externally to Platinum) directly into areas of the Stock Control, Order Processing or Workshop by pressing <Alt+F6>. This mechanism is used to interface Platinum with many parts catalogue (EPC) products.

Once activated with the <Alt+F6> from a "Stock Code" field, Platinum will import the stock list into the current module. This will save the user having to re-key the list that has just been built inside the EPC (or website).

More Information

We provide our own specification of stock list import for any third parties wishing to interface with Platinum.

The file is a line sequential fixed field design with the file name 'c:\catalyst\platinum.inp'.

Layout

Name Position Size Description
Stock 1 15 The stock code to be imported into the Platinum stock list. This field should be left-justified so the stock code proper starts at position 1.
Price 16 10 The price to import. This will be parsed.
10, 10.50, 15.4, -7.50
Quantity 26 10 The quantity to import. This will be parsed.
1, 5, -5
V.A.T. Rate 36 1 This is optional and will be used if the Stock Code has to be created inside Platinum. Valid values are 'S' for Standard Rate, 'E' for Exempt Rate and 'Z' for Zero Rated items.
If not provided then 'S' will be assumed.
Description 37 90 This is optional and will be used if the Stock Code has to be created inside Platinum.
If not provided then the Stock Code will be used on line one and "Auto-Created by List Import" will used on line two.
If you have a Excel formatted file ('.xls', '.xlsx'...) or a comma separated file '.csv' you will need to use Excel to convert it into a Fixed width file.
  • To do this simply insert a Row.
    • In the new 'A1' enter 'AAAAAAAAAAAAAA'.
    • In the new 'B1' enter 'BBBBBBBBB'.
    • In the new 'C1' enter 'CCCCCCCCC'.
    • In the new 'D1' enter 'D'.
  • Click on " File Office Logo" and select [Save As].
    • Set the "File path" to 'C:\Catalyst' (If it does not exist create it).
    • Set the "File name" to 'Platinum'.
    • Set the "Save as type" to 'Formatted Text (Space delimited)'.
  • Click [Save].

Now you will need to open the newly created 'Platinum.prn' file in notepad.

  • Delete the first line that contains the A's, B's, C's and D's.
  • Click on [File] and select [Save As].
    • Once again set the "File path" to 'C:\Catalyst'.
    • Set the "Save as type" to 'All Files'.
    • Set the "File name" to 'Platinum.inp'.
Now you will be able to use the <Alt+F6> function in Platinum.


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Keywords AND Misspellings
stock, list, import, POS, Platinum, Standard, Convert, Comma, Separated, File, Fixed, Width, Fowlers, Fowlers of Bristol, Pre-built, list, Pre, Built, load
Retrieved from "https://www.catalyst-uk-support.com/kb/index.php?title=Stock_List_Import&oldid=25087"