Configuration - Import Data

Modified on Fri, 21 Mar at 8:58 AM

In this video we show you how to use the Import Data tool in Bitlog Web portal.

What to import

For Wms related data it is possible to import values:
- Bins
  - Storage type is possible to update if no Items stored as boxes or pallets are placed on bin
- Items (Item settings)
  - Stored as is possible to update if not balance is placed in buffer bins
- Buffer places
- Picking places
- Bar codes
- StockBalance
  - No balance can exist in wms

All mandatory fileds are shown with * (red star) and for some fields in the Limitation column you can find help of what values to put in.

Helpful information:
If item = Expired item, Best-before date is required.
If item = Stored as box, ItemsPerPack is required.
If item = PalletPick = true, MinBoxes is required.
If item = MandatoryProductionBatchNo, ProductionBatchNo is required.
It is not possible to import balance to buffer bins for items stored as Pallets.
Only possible to update/ change StorageType for items when no balance is placed in buffer
Only possible to update/ change PalletType for items when no balance is placed in buffer

For ERP related data it is possible to import:

Items

Using either the set counter for Items and leaving the StockCode field empty in the file.
Or by entering StockCode directly in the file
Possible to update items

Sales Orders

Mandatory to set order number in the file, not possible to use a counter
Orderline can be set manually in the file, but can also be left empty and a counter will be used instead
Backorder and Complete shipment are set to No by default if nothing else is set in file.
If importing several orderlines, copy first row including head and enter values for the new orderline.
Warehouse will be used from order header if no other warehouse is entered.
Possible to create a negative sales order (return order)
Not possible to update orders via import, only to import new sales orders
It is possible to remove columns that is not mandatory from the file and import a file with just the mandatory fields
YYYY-MM-DD or MM/DD/YYYY format for dates
Leave empty to use today's date
- Set DeliveryDate on head will be used on DateRequested on line

Workflow

In the statusbar we are presenting information of the last import.

Under Total records you are able to download the original file by clicking on the number
Under Errors (if there are any) you are able to download a file of what error occurred while importing by clicking on the number shown. No number is presented if all passed.
Select tab WMS or ERP and the type you wish make the import for
Select Upload file
- Here you can download Template of the selected type in .csv
- You can drag and drop file or use select fie

FAQ

Q: I am getting an error that I cannot upload the file, why?
A: The file is to big, please divide the data and try again. Repeat if it still occurs.

Q: I cannot se that the file is completed, why?
A: Depending on the file size it can take a while, please wait and refresh the page.

Q: While importing ERP data I can not see attributes?
A: Attributes are only showing in the templates for ERP data if it is configured in web portal with a display name.
But in the template we are showing the Attribute Key.

Q: I get an error telling me that I have an incorrect template after importing a file?
A: If an invalid template is used we are not processing the file and instead creating error file. You maybe are missing some mandatory fields or are importing the completely incorrect template. For ERP data it may also be that an Attribute was added after you downloaded the template.

Q: Can I see f.e imported StockCodes somewhere if I used the counter?
A: If downloading the results file you will see the latest file that was imported. But if using counter to set the StockCodes you will not be able to see them in the file and will have to search in Stock Code Details to find them.

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