Difference between revisions of "Stock List Import"

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Once activated with the {{KeyPress|A-F6}} from a {{DataPrompt|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).
 
Once activated with the {{KeyPress|A-F6}} from a {{DataPrompt|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).
 +
 +
{{Note|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 {{ST}} or {{WS}}, you would end up with the cost price in the retail field.}}
  
 
== 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.
  
−
The file is a line sequential fixed field design with the file name {{FilePath|c:\catalyst\platinum.inp}}.
+
This file will need saving within a destination that is defined in your system settings for "Platinum 'Standard' Import". As a default this is set to C:\Catalyst.
  
 
=== 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 19: Line 25:
 
|1
 
|1
 
||15
 
||15
−
||The stock code to be imported into the Platinum stock list.
+
||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.
 
|-valign="top"
 
|-valign="top"
 
|Price
 
|Price
 
|16
 
|16
 
||10
 
||10
−
||The price to import. This will be parsed. {{Example|iconsize=small|10, 10.50, 15.4, -7.50}}
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||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. This will be parsed. {{Example|iconsize=small|1, 5, -5}}
+
||The quantity to import. {{Example|iconsize=small|1, 5, -5}}
 
|-valign="top"
 
|-valign="top"
 
|V.A.T. Rate
 
|V.A.T. Rate
Line 41: Line 47:
 
||90
 
||90
 
||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 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.}}
 
|}
 
|}
  
 +
==== CSV Format ====
 +
{{PreRelease}}
 +
Comma {{DataValue|,}} delimited file.
 +
* Fields with embedded commas or double-quote characters must be quoted. e.g. <code>"Super, large filter"</code>
 +
* Each of the embedded double-quote characters must be represented by a pair of double-quote characters. e.g. <code>"Super, ""large"" filter"</code>
  
−
{{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.
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;Filename
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* To do this simply insert a Row.
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:{{FilePath|platinum.csv}}
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**In the new '''A1''' enter ''14x'' '''A'''.
 
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**In the new '''B1''' enter ''9x'' '''B'''.
 
−
**In the new '''C1''' enter ''9x'' '''C'''.
 
−
**In the new '''D1''' enter ''1x'' '''D'''..
 
−
* Click on ''"File"'' or the round ''"Office Logo"'' and select ''"Save As"''.
 
−
**Set the ''"File path"'' to '''C:\Catalyst.''' ''(If it does not exist create it.)''
 
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**Set the ''"File name:"'' to '''"Platinum"''.
 
−
**Set the ''"Save as type:"'' to '''"Formatted Text (Space delimited)"'''.
 
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*Click {{Button|Save}}.
 
  
−
Now you will need to open the newly created '''"Platinum.prn"''' file in notepad.
+
{| border="1" cellpadding="4" cellspacing="0" width="100%"
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* Delete the first line that contains the A's, B's, C's and D's.
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!width="12%"|Name
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* Click on ''"File"'' and select ''"Save As"''.
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!width="8%"|Column
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**Once again set the ''"File path"'' to '''C:\Catalyst.'''
+
!|Description
−
**Set the ''"Save as type:"'' to '''"All Files"'''.
+
|-valign="top"
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**Set the ''"File name:"'' to '''"Platinum.inp"''.
+
|Stock
−
 
+
|1
−
Now you will be able to use the {{KeyPress|A-F6}} function in Platinum.}}
+
||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.
 +
{{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.}}
 +
|}
  
 +
== See also ==
 +
* [[How do I Load an Externally Created List to Invoice?]]
  
−
{{KB_Tags|stock list, import, POS, Platinum Standard, Convert, Comma, Separated, File, Fixed, Width,}}{{KB_ST}}
+
{{KB_Tags|stock, list, import, pos, platinum, standard, convert, comma, separated, file, fixed, width, fowlers, fowlers of bristol, pre-built, pre, built, load, epc, parts}}
 +
{{KB_ST}}

Latest revision as of 15:05, 20 May 2022

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.

This file will need saving within a destination that is defined in your system settings for "Platinum 'Standard' Import". As a default this is set to C:\Catalyst.

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.
10, 10.50, 15.4, -7.50
Quantity 26 10 The quantity to import.
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 be used on line two.

CSV Format

 This article or section applies to a Platinum feature currently being developed.
Be aware: Content may change.

Comma ',' delimited file.

  • Fields with embedded commas or double-quote characters must be quoted. e.g. "Super, large filter"
  • Each of the embedded double-quote characters must be represented by a pair of double-quote characters. e.g. "Super, ""large"" filter"
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.
10, 10.50, 15.4, -7.50
Quantity 3 The quantity to import.
1, 5, -5
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.
If not provided then 'S' will be assumed.
Description 5 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 be used on line two.

See also


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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, pre, built, load, epc, parts
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