User guide

38
Importing Tracked By Information
InventoryControl allows you to track your inventory by Serial Number, Lot, Pallet
or Date Code. These fields are True/False fields and can be imported with your
Item data. If you are manually entering your data, there are checkboxes you can
select to activate the track by fields. To import this data, you can add a column
or columns to your Item import file with the header Serial Number, Lot, Pallet or
Date Code and enter 1 for true (meaning you will be tracking by this field). Enter
0forfalse.
You can import the actual values for these fields (the serial number, lot number,
etc.) when you import Inventory or you can manually edit each item you
imported.
Importing Inventory
Importing your inventory is optional. It is equivalent to manually adding inventory
at the PC. Quantity and Location data, imported along with an Item Number,
increases Item quantities in the database. If you do choose to import this
information, there are a few special considerations.
• From and To Sites: InventoryControl allows you to select default From
Sites (where inventory is originally located) and To Sites (where inventory
can be moved). These are set on the Select Site screen. The value
specified in the Select Site screen/From Site field can impact the Locations
into which imported Inventory information will be recorded. W hen something
other than <all> is specified as your From site, imported inventory will be put
into Locations at the specified From Site. If you have varying Site
information you wish to import along with the Location and Quantity data for
each Item Number, you must make sure the From Site is set to <all> on the
Select Site screen before importing data into the Inventory table. <all> is the
default setting. If you are importing this data during the intial setup process,
and have not entered any information on the Select Site screen, this
scenario will not be an issue for you.
• Item Number, Quantity, Site and Location are all required fields for
importing into the Inventory table. If InventoryControl finds a previously
unknown value for the Item Number, Site, Location, or Supplier,anew
Figure 22