Update Items Import
The Update Items Import provides a convenient means to:
• update prices--from a spreadsheet, emailed pricelist, etc.
• create new price levels--using values calculated in Excel, etc.
• update descriptions including Detail Description and Custom Fields
• import a new Item Code for part number changes
(5688)
The Update Item Import lets you import changes to existing Item Cards. It works by using the Item Code in the import file to find the matching Item in Big Business, then overwriting the other fields selected for import. In the pictured import mapping, Item Code will find the matching Item, and Level 1 Price on the Item Card will be replaced with the 1-Retail Price being imported. The Update Item Import will only work properly if you have unique Item Codes for the Items to be updated.
Before using the Update Item import option, it is recommended that you create a backup of your data file. Not only will you have a backup in case of disaster, by shutting down Big Business you will free any locked records (e.g. open on users' screens) which otherwise might not update.
To Update Items:
1. Create a tab-delimited text file of item updates including Item Code and any fields to be updated. Exporting from an Item QuickSearch, editing the export file in a spreadsheet, and re-saving as Tab-Text is a convenient method.
2. From the Maintenance toolbar, select the Import tool.
3. In the dialog, select your import file, then the Update Items import option.
4. Map the lookup field, Item Code, and the fields to be updated.
5. If your import file has headers (e.g. 'Item Code', 'Desc1') select the "Do Not Import Header' option.
6. Edit the Import Tag as necessary so you can easily find the Items which were updated in this import.
7. Click OK to proceed with the import.
When the import is complete, a list of updated Items will be displayed.
Imported Item Codes that do not find a match are skipped, so you can import a vendor's complete list, when you only carry a portion. Imported Item Codes that find more than one match modify the first Item found, only, and report the problem in the error log. If error log entries are created, at the end of the import, a dialog will ask if you want to save the error log for reference.
Avg. Qty Sold
Items Search can show calculations for the average quantity sold (for last twelve months and last three months) named:
• Avg. Qty Sold 12-Mos.
• Avg. Qty Sold 3-Mos.
This Solution describes using these entries. (6667)
On the Items Search you can click the Add (+) button on the column header to add new columns. Among the choices are calculations named:
• Avg. Qty Sold 12-Mos.
• Avg. Qty Sold 3-Mos.
These calculate the average quantity sold for the prior twelve months, or three months.
In specific, if you are viewing the results mid-April then the choice Avg. Qty Sold 3-Mos. will calculate total units sold in January, February, and March, and divide by three.
These calculations are performed on-the-fly on the Server, so should be quick, even when running Client remotely. Sorting as in the picture can take extra time if you have a lot of items or invoices (30 sec. for 30,000 items on 50,000 invoices in our tests).