Importing Vendors, Inventory Records and Quantity on Hand

 

Importing Vendors, Inventory Records and Quantities on Hand

Step 1: Importing Vendors

In the management console, click Inventory>Vendors>Vendors Info Import/Export as shown in the picture below.

Once the Vendors Info Import/Export screen appears (as shown in the photo below), click Choose File and browse your computer for the excel spreadsheet that contains the vendor information and double click on it. You can then enter an email address if you would like the import results emailed to you.

                                    Sample Spreadsheet with Vendor Info

 

Attaching Products to Vendors

After receiving the import results, the Vendors should all be in the management console. Attach the imported Vendor(s) by going to the bottom of the Vendor list and clicking + Attach Vendors(xx). “xx” replaces the number of Vendors that needs attached.

Once the Vendor has been attached, the Vendor ID will need to be added in the Primary Vendor Id column of the item import spreadsheet. This will assign the product to the vendor and create a vendor item record in inventory. The best way to achieve this is to export the vendors out of the management console. Click on Vendors Info Import/Export.

Click Export.

Now, Locate and Print out our document called “How to Use a VLOOKUP Formula” and follow the instructions to assist in moving Vendor IDs from this export spreadsheet into the Product import spreadsheet. Using a VLOOKUP formula will save a lot of time and prevent you from manually entering each vendor ID.

After this has been done, you can import the products into Revel by going to Products>Import/Export>Products. Click Choose File and browse your computer for the items import spreadsheet and click Import. You can enter an email address if you would like the import results emailed to you (Recommended).

Adding Quantities on Hand

You are now ready to add quantities on hand for each product.

From the management console, click Inventory>Products>Import/Export.

Include Actual Columns in the export and then click Export Inventory.

Now, Locate and Print out our document called “How to Use a VLOOKUP Formula” and follow the instructions to assist in moving quantities from the QB POS Desktop export to this spreadsheet. Using a VLOOKUP formula will save a lot of time and prevent you from manually entering each quantity.

After entering quantities into the spreadsheet you must enter the word No for Actual Cost Update.

Now that this has been done, you can import the quantities on hand into Revel.

From the management console, click Inventory>Products>Import/Export

Click Choose File and browse your computer for the quantities on hand spreadsheet. You can enter an email if you would like to have the import results emailed to you. Click Import Inventory.

Updating Costs

From the Management Console, select Products>Import/Export>Products.

Choose to export the basic template. Also, check the box to export active items only. Click Export.

Click Export.

You will be prompted to save the file. Save the file as “Product Spreadsheet” The file will show up in the downloads tray in the bottom left hand corner of the screen. Click on it to open it.

Click on Enable Editing if prompted at the top of Excel

Select Rows 1-22 and right click on them and click delete.

Highlight Column D (Product Name) and right click on it and select Cut.

Highlight Column A (Product Class) and right click on it and select Insert Cut Cells. This will now move the Product Name column to column A.

Highlight column G (Cost) and right click on it and select Cut.

Highlight Column B (Product Class) and right click on it and select Insert Cut Cells. This will now move the Cost column to column B.

Step 3 – Resetting Costs

Go back to the inventory spreadsheet containing the Reset Cost field and place your cursor in the Reset cost column for the first product.

Enter this formula into cell O2:

=VLOOKUP(B2,'[Product Spreadsheet.xlsx]Sheet1'!$A:$B,2,FALSE) You will see that the cost will now be brought over for that particular item

Highlight cell O2 and double click on the square in the bottom right hand corner of the cell to drag that same formula for all of the products.

Select all of column O and click Copy and then Paste Special Values right over the cells you copied.

Save the spreadsheet.

Step 4 – Import Costs

Go to the Management Console and select Inventory>Import/Export.

Select the file called Inventory Spreadsheet and click Import Inventory.

 

 

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