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.
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