Import assembled items

You can import assembled items. This can be useful if you receive the assembly instructions from your business relations.

Note:

You must be authorised for these functions.

There are two imports:

  • Import new assembled items

    You can only import new assembled items if you use this import function. The item does not need to be present for this. Assembled item lines do need to be present as an item and they are then added to the assembled item in question. In order to prevent the addition of duplicates, a check is made that parts are unique.

    In Profit, an assembled item contains a header with a number of associated lines. The structure is different in the import: each assembled item line to be imported must include the header as well as the line. Thus, a header cannot be imported separately from the lines.

    It is possible to import a nested structure (an assembled item that consists of one or more assembled items). If a line contains an assembled item then this assembled item must be known in Profit before the import can take place.

    With the import of an assembled item for which the Automatically determine transfer price check box is selected, the price is immediately determined.

  • Import Assembled Item (entry)

    You can use the Assembled item (entry) import function to change the fields in the header of the existing assembled items, e.g. to edit a description or enter a bar code. This therefore does not apply to the components of the assembled item.

To view the fields for importing assembled items:

  1. Go to: Order Management / Management / Import item / Composition (new).
  2. Select the import action, for instance, Import through a new to be created definition.
  3. Click on: Next.
  4. Select a random CSV file.
  5. Click repeatedly on: Next. You do this until you arrive at the Fields window.
  6. Click on: Excel template.
  7. Click on: No when asked if you want to add the import definition to an existing Excel file. Profit now adds a new Excel file.

In this Excel file you see all fields in the import with the settings including: mandatory, field type, field format, etc.

To import assembled items:

  1. You use the default procedure to import assembled items.

Directly to

  1. Assembled item
  2. Add an 'assembly' assembled item
  3. Add an 'explosion' assembled item
  4. Add a 'product' assembled item
  5. enter stock
  6. Replace a part in an assembled item
  7. Copy an assembled item
  8. View an article in an assembled item
  9. Assembled item with a serial number/lot number
  10. Automatically determine the fixed settlement price
  11. Import an assembled item