Fill Out the Article Import Sheet
<aside> 💡 Article Number, Category, Type, Description and Reader Description are required fields
</aside>
<aside> 💡
NOTE: the Description displays on the Inventory grid and Reader Description displays on mobile
</aside>
Here the required fields have been filled out. This customer also captures data in Attribute 1 and 2, so data has been entered there as well.
<aside> 💡 Save the spreadsheet in .xlsx format
</aside>
Import Article Spreadsheet
<aside> 💡 Navigate to the Customer, then click the Articles tab, then click the Import button towards the top of the page
</aside>
<aside> 💡 Click the Browse button and locate the .XLSX spreadsheet locally then click the Next button at the bottom of the popup
</aside>
Mapping
<aside> 💡 The left column contains the HQ Warehouse fields that correspond with the spreadsheet’s columns on the right
</aside>
<aside> 💡 If the spreadsheet has multiple sheets, use the dropdown at the top to toggle between them
</aside>
This import contains Attributes. The Attribute is mapped to the corresponding Label.
<aside> 💡 The Save Mapping button will remember the mapping selections for the next import
</aside>
<aside> 💡 When finished mapping, in the bottom right click the Next button towards the bottom of the popup
</aside>
Update Existing Inventory
<aside> 💡 Use the Update checkbox to choose whether or not existing Inventory is updated too
</aside>
<aside> 💡 True: Inventory associated with the Article that ihas already been Received will be updated
False: Only the Article will change, existing Inventory will still display the previous data; new Inventory associated to that Article will display the updated changes
</aside>
<aside> 💡 Click the Import button when finished
</aside>
