User guide

42
labels, used in the previous software do not match those used in
InventoryControl. She knows that she has two options to match up (map) the
data:
1. she can edit her import files using the import templates (found on the
installation cd) as a guide, or,
2. she can use her files as is and manually map the columns using
InventoryControl’s Import W izard.
When importing large amounts of data, it can be more time-consuming to try to
manually map through the wizard, so Pat decides to edit her import files.
Beginning with Sites, she opens the exported file and compares it to the import
template. She makes sure all of the headers in the InventoryControl template
match those in her file. Her item file also contains some custom dates so she
makes sure that these column headers are changed to read Custom Date1, etc.
Once all of the headers match, she imports that data into InventoryControl and
repeats the steps for each file she is importing.
Business Type –Fleet
This business previously tracked their inventory using a different
software program. To make sure they utilize the full potential of
InventoryControl, they choose to manually enter all information into the s ystem.
Though this will require a longer setup time, these business want to make sure
they take full advantage of all InventoryControl has to offer and don’t want to
miss using a feature because the needed information was not imported into the
software.
Business Type – Mid-sized Reseller – Importing Some
Information, Manually Entering Some Information
Brady’s Reseller is a small antique store that has previously tracked
inventory manually in Excel. When they purchased a new item for the store, they
created a new entry in a cell in their spreadsheet and, if they bought more than
one of that item, they assigned a serial number to each item. Because of the
nature of the business, they have a lot of single items that they receive inventory
for on occasion. Since there is only one site, one location and no suppliers, they
want to import only the items and manually enter the rest of the i nformation.
To do this, Brady manually enters the Site and Location. He does not have any
Supplier, Manufacturer or Customer data to enter. Since these are optional, he
can import his items now. As some items will be tracked by serial number, he
adds a column to his Excel file with the header Serial Number and enters T(true)
for those items that will be tracked by serial number and F(false) for those that
will not. The Excel spreadsheet also contains the actual serial numbers for those
items, which are not imported with the item data. The actual serial numbers are
imported next with the inventory data. Brady leaves these numbers in the file as