Difference between revisions of "Stock List Import"
From Catalyst
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== More Information == | == More Information == | ||
We provide our own specification of stock list import for any third parties wishing to interface with Platinum. | We provide our own specification of stock list import for any third parties wishing to interface with Platinum. | ||
| − | |||
| − | |||
=== Layout === | === Layout === | ||
| + | ==== Fixed Space Format ==== | ||
| + | The file is a line sequential fixed field design. | ||
| + | ;Filename | ||
| + | :{{FilePath|platinum.inp}} | ||
{| border="1" cellpadding="4" cellspacing="0" width="100%" | {| border="1" cellpadding="4" cellspacing="0" width="100%" | ||
!width="12%"|Name | !width="12%"|Name | ||
| Line 26: | Line 28: | ||
|16 | |16 | ||
||10 | ||10 | ||
| − | ||The price to import | + | ||The price to import. {{Example|iconsize=small|10, 10.50, 15.4, -7.50}} |
|-valign="top" | |-valign="top" | ||
|Quantity | |Quantity | ||
|26 | |26 | ||
||10 | ||10 | ||
| − | ||The quantity to import | + | ||The quantity to import. {{Example|iconsize=small|1, 5, -5}} |
|-valign="top" | |-valign="top" | ||
|V.A.T. Rate | |V.A.T. Rate | ||
| Line 42: | Line 44: | ||
|37 | |37 | ||
||90 | ||90 | ||
| + | ||This is optional and will be used if the Stock Code has to be created inside Platinum. | ||
| + | {{Information|iconsize=small|If not provided then the Stock Code will be used on line one and "Auto-Created by List Import" will be used on line two.}} | ||
| + | |} | ||
| + | |||
| + | ==== CSV Format ==== | ||
| + | Comma {{DataValue|,}} delimited file, any text fields containing any {{DataValue|,}} as data should be enclosed in double quotation marks e.g. {{DataValue|"Filter, large"}}. | ||
| + | ;Filename | ||
| + | :{{FilePath|platinum.csv}} | ||
| + | |||
| + | {| border="1" cellpadding="4" cellspacing="0" width="100%" | ||
| + | !width="12%"|Name | ||
| + | !width="8%"|Column | ||
| + | !|Description | ||
| + | |-valign="top" | ||
| + | |Stock | ||
| + | |1 | ||
| + | ||The stock code to be imported into the Platinum stock list. | ||
| + | |-valign="top" | ||
| + | |Price | ||
| + | |2 | ||
| + | ||The price to import. {{Example|iconsize=small|10, 10.50, 15.4, -7.50}} | ||
| + | |-valign="top" | ||
| + | |Quantity | ||
| + | |3 | ||
| + | ||The quantity to import. {{Example|iconsize=small|1, 5, -5}} | ||
| + | |-valign="top" | ||
| + | |V.A.T. Rate | ||
| + | |4 | ||
| + | ||This is optional and will be used if the Stock Code has to be created inside Platinum. Valid values are {{DataValue|S}} for Standard Rate, {{DataValue|E}} for Exempt Rate and {{DataValue|Z}} for Zero Rated items. | ||
| + | {{Information|iconsize=small|If not provided then {{DataValue|S}} will be assumed.}} | ||
| + | |-valign="top" | ||
| + | |Description | ||
| + | |5 | ||
||This is optional and will be used if the Stock Code has to be created inside Platinum. | ||This is optional and will be used if the Stock Code has to be created inside Platinum. | ||
{{Information|iconsize=small|If not provided then the Stock Code will be used on line one and "Auto-Created by List Import" will be used on line two.}} | {{Information|iconsize=small|If not provided then the Stock Code will be used on line one and "Auto-Created by List Import" will be used on line two.}} | ||
Revision as of 09:26, 12 March 2020
Contents
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).
 | A file that has been created with cost prices, e.g. a Fowlers import can only be imported into a purchase order as the price supplied is the cost price. If this file was imported into Stock Control or Workshop, you would end up with the cost price in the retail field. |
More Information
We provide our own specification of stock list import for any third parties wishing to interface with Platinum.
Layout
Fixed Space Format
The file is a line sequential fixed field design.
- Filename
- 'platinum.inp'
| 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.
| ||
| Quantity | 26 | 10 | The quantity to import.
| ||
| 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.
| ||
| Description | 37 | 90 | This is optional and will be used if the Stock Code has to be created inside Platinum.
|
CSV Format
Comma ',' delimited file, any text fields containing any ',' as data should be enclosed in double quotation marks e.g. '"Filter, large"'.
- Filename
- 'platinum.csv'
| Name | Column | Description | ||
|---|---|---|---|---|
| Stock | 1 | The stock code to be imported into the Platinum stock list. | ||
| Price | 2 | The price to import.
| ||
| Quantity | 3 | The quantity to import.
| ||
| V.A.T. Rate | 4 | 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.
| ||
| Description | 5 | This is optional and will be used if the Stock Code has to be created inside Platinum.
|
See also
