New Items

Posted by Rob on June 10, 2005, 8:47 am

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Krista,

Unfortunately you can not use the Sales Tax when importing. You need to
assign Item Sales Tax after import using the Inventory Wizards.
** If you have a default Sales Tax that you use for all items follow the
instructions below to correct error. You can also use the instructions on
how to assign the Sales Tax after importing items.

Delete your newly created Items Tax and possibly Sales Tax.
Go to the Wizards menu --> Inventory Wizards, choose Assign Item Sales Tax
click next, select all your departements click next and Finish. From the
drop down box on the far left column make certain that the correct sales tax
is choosen. Right click and choose copy and right click again and choose
Paste to all rows. Commit the changes and you should be golden.

Rob

> Rob,

> Thanks so much for your help. I tried the qs import and it worked fine

> after made the change to my dept/cat fields. The only problem I'm having

> now

> is with my Sales Tax codes...it keeps adding a new one for the items I'm

> importing. What field name am I suppose to be using to put the items into

> an

> already existing tax code?

> Thanks,

> Krista

> "Rob" wrote:

>> Krista,

>> We get most of our clients to use it with out any problems.

>> The reason it did weird things to your Dept and Cat is because it is case

>> sensitive and has to be the exact spelling of the Dept or Cat name as in

>> your database, otherwise it will import the Dept name, not the Cat name

>> and

>> give you an error on the item.

>> As with any mass changes to the database you want to make a backup of the

>> database just in case you make a mistake. You can then go back and

>> correct

>> your mistakes. You'll need to be diligent when creating your import files

>> and if you use the same format (i.e. the columns of your import files are

>> always the in the same order) you can save a template of the of your

>> import

>> settings to speed up importing.

>> We have a couple of clients that are using the QS Import tool on a

>> continual

>> basis as you are without any problems, we make them follow some simple

>> guidelines for creating and importing their files that can not be broken.

>> EMS SQL Import - cost $39US - This tool can also import from Access,

>> Excel,

>> TXT, DBF and XML

>> DTS comes with a full blown SQL Server in the Enterprise Manager

>> Both of these tools require a strong knowledge of the Database Schema and

>> relational database management on a whole.

>> It is funny how they told you that it isn't reliable but to use it to do

>> your initial setup. I guess initially you don't need your system to be

>> setup

>> correctly?

>> Like I said above you need to be diligent with creating your import files

>> and make a backup of your database before any mass changes and you should

>> be

>> fine. Lastly, I would not do imports during busy times of the day, try

>> and

>> do them in the morning or at night.

>> Rob

>> > Rob,

>> >

>> > My reseller actually told me that the QS Import Utility wasn't reliable

>> > enough and that I should only use it on my initial setup. Also, it did

>> > some

>> > weird things to my department and categories. Do you use it?

>> >

>> > Thanks.

>> >

>> > "Rob" wrote:

>> >

>> >> Krista,

>> >>

>> >> There are other tools you can use, for instance you can create a DTS

>> >> package, EMS SQL Import Tool but frankly the QS Import Utility should

>> >> be

>> >> the

>> >> easiest to use.

>> >> What is it specifically you don't like about the QS Import tool that

>> >> makes

>> >> you say you can't use it on a daily basis.

>> >>

>> >> Rob

>> >>

>> >> > Hi. Does anyone know of a way to import new items into the database

>> >> > from

>> >> > an

>> >> > excel file? Not the QS Import Utility but something I can use on a

>> >> > daily

>> >> > basis as we add approximately 50 new items each day.

>> >> >

>> >> > Thanks for any help you can provide!!

>> >>

Posted by Masta T on June 14, 2005, 3:20 pm

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I have not tried it in a long while but if you run a Select * From Item
Query in Administrator and get the exact code for tax you can import it
using the Wizard. Backup prior to trying this, as always. Like I say, it
has been a while......test it first.
MT

> Krista,

> Unfortunately you can not use the Sales Tax when importing. You need to

> assign Item Sales Tax after import using the Inventory Wizards.

> ** If you have a default Sales Tax that you use for all items follow the

> instructions below to correct error. You can also use the instructions on

> how to assign the Sales Tax after importing items.

> Delete your newly created Items Tax and possibly Sales Tax.

> Go to the Wizards menu --> Inventory Wizards, choose Assign Item Sales Tax

> click next, select all your departements click next and Finish. From the

> drop down box on the far left column make certain that the correct sales

> tax is choosen. Right click and choose copy and right click again and

> choose Paste to all rows. Commit the changes and you should be golden.

> Rob

>> Rob,

>> Thanks so much for your help. I tried the qs import and it worked fine

>> after made the change to my dept/cat fields. The only problem I'm having

>> now

>> is with my Sales Tax codes...it keeps adding a new one for the items I'm

>> importing. What field name am I suppose to be using to put the items

>> into an

>> already existing tax code?

>> Thanks,

>> Krista

>> "Rob" wrote:

>>> Krista,

>>>

>>> We get most of our clients to use it with out any problems.

>>> The reason it did weird things to your Dept and Cat is because it is

>>> case

>>> sensitive and has to be the exact spelling of the Dept or Cat name as in

>>> your database, otherwise it will import the Dept name, not the Cat name

>>> and

>>> give you an error on the item.

>>> As with any mass changes to the database you want to make a backup of

>>> the

>>> database just in case you make a mistake. You can then go back and

>>> correct

>>> your mistakes. You'll need to be diligent when creating your import

>>> files

>>> and if you use the same format (i.e. the columns of your import files

>>> are

>>> always the in the same order) you can save a template of the of your

>>> import

>>> settings to speed up importing.

>>>

>>> We have a couple of clients that are using the QS Import tool on a

>>> continual

>>> basis as you are without any problems, we make them follow some simple

>>> guidelines for creating and importing their files that can not be

>>> broken.

>>>

>>> EMS SQL Import - cost $39US - This tool can also import from Access,

>>> Excel,

>>> TXT, DBF and XML

>>> DTS comes with a full blown SQL Server in the Enterprise Manager

>>> Both of these tools require a strong knowledge of the Database Schema

>>> and

>>> relational database management on a whole.

>>>

>>> It is funny how they told you that it isn't reliable but to use it to do

>>> your initial setup. I guess initially you don't need your system to be

>>> setup

>>> correctly?

>>> Like I said above you need to be diligent with creating your import

>>> files

>>> and make a backup of your database before any mass changes and you

>>> should be

>>> fine. Lastly, I would not do imports during busy times of the day, try

>>> and

>>> do them in the morning or at night.

>>>

>>> Rob

>>>

>>> > Rob,

>>> >

>>> > My reseller actually told me that the QS Import Utility wasn't

>>> > reliable

>>> > enough and that I should only use it on my initial setup. Also, it

>>> > did

>>> > some

>>> > weird things to my department and categories. Do you use it?

>>> >

>>> > Thanks.

>>> >

>>> > "Rob" wrote:

>>> >

>>> >> Krista,

>>> >>

>>> >> There are other tools you can use, for instance you can create a DTS

>>> >> package, EMS SQL Import Tool but frankly the QS Import Utility should

>>> >> be

>>> >> the

>>> >> easiest to use.

>>> >> What is it specifically you don't like about the QS Import tool that

>>> >> makes

>>> >> you say you can't use it on a daily basis.

>>> >>

>>> >> Rob

>>> >>

>>> >> > Hi. Does anyone know of a way to import new items into the

>>> >> > database

>>> >> > from

>>> >> > an

>>> >> > excel file? Not the QS Import Utility but something I can use on a

>>> >> > daily

>>> >> > basis as we add approximately 50 new items each day.

>>> >> >

>>> >> > Thanks for any help you can provide!!

>>> >>

>>>