Batch Creating Inventory

Batch creating inventory was usually a simple process. I add several hundred items at a time but since the removing/ then reinstating of the description field for inventory etc… Now despite the spreadsheet being filled properly, I don’t get the sales prices or purchase prices to populate. I have tried every default field option…blank, Yes, No, True, False…nothing works. Any help is greatly appreciated!

Are you using the correct columns? The parameters you mention are now under:

  • DefaultLineDescription
  • DefaultSalesUnitPrice
  • DefaultPurchaseUnitPrice

You would also need to set HasDefaultSalesUnitPrice and HasDefaultPurchaseUnitPrice to TRUE.

Yes, The pricing does not transfer over. It shows when pasted to the batch create box but when selecting the Batch create button, moves the data over except the pricing. It’s getting to be a very trying time for me with Manager as my software.

Could you illustrate this with screen shots?

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Are you using the correct columns? The parameters you mention are now under:

  • DefaultLineDescription
  • DefaultSalesUnitPrice
  • DefaultPurchaseUnitPrice

You would also need to set HasDefaultSalesUnitPrice and HasDefaultPurchaseUnitPrice to TRUE.

Your problem is that you use the currency symbol “$” in your spreadsheet while it should be a number without currency symbol.

That was the last trial, I had it referenced as number but needed to try different things but the result was always the same!

Nothing works to get the pricing to populate. I had batch created hundreds of items(actually thousands) without issue and now I’m screwed! I have found a reputable option Unfortunately away from Manager. It’s all up to the Manager team to determine if I stay or go! All because of a poorly developed update roll out! WOW, an expensive mistake.

You did not put TRUE for DefaultPurchaseUnitPrice in your spreadsheet screenshot and as mentioned you need to be sure that the spreadsheet you use ensures a number is a number and not a currency as per my other post. Can you please also explain why you put starting balances such as 0.48?

Finally what kind of spreadsheet program are you using?

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The same excel program I have always used, NEVER any issues until this update! I still see little to no reasonable thoughts a sto why these updates.

So did you try TRUE for DefaultPurchaseUnitPrice?

Sorry as far as I know applications and operating systems as well as hardware keep developing and thus changing, It is indeed inconvenient that you got stuck but even the screenshots you provided do little to let us know what is going on. I can only deduct from what I see that it is incomplete.

When people get stuck like this I would first use batch update copy to clipboard and paste in the spreadsheet and look if all is as you want. You then open a new tab in Excell and copy and paste a batch create and copy and paste relevant columns (just a small selection of your data) and try to reimport and batch create these. If they appear as you want then you know what to do when batch creating new ones.

Thats starting balance average cost, It has to be there otherwise won’t updte inventory value on hand when items are received,

Batch updating didn’t work either, somethinf is amiss with the pricing function when it comes to correctly populating. I’d be completely happy with rolling back this latest update. Everything worked then!

That is not true. Items received from new purchases will have their own costs associated with them. You seem to be describing accounting for an ongoing business. So when you create new inventory items, there is no reason to have starting balances. Starting balances are used only when migrating from a previous accounting system, with inventory already in place.

This is a completely unsupported statement. I had planned to go through your screen shots and list all the discrepancies, some of which @eko has pointed out already. But there were too many errors and complete omissions to complete the task. All I will say is that most of what you show is incorrect.

You need to copy to the clipboard from a Batch Update operation. That will tell you the identification and nature of every column you need for Batch Create. The only thing you will leave out is the Key at the end. You know your existing inventory works, so looking at how its records are structured in a Batch Update is the only way to know how new items should be defined in Batch Create.

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A post was split to a new topic: Useful update suggestions

@dreinemann99 I have tried to Batch update and Batch update inventory items and it worked as expected, no issues to report.

There’s a couple of additional field – which may throw things off at first, but it just takes a little bit of getting used to not to mention that all these changes are the results of improvements made to the software.

@dreinemann99 how about restating your problem from scratch because idk about other members, but you lost me right there:

And in another post, you were looking at some Sales Orders.

So, how about taking a step back and trying to repeat the steps one more time and reporting the end results.

Post screenshots of every step you take as well as the end result and give a short description of what’s the alternative results that you are expecting.