Import Inventory Data

We can import your existing inventory data from a spreadsheet. Please contact us to discuss the details.

Before we import inventory, you should be able to:

1. Create purchase orders for all material
2. Allocate material to jobs as it is used
3. Change the status of completed job activities
4. Periodically perform a physical inventory count

Here's a list of the fields we can import:

• Product Name - (i.e. Granite)
• Unit of Measure - (i.e. Sq. Ft.)
• Product Attribute - (i.e. Color, Model etc.)
• Measurements
• Cost
• Quantity
• Serial Number - (you can provide a unique serial number or we can generate a number)
• Creation Date
• Remnant designation - (yes to indicate the piece is a remnant)
• Batch Name - (used for color matching such as a dye lot or bundle)
• Location - (rack or bin where the piece is located)
• Description