Difference between revisions of "Stock List Import"
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{{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 used on line two.}} | ||
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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. | ||
+ | **In the new '''A1''' enter ''14x'' '''A'''. | ||
+ | **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.)'' | ||
+ | **Set the ''"File name:"'' to '''"Platinum"''. | ||
+ | **Set the ''"Save as type:"'' to '''"Formatted Text (Space delimited)"'''. | ||
+ | *Click {{Button|Save}}. | ||
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+ | 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"''. | ||
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+ | Now you will be able to use the {{KeyPress|A-F6}} function in Platinum.}} | ||
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{{KB_Tags|stock list, import, POS, Platinum Standard}}{{KB_ST}} | {{KB_Tags|stock list, import, POS, Platinum Standard}}{{KB_ST}} |
Revision as of 15:33, 17 April 2013
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 | ||
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Stock | 1 | 15 | The stock code to be imported into the Platinum stock list. | ||
Price | 16 | 10 | The price to import. This will be parsed.
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Quantity | 26 | 10 | The quantity to import. This will be parsed.
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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.
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Description | 37 | 90 | This is optional and will be used if the Stock Code has to be created inside Platinum.
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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.
Now you will need to open the newly created "Platinum.prn" file in notepad.
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