3 Replies Latest reply on May 2, 2013 10:52 PM by philmodjunk

    Import Current Stock levels to new inventory

    LauraBarnett

      Title

      Import Current Stock levels to new inventory

      Post

           Hi

           I went to a Filemaker demo with our local APR this week and have started to create a new inventory database based on the template in FM12.

           I have managed to import the individual items, codes and prices etc - however I cannot seem to get the current stock level quantity into the database. I realise this is automatically read from the Stock Transactions table and therefore means importing a bulk transaction for each item to provide the initial stock level however I cannot seem to get the data in. I presume it cannot match to the individual item as it uses the "item ID match field" which isn't in my original data - but I don't know how to establish what the 'item ID match field" is from the data I have imported or relate it?

           Any suggestions - surely I don't need to manually enter the initial stock level for each item? I am very new to FM!

           Thank you 

           Laura

        • 1. Re: Import Current Stock levels to new inventory
          philmodjunk

               How is the data formatted that you are trying to import?

               You should be able to import starting inventory levels mapping the quantity column to the field in transactions that you use to add product to inventory. This is a lot like setting up a starting balance in a check book register. Your first line is a fictitious "deposit" entry to get your balance column started with the right value.

               You may also have to work to get a ID value in the transaction register that correctly matches to a record in the Products (Inventory?) table. (I'm going by memory here and may not be naming the table correctly, check the relationships graph to identify the match fields and tables involved.)

          • 2. Re: Import Current Stock levels to new inventory
            LauraBarnett

                 Hi Phil

                 Thanks for replying - I'm using the inventory starter solution within FM12. The data is currently in an excel spreadsheet with the following headings which I am importing.

                  

                                                                                                                                                                                                                                                                                                                  
                                URN                     Category                     Manufacturer                                           Supplier Ref                     Product                     Size                     Colour                     Date                     Qty in stock

                 So this should ensure that each product has its own unique reference that being the URN (sequential number).

                 I am then going to layout mode > choosing the stock transactions layout view > import records.

                 I am matching URN to ITEM ID MATCH FIELD, then Qty in Stock to Units In as appropriate.

                 Its importing the records but its not matching them to the product and showing a units in hand value so I must be missing a link somewhere.

                 I'm not sure what you mean by a ficititious entry sorry.

                 Thank you!

            • 3. Re: Import Current Stock levels to new inventory
              philmodjunk

                   The records won't match by URN unless you also import these same URN values into the products table. The match field in Products is defined as an auto-entered serial number so this isn't the best way to match records long term, but should at least get you started matching values.