Stock List Import

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

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

• How do I Load an Externally Created List to Invoice?

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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