Import Item Info

Select Import Item Info to update existing items, create new items, or add or updated items at specific Sites referred to as Warehouses in this function. Information can be updated using a csv, comma delimited text, file. By selecting a different Import Type, the fields that can be updated will vary.

Access
Grant permission to User Profiles in Access User Profiles > select a User Profile > Security > Inventory module > Item Maintenance > Import Item Info.

Import Item Info can change information on thousands of items at once. There is no option to reverse any changes made with this process. Access to this option should be limited to users who fully understand what changes will be made by the import process.

Select an Import Type from the drop down list.

  • Add Items and Vendor Items
  • Update Items and Vendor Items
  • Add Warehouses
  • Update Only Warehouses
  • Add Vendor Items Only
  • Update Vendor Items Only

Select the field to use as the unique Key in the file which will be used to find the correct item in Merchant Ag to update.

  • Item ID
  • UPC/Barcode
  • UPC/Barcode & Item ID
  • Vendor Item ID
  • Vendor Item ID & Item ID

Key Definition indicates which column in the spreadsheet holds the information selected in the Key.

If needed, enter the AP Vendor ID or select F12 to search.

Select First Row of File is Definition if the first row contains column titles.

Click the Define button to upload the .csv file.

Location is active if Import Type Add Warehouses or Update Only Warehouses is selected.

 

Mapping Columns from the file to fields

After an Import Type, Key and Key definition are selected, define what columns map to which fields in the grid.

Depending on the Import Type selected, the fields available to import by selecting the Add icon will vary. Select the field included in the spreadsheet then indicate the column number defining it's position in the spreadsheet.

Use the drop down for the Process button to select

Proof - Check for Errors will print a report

Preview - Check for Errors will show an on-screen version of the report

Live - Import Items performs the Import