Item Master Migration

Item Master Migration

Item  Master Migration

 

Purpose :- Item Master Migration is used to import bulk update of Item details. Item  Master can be put based on Item  name, Item  code, Alias, brand, Supplier, EAN code etc.

 

Page Navigation :- Tools >> Master Migration

 

Process involved in creating Item Master through migration

 

  • Generate the Sheet in master migration

  • Create the Item Master sheet

  • Upload the sheet

  • If you face any error during upload, check in Upload Status

 

 

Fields In Detail:-

 

Following are the fields of the Item  aster csv file and everything you need to know about it :-

 

 

Field

Description

Item Name

Enter name of Item

Product Type

Select Standard, Serialized, Serviceable

Preparation

Select Trade as, Bulk, Repack, standard preparation, parent, child, kit, Ingredients

Alias/Mfr no.

Enter alias or manufacturer details

Brand

Enter brand name

Supplier

Enter Supplier name

EAN code

Enter EAN code

Weight in grams

Enter Weight in gms

Bulk item name

Enter bulk item name

Cost price

Mention cost price

Landing cost

Enter Landing cost

Selling

Enter Sale rate

MRP

Enter MRP

Is weighable

select 1-Yes, 2-No

Weighable Type

select 1-By units, 2-By weight

Cat_1

Enter category

Cat_2

Enter category details

 

 

Item  Master Upload Procedure :-

 

Step 1 : Navigate to Tools, then click More. select on Master Migration

 

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Step 2 : Select your Item  Master from the master list of those that must be migrated

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Step 3 : Select the Load configuration option after choosing Master from the list to see the appropriate Caption name, Column size, Add to sheet and Data type.

 

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Step 4 : Enable the field which need to be added in sheet. You can specify certain fields as mandatory also. After selecting the fields, Click on Save Config and Download the CSV. The excel sheet will get downloaded (Kindly take note of the column size, Data type and Column value before filling up the sheet and make sure the values filled up in the sheet satisfy the conditions)

 

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Step 5 : Fill out the provided template with the information of item name, product type, Preparation, brand, supplier, EAN code, bulk item name, landing cost, cost price, selling, etc.

 

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Step 6 : After filling up the sheet,  Click on Upload Sheet and select the master then browse the file and click on Upload file. Once uploaded will get message as successfully uploaded.

 

 

 

 

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Step 7 :- Verify that the uploaded Item Master Migration information is accurate. Access Master >> Item  >> Item >> Search >> Edit

 

 

 

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 FAQ:

Q1.Why is the item stock showing as “0” in other locations even though stock quantity was added during Item Master Migration?
Ans: Stock added through Item Master Migration is applicable only for single-location domain users.

If the domain has multiple locations enabled, the migrated stock will be reflected only in the default mapped branch. For other locations, stock will not be updated automatically.

In such cases, users need to perform stock inward transactions (such as Purchase Entry or Opening Stock entry) for the respective locations to update the stock quantity.

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