Import / Export Stock Items (Purchase Order)

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Our Purchase Order and Proposal /Invoice programs can import and export Stock Item data. This means that you can take the list of stock items created at one installation and transfer it to another, thus saving all the data entry work.
Vendors - create lists of all your products and email the data to your customers who use our Purchase Order program!
See the menu items File, Export stock items data and File, Import stock items data.


The export operation includes only the items currently displayed on the stock items list. In this way you can narrow it down to a single vendor by selecting that vendor in the "To:" field and checking the box to "Show Only Stock Items For The Current Vendor". If a single vendor is selected the program will suggest naming the export file with that vendor's name. If multiple vendors are selected, the export file will have a generic name. Simply select the menu item File, Export stock items data, accept the suggested filename (or provide another) and click Save. The export file will have the extension ".sid" (stock items data). Create the file and email it to its destination.
The import operation looks at the new records to determine if they are duplicates. A duplicate has the same Vendor name AND the same Description (not case sensitive). Duplicates are always replaced by the new record. In this way the export / import operation may be used to change prices, categories, and units of measure for existing items. New items contained in the import file which are not duplicates are simply added to the list.
Prior to running any import operation it is strongly suggested that a complete data backup is done.