{"id":24072,"date":"2024-06-12T13:29:56","date_gmt":"2024-06-12T11:29:56","guid":{"rendered":"https:\/\/docs.prim.io\/create-a-sale\/import-rows-from-excel\/"},"modified":"2024-06-12T13:29:57","modified_gmt":"2024-06-12T11:29:57","slug":"import-rows-from-excel","status":"publish","type":"page","link":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/operating-activity-sales\/sales\/create-a-sale\/import-rows-from-excel\/","title":{"rendered":"Import rows from Excel"},"content":{"rendered":"\n<p>The interface consists of <strong>Type (1) <\/strong>and <strong>Manage Files (2)<\/strong> fields <strong>:<\/strong> <\/p>\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/docs.prim.io\/content\/uploads\/2021\/03\/&#x438;&#x43C;&#x43F;&#x43E;&#x440;&#x442;-&#x432;-&#x43F;&#x440;&#x43E;&#x434;&#x430;&#x436;&#x431;&#x430;.png\" alt=\"\" class=\"wp-image-12205\" width=\"662\" height=\"165\"\/><\/figure>\n\n<h3 class=\"wp-block-heading\">Type (1)<\/h3>\n\n<p>In the<strong> Type (1)<\/strong> section, you need to specify which code &#8211; the item&#8217;s or the supplier&#8217;s &#8211; will be the leading code in uploading items and which code you will use when filling in the Excel import file.  <\/p>\n\n<h3 class=\"wp-block-heading\">File Management (2)<\/h3>\n\n<p>In the <strong>Manage Files<\/strong> section <strong>(2)<\/strong>, import files are uploaded and deleted.  <\/p>\n\n<p>In short, uploading files is done in two ways:  <\/p>\n\n<ul><li>Uploading files via drag and drop<br\/>Find the file you want to upload to your computer or other device you are using. Press and hold the mouse button or other pointing device on it to &#8220;grab&#8221; it. By dragging, move it to the grey box and &#8220;release&#8221; it by releasing the button. Pasting the file directly uploads it to the system and it is listed in the right field.<\/li><\/ul>\n\n<ul><li>Upload files via Choose Files button<br\/>Click the Choose Files button. It will open the directory on your computer or other device you are using. Find the desired file, select it and confirm the upload. The confirmation directly uploads the file to the system and it is listed in the right field.<\/li><\/ul>\n\n<p><a href=\"https:\/\/docs.prim.io\/bg\/?page_id=6593\" data-type=\"URL\" data-id=\"https:\/\/docs.prim.io\/bg\/?page_id=6593\">Detailed instructions on how to work with attachments can be found here.<\/a> <\/p>\n\n<p>Use the buttons at the bottom of the interface to Confirm or Decline the import, and the Download Form button to download the form to an Excel file that you can process and upload in any of the ways described above.  <\/p>\n\n<h2 class=\"wp-block-heading\">Import form in Sale<\/h2>\n\n<p>The file contains the following columns:  <\/p>\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td>Column<\/td><td>Description<\/td><td>Type<\/td><\/tr><tr><td>Code<\/td><td>Item Code or Supplier Code &#8211; as selected in Type Section (1)<\/td><td>Mandatory to complete<\/td><\/tr><tr><td>Measure  <\/td><td>Measure<\/td><td>Mandatory to complete<\/td><\/tr><tr><td>Quantity  <\/td><td>Quantity<\/td><td>Mandatory to complete<\/td><\/tr><tr><td>Price  <\/td><td>Price<\/td><td>Mandatory to complete<\/td><\/tr><tr><td>Batch  <\/td><td>Batch<\/td><td>Optional if the item is batchless<\/td><\/tr><\/tbody><\/table><\/figure>\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p>Your import file may contain different columns such as expiration date, material, color, etc. because of specific characteristics of the items on your system.  <\/p><\/blockquote>\n\n<h2 class=\"wp-block-heading\">Import form in Moving<\/h2>\n\n<p>The file contains the following columns:<\/p>\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td>Column  <\/td><td>Description<\/td><td>Type<\/td><\/tr><tr><td>Code  <\/td><td>Article code<\/td><td>Mandatory to complete<\/td><\/tr><tr><td>Warehouse<\/td><td>Understock of the warehouse from which you are moving the items<\/td><td>Substore code\/name of the substore from which the items come out<\/td><\/tr><tr><td>Quantity  <\/td><td>Quantity to move<\/td><td>Mandatory to complete<\/td><\/tr><tr><td>Batch  <\/td><td>Batch<\/td><td>Optional if the item is batchless<\/td><\/tr><\/tbody><\/table><\/figure>\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p>Your import file may contain different columns such as expiration date, material, color, etc. because of specific characteristics of the items on your system.<\/p><\/blockquote>\n\n<h2 class=\"wp-block-heading\">Import form for unit quantities in Moving\/Revision<\/h2>\n\n<p>The form contains only one column- <strong>Item Code\/Barcode<\/strong>. It is filled in by a barcode reader by marking multiple barcodes\/item codes. When you import the file, the system will automatically group them in the move.  <\/p>\n\n<h2 class=\"wp-block-heading\"><\/h2>\n","protected":false},"excerpt":{"rendered":"<p>The interface consists of Type (1) and Manage Files (2) fields : Type (1) In the Type (1) section, you need to specify which code &#8211; the item&#8217;s or the supplier&#8217;s &#8211; will be the leading code in uploading items and which code you will use when filling in the Excel import file. File Management [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":23873,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Import rows from Excel - PRIM.IO RESOURCE CENTRE<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/operating-activity-sales\/sales\/create-a-sale\/import-rows-from-excel\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Import rows from Excel - PRIM.IO RESOURCE CENTRE\" \/>\n<meta property=\"og:description\" content=\"The interface consists of Type (1) and Manage Files (2) fields : Type (1) In the Type (1) section, you need to specify which code &#8211; the item&#8217;s or the supplier&#8217;s &#8211; will be the leading code in uploading items and which code you will use when filling in the Excel import file. 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