Pastel - Inventory

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • elaine25
    Junior Member
    • Jul 2011
    • 16

    #1

    [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
  • Martinco
    Gold Member

    • Oct 2008
    • 927

    #2
    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

    Comment

    • Neville Bailey
      Diamond Member

      • Nov 2010
      • 2786

      #3
      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 - Sage Pastel Accounting Consultant
      www.accountingsoftwaresupport.co.za
      neville@accountingsoftwaresupport.co.za
      IronTree Online Solutions

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

      Comment

      • elaine25
        Junior Member
        • Jul 2011
        • 16

        #4
        I have about 1000 items - what layout should it be in?

        Comment

        • Neville Bailey
          Diamond Member

          • Nov 2010
          • 2786

          #5
          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 - Sage Pastel Accounting Consultant
          www.accountingsoftwaresupport.co.za
          neville@accountingsoftwaresupport.co.za
          IronTree Online Solutions

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

          Comment

          • Martinco
            Gold Member

            • Oct 2008
            • 927

            #6
            Originally posted by Neville Bailey
            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

            Comment

            • elaine25
              Junior Member
              • Jul 2011
              • 16

              #7
              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

              Comment

              • geraldenek
                Silver Member

                • Jul 2008
                • 229

                #8
                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

                Comment

                • robert@hartmann.co.za
                  New Member
                  • Sep 2012
                  • 1

                  #9
                  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.

                  Comment

                  • Martinco
                    Gold Member

                    • Oct 2008
                    • 927

                    #10
                    Originally posted by geraldenek
                    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

                    Comment

                    • Stephanus
                      New Member
                      • Sep 2013
                      • 1

                      #11
                      thank you for the great assistance in almost importing my inventory. i am using xpress 12 and keep getting the same 'group does not exist'' error. even when i export a csv and make an exact copy of the first line(with different inventory code). when importing i will get an error saying that the second line has an error, but the first has been succesfully imported....but they are the exact copy...i'm confused.
                      please assist

                      Comment

                      • newbie101
                        Junior Member
                        • Jun 2014
                        • 17

                        #12
                        I am also using xpress 12 . when importing i will get an error saying 'group does not exist'' . when i change it to text and 002, it works. It then goes through all the steps as it is importing and then when finished it says that there is no inventory imported. Please Help. I have 2500 items to import. setting up a new set of books.

                        Comment

                        • Kleemag
                          Email problem
                          • May 2013
                          • 5

                          #13
                          Hi Neville

                          I'm sitting working, struggling with a few Pastel import/export issues but, thanks to you once again, I am gradually getting them sorted. Just thought I should let you know! It's many a night your threads have helped me. Thank you!!

                          Comment

                          • GrantB
                            New Member
                            • May 2016
                            • 3

                            #14
                            Thread revival....

                            I have done many successful inventory imports in the past with Pastel/Excl, though now for some reason I am battling. I get an error that would say that the inventory group does not exist for certain lines, however the group does exist. For example it will say the error is in lines 1-6 and then 11,12,13 etc

                            If I export the existing inventory and then re-import (with the same inventoy group) it imports perfectly!

                            Any ideas?

                            Comment

                            • Neville Bailey
                              Diamond Member

                              • Nov 2010
                              • 2786

                              #15
                              Originally posted by GrantB
                              Thread revival....

                              I have done many successful inventory imports in the past with Pastel/Excl, though now for some reason I am battling. I get an error that would say that the inventory group does not exist for certain lines, however the group does exist. For example it will say the error is in lines 1-6 and then 11,12,13 etc

                              If I export the existing inventory and then re-import (with the same inventoy group) it imports perfectly!

                              Any ideas?
                              Make sure there are no double-quotation characters in the inventory descriptions, as they mess around with the column separation.
                              Neville Bailey - Sage Pastel Accounting Consultant
                              www.accountingsoftwaresupport.co.za
                              neville@accountingsoftwaresupport.co.za
                              IronTree Online Solutions

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

                              Comment

                              Working...