A new feature called Import to create has been added to Export / Import Utility. This feature will allow the creation of new Customers, Products or Suppliers by importing them from a Tab Delimited TXT file. Information about which Fields are available and each fields’ criteria can been seen in the Export / Import Utility – New Button – File Details section above.
Extra Information in relation to the Import to Create method:
- Only regular Debtor Customers can be created via this method. Short Term Debtors cannot be created via this method.
- There are more mandatory columns. The mandatory columns are specified within the File Details button.
- Certain columns have the ability to be set to a default value; these contain fields such as Carrier ID, Territory ID, Prd Group ID, etc. If the column is not in the file, or the field is blank on a record, or the field has the value of <DEFAULT>, the default value will be used.
- Product ID has the ability to be auto generated, ie the system generates a unique identification number. This occurs when the field is blank, or has a value of <AUTOGEN>.
- Import to Create can create products with one secondary supplier.
Note: Secondary supplier remains unavailable for Export or Import to Update.
Note: All of the above Extra Information can be seen in the File Details Button section