Excel Import – Creating references

Functionality Excel Import – Create part numbersThe Excel Import – Create part numbers feature of the K inventory inventory management application enables you to quickly add part numbers to the database.

This feature makes it easy to import new part numbers into K inventory with all the required information.

 

 

This feature is only available on the Web version.

 

1. In the left-hand screen frame, click on Import data

 

Importing data from Excel onto an inventory management platform: K inventoryK inventory features

 

2. Go to Import dataclick on the Data creation

Importing Excel data into inventory management software: K inventoryChoice of data import mode

 

3. To download the file template, click on the K inventory template file

 

The template file is automatically updated when a custom field is created, modified or deleted.

 

4. To add new references to the K inventory database, complete at least the mandatory fields in the file, as shown in the example below

 

Depending on the type of reference, certain fields may or may not be mandatory.

  • For a Product Type – Name – Quantity + Parent
  • For a Equipment Type – Name – Tag – + Parent

 

Import part numbers into K inventory: online inventory management applicationImport file format Creation

 

5. Save the Excel file

 

6. Drag file into frame Drag the file to be imported or click here from the solution or click on the add a file icon to select the file

 

Once the file has been integrated, the Data validation tab indicates whether errors have been detected or whether all lines can be inserted. If an error occurs, click on Return to previous step.

 

It is not possible to create duplicate Equipment references (identifier and barcode).

If any of the lines in your file duplicate material already present on the platform, or if any of the information is incorrect, all the lines in the file will be rejected.

You will need to make these changes before importing your file again.

 

8. Confirm the import of the new references into the database by clicking on Save

 

Convert Excel inventory into online inventory with K inventory, inventory management software

Audit result

 

9. In the Resulttab, you’ll see confirmation that the import was successful

 

Excel import on an inventory platform: K inventoryConfirmation of reference creation

 

10. To check that the references have been created, click on in the left-hand frame, then go to the folder where the new references have been created.

 

Importing items from Excel into inventory management software: K inventoryDisplaying new equipment

 

 

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