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Thread: Pastel - Inventory

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    Question Pastel - Inventory

    Hi again Everyone

    I am setting up a new store in Pastel - is there a way to import directly from Excel or will I need to retype my inventory?

    Elaine

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    Gold Member Martinco's Avatar
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    It can be done but is quite complicated. If you do not have zillions of product codes I suggest you add these in the normal way.
    Martin Coetzee
    Supplier of Stainless Steel Band and Buckle and various fastening systems. Steel, Plastic, Galvanized, PET and Poly woven.
    We solve your fastening problems.
    www.straptite.com

    You may never know what results will come from your actions, but if you do nothing, there will be no results... Rudy Malan 05/03/2011

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    Platinum Member Neville Bailey's Avatar
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    Hi Elaine,

    It is possible to import your inventory masterfile data from a Excel CSV file, but it needs to be set up in a very specific layout.

    Give me a shout if you need any assistance - I can log onto your system remotely.
    Neville Bailey - Pastel Accounting Consultant and Photographer
    neville@accountingsoftwaresupport.co.za
    www.accountingsoftwaresupport.co.za
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    "Give every person more in use value than you take from them in cash value."
    WALLACE WATTLES (1860-1911)

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    I have about 1000 items - what layout should it be in?

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    Platinum Member Neville Bailey's Avatar
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    Go to Pastel Help and search under Index for Export / Import - you will find the layout requirements there.

    Another way of finding out what the layout is, is to create one stock item manually and the export the inventory masterfile onto a CSV file - then you can simply copy and paste your other stock items from your Excel file.

    Beware - if you have never done this before, you are bound to get frustrated as the formats of the various columns have to be precisely correct!
    Neville Bailey - Pastel Accounting Consultant and Photographer
    neville@accountingsoftwaresupport.co.za
    www.accountingsoftwaresupport.co.za
    View my LinkedIn Profile

    View my Photo Gallery Here for Canvas Mounts

    "Give every person more in use value than you take from them in cash value."
    WALLACE WATTLES (1860-1911)

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    Gold Member Martinco's Avatar
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    Quote Originally Posted by Neville Bailey View Post
    Beware - if you have never done this before, you are bound to get frustrated as the formats of the various columns have to be precisely correct!
    That is what caused me to give up eventually but for a 1000 items it would be worth while to battle a bit.
    As Neville said...........it is the formats that gets very tricky.
    My suggestion would be that you do the export and just add one item and play around till you get the file to import correctly, then add the other items.
    Martin Coetzee
    Supplier of Stainless Steel Band and Buckle and various fastening systems. Steel, Plastic, Galvanized, PET and Poly woven.
    We solve your fastening problems.
    www.straptite.com

    You may never know what results will come from your actions, but if you do nothing, there will be no results... Rudy Malan 05/03/2011

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    Hi all

    Once again - I am back...
    As a new Pastel user I have found this very frustrating....

    Can one of you experts out ther help me If I give you an example of what I want in my inventory file?

    Elaine

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    Silver Member geraldenek's Avatar
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    Hi Elaine

    On your pastel - go to edit, inventory, item file just create one item by putting in all the information on all the tabs as you would like it done. save this

    Then go to File, export/import, export inventory items

    click on the export inventory file and expand it, choose where you would like to have it saved and the name. before you hit save put .csv after the file name

    click save,process

    this will have the file in an excel format and you can copy and paste what you need from your orignal excel file to the new one. and you can just import it again the same way just remember to untick the box which states map fields
    Geraldene Kapp
    Professional Tax Help
    www.mytaxhelp.co.za

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    Hallo people

    Why is it so difficult for Pastel or softline to load an excel template with all the column fields with the correct headers.

    common make it simple stupid for goodness sake.

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    Gold Member Martinco's Avatar
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    Quote Originally Posted by geraldenek View Post
    Hi Elaine

    On your pastel - go to edit, inventory, item file just create one item by putting in all the information on all the tabs as you would like it done. save this
    Just another tip on inventory:
    When creating your inventory codes and descriptions.....................steer clear of using special characters (,./>< etc. etc. ) as this confuses the .csv file and causes the columns to shift.
    When importing this will cause errors.
    Martin Coetzee
    Supplier of Stainless Steel Band and Buckle and various fastening systems. Steel, Plastic, Galvanized, PET and Poly woven.
    We solve your fastening problems.
    www.straptite.com

    You may never know what results will come from your actions, but if you do nothing, there will be no results... Rudy Malan 05/03/2011

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