Manual do usuário

Import items from a CSV file

At Stock -> Items -> Import from CSV it is possible to upload all your items (articles, SKUs) into MRPeasy all at once to define the items, or to update existing ones.

Jump to:

  1. How to get and upload a CSV file?
  2. Which fields can be imported for items?
  3. Example import table and file.
  4. How to update existing items?
  5. Important notes.

Importing new items

What is CSV? CSV (Comma-Separated Values) is a universal format for importing or exporting tabular data. A CSV file can be obtained by saving/exporting e.g. an Excel file as CSV (Comma delimited) (*.csv).

When uploading the CSV file:

  1. Select and match the names of the fields corresponding to the columns in the data.
  2. Check the "The first row is heading" option if the first row of the file contains headers. Then the first row will not be imported. 
  3. Select "Do not import" as the column type if some column is not to be imported.
  4. Click Import to upload the data into the appropriate fields of the database. 
  5. If importing of some data failed, a skip file will be generated and downloaded to your computer, which indicates all errors line-by-line.

When importing new articles, the fields that can be imported are:

Part No.

A unique number to identify the item.

If not imported, then the code (part number) is generated automatically.

Part description*

The name or short description of the item.

Product group

The name or the number of product group.

If the item is to be imported into an existing product group, use only the number of the group for import. If not defined earlier, a new group is created.

Unit of measurement

The unit of measurement for your item. 

If not defined earlier, a new unit of measurement is created.

Is inventory item (1/0)

If the item is an inventory item (1) or a non-inventory item (0).

Available, if Non-inventory items are enabled.

Selling price

A standard sales price for the item (if price lists are not used).

Net cost per 1 unit

The cost per item of items currently in stock. 

Must be imported together with "Quantity at stock".

Quantity at stock

The number of items currently in stock. 

Must be imported together with "Net cost per 1 unit", otherwise the cost of these items is defined as zero (the cost can later be manually amended at stock lots' details).

If several sites are configured, there's one column for each site.

Alternatively, If you wish to upload inventory levels and item costs, possibly at different sites or storage locations, you can import this information at Stock -> Inventory -> Import from CSV.

Default storage location

The default location of this item in stock.

If several sites are configured, there's one column for each site.

Storage locations must be pre-defined in the system. Storage locations can be uploaded at Stock -> Stock settings -> Storage locations -> Import from CSV.

Min. stock

Minimal stock keeping level.

If no safety level is kept in stock, then the recommended value is 0, or a negative inventory level cannot be seen in the "Critical on-hand" report.

If several sites are used, there's one column for each site.

Is procured item (1/0)

1 - this item is purchased from vendors.

0 - it is a product produced by your company.

If not imported, defaults to "0" - not a procured item.

Custom fields

Any custom field for stock items defined in the MRPeasy settings can be imported.

 

During the initial import of an item, it is possible to import one Purchase Term. (For all other cases, use the Purchase Terms import).

For including Purchase Terms in the item import, include the following columns:

Vendor*

The number or name of the vendor.

If the vendor does not exist, a new vendor with this name is created.

Vendor part no

The article code of the vendor.

Vendor price per unit*

The expected price of the item from the "Vendor".

If the Vendor-specific unit of measurement is used, then this is the price of the vendor's 1 unit, e.g. the price of 1 "box" of 200 items.

Lead time in days

The number of business days from ordering when goods will arrive from the "Vendor".

Priority

A higher number indicates a higher priority. Optionally used if you have several purchase terms per item and need to create an order of priorities. This information is also used when auto-filling POs.

Minimum purchase quantity

The minimum order quantity you can place to the "Vendor".

Vendor-specific unit of measurement

The custom unit, different from your stock-keeping unit, which the vendor sells this item.

E.g. "box".

Vendor's UoM conversion rate

The conversion rate of the vendor's unit to your stock-keeping unit.

E.g. if your stock-keeping unit is "pcs", Vendor UOM is "Box", and value 200 is imported, then this would mean that 1 Box = 200 pcs.

Vendor's UoM is indivisible (1/0)

The vendor's UoM is indivisible (1), only multiples of the unit can be ordered.

E.g. 0.5 "Box" cannot be ordered, only 1, 2, 3... boxes can be ordered.

 

Example table, importing 6 articles, 4 procured items, and 2 products:

Part No. Part description Product group Unit of m. Min. Stock Is procured? Quantity at stock Net cost per 1 unit ...
P-00001 Table Leg Raw materials pcs 0 1 20 20 ...
P-00002 Varnish Raw materials l 10 1 5 5 ...
P-00003 Sheet metal Raw materials kg 0 1 100 0.25 ...
P-00004 Capacitor, 10uF, 0805 Electronic parts pcs 2000 1 5000 0.008 ...
P-00005 Table Finished goods pcs 0 0 0 0 ...
P-00006 Electronics assembly Finished goods pcs 5 0 10 15 ...
(Up to 3000 lines can be imported at once)

Download a sample file: import-items.csv

Re-importing data for updating articles

With a CSV import it is possible to update existing articles, at Stock -> Items -> Import from CSV. (Alternatively, the bulk editing can be used at Stock -> Items table.)

If an article with the same number already exists, then software updates this item. If there are new values that will be updated, then:

  1. A confirmation page is shown with a list of values that will be changed. 
  2. The user can choose whether to update a particular item or skip it.

Part No. field is used for matching the articles. 

The following fields can be used:

Part No.*

A unique number to identify the item. Used for matching the articles.

Part description
 

The name or short description of the item. 

Product group

The name or the number of product group.

If the item is to be imported into an existing product group, use only the number of the group for import. If not defined earlier, a new group is created.

Unit of measurement

The unit of measurement for your item. 

If not defined earlier, a new unit of measurement is created.

Min. stock Minimal stock keeping level.

If no safety level is kept in stock, then the recommended value is 0, or a negative inventory level cannot be seen in the "Critical on-hand" report.

If several sites are used, there's one column for each site.

Selling price

A standard sales price for the item (if price lists are not used).

Quantity at stock

If the new quantity is greater than earlier, then the price per unit of the last stock lot is used and a new stock lot is created.

If previously this item has never been in stock, the cost will be considered zero.*

* If you wish to upload inventory levels and item costs, possibly at different sites or storage locations, you can import this information at Stock -> Inventory -> Import from CSV.

Is procured item (1/0)

Use "1" if this item is purchased from vendors, or use "0" if it is a product produced by your company.

Custom fields

Any custom field defined in the MRPeasy settings.

 

Important notes!

  • If the imported file contains non-Latin characters, the file must be in UTF-8 (preferred) or Unicode encoding. If Excel is used to save the file, select the "Unicode Text (*.txt)" option in the "Save as type" field. Even though the extension of the file is TXT, it can be imported as a CSV-file.
  • The limit is 3000 lines per upload. If the file is bigger, divide it into several smaller files.
  • Since importing can be a question of trial-and-error, we strongly suggest making a back-up of the database before importing. In that case, if anything goes wrong, it is always possible to restore the previous session.
  • If you wish to upload several Purchase Terms or Vendors for the item, you can import these at Procurement -> Vendors -> Import from CSV.
  • If you wish to upload inventory levels and item costs, possibly at different sites or storage locations, you can import this information at Stock -> Inventory -> Import from CSV.