Difference between revisions of "Stock List Import"

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== More Information ==
 
== More Information ==
 
We provide our own specification of stock list import for any third parties wishing to interface with Platinum.
 
We provide our own specification of stock list import for any third parties wishing to interface with Platinum.
 
The file is a line sequential fixed field design with the file name {{FilePath|c:\catalyst\platinum.inp}}.
 
  
 
=== Layout ===
 
=== Layout ===
 +
==== Fixed Space Format ====
 +
The file is a line sequential fixed field design.
 +
;Filename
 +
:{{FilePath|platinum.inp}}
 
{| border="1" cellpadding="4" cellspacing="0" width="100%"
 
{| border="1" cellpadding="4" cellspacing="0" width="100%"
 
!width="12%"|Name
 
!width="12%"|Name
Line 26: Line 28:
 
|16
 
|16
 
||10
 
||10
||The price to import. This will be parsed. {{Example|iconsize=small|10, 10.50, 15.4, -7.50}}
+
||The price to import. {{Example|iconsize=small|10, 10.50, 15.4, -7.50}}
 
|-valign="top"
 
|-valign="top"
 
|Quantity
 
|Quantity
 
|26
 
|26
 
||10
 
||10
||The quantity to import. This will be parsed. {{Example|iconsize=small|1, 5, -5}}
+
||The quantity to import. {{Example|iconsize=small|1, 5, -5}}
 
|-valign="top"
 
|-valign="top"
 
|V.A.T. Rate
 
|V.A.T. Rate
Line 42: Line 44:
 
|37
 
|37
 
||90
 
||90
 +
||This is optional and will be used if the Stock Code has to be created inside Platinum.
 +
{{Information|iconsize=small|If not provided then the Stock Code will be used on line one and "Auto-Created by List Import" will be used on line two.}}
 +
|}
 +
 +
==== CSV Format ====
 +
Comma {{DataValue|,}} delimited file, any text fields containing any {{DataValue|,}} as data should be enclosed in double quotation marks e.g. {{DataValue|"Filter, large"}}.
 +
;Filename
 +
:{{FilePath|platinum.csv}}
 +
 +
{| border="1" cellpadding="4" cellspacing="0" width="100%"
 +
!width="12%"|Name
 +
!width="8%"|Column
 +
!|Description
 +
|-valign="top"
 +
|Stock
 +
|1
 +
||The stock code to be imported into the Platinum stock list.
 +
|-valign="top"
 +
|Price
 +
|2
 +
||The price to import. {{Example|iconsize=small|10, 10.50, 15.4, -7.50}}
 +
|-valign="top"
 +
|Quantity
 +
|3
 +
||The quantity to import. {{Example|iconsize=small|1, 5, -5}}
 +
|-valign="top"
 +
|V.A.T. Rate
 +
|4
 +
||This is optional and will be used if the Stock Code has to be created inside Platinum. Valid values are {{DataValue|S}} for Standard Rate, {{DataValue|E}} for Exempt Rate and {{DataValue|Z}} for Zero Rated items.
 +
{{Information|iconsize=small|If not provided then {{DataValue|S}} will be assumed.}}
 +
|-valign="top"
 +
|Description
 +
|5
 
||This is optional and will be used if the Stock Code has to be created inside Platinum.
 
||This is optional and will be used if the Stock Code has to be created inside Platinum.
 
{{Information|iconsize=small|If not provided then the Stock Code will be used on line one and "Auto-Created by List Import" will be used on line two.}}
 
{{Information|iconsize=small|If not provided then the Stock Code will be used on line one and "Auto-Created by List Import" will be used on line two.}}

Revision as of 09:26, 12 March 2020

Summary

You can import a stock list (created externally to Platinum) directly into areas of the Stock Control, Order Processing or Workshop by pressing <Alt+F6>. This mechanism is used to interface Platinum with many parts catalogue (EPC) products.

Once activated with the <Alt+F6> from a "Stock Code" field, Platinum will import the stock list into the current module. This will save the user having to re-key the list that has just been built inside the EPC (or website).

A file that has been created with cost prices, e.g. a Fowlers import can only be imported into a purchase order as the price supplied is the cost price. If this file was imported into Stock Control or Workshop, you would end up with the cost price in the retail field.

More Information

We provide our own specification of stock list import for any third parties wishing to interface with Platinum.

Layout

Fixed Space Format

The file is a line sequential fixed field design.

Filename
'platinum.inp'
Name Position Size Description
Stock 1 15 The stock code to be imported into the Platinum stock list. This field should be left-justified so the stock code proper starts at position 1.
Price 16 10 The price to import.
10, 10.50, 15.4, -7.50
Quantity 26 10 The quantity to import.
1, 5, -5
V.A.T. Rate 36 1 This is optional and will be used if the Stock Code has to be created inside Platinum. Valid values are 'S' for Standard Rate, 'E' for Exempt Rate and 'Z' for Zero Rated items.
If not provided then 'S' will be assumed.
Description 37 90 This is optional and will be used if the Stock Code has to be created inside Platinum.
If not provided then the Stock Code will be used on line one and "Auto-Created by List Import" will be used on line two.

CSV Format

Comma ',' delimited file, any text fields containing any ',' as data should be enclosed in double quotation marks e.g. '"Filter, large"'.

Filename
'platinum.csv'
Name Column Description
Stock 1 The stock code to be imported into the Platinum stock list.
Price 2 The price to import.
10, 10.50, 15.4, -7.50
Quantity 3 The quantity to import.
1, 5, -5
V.A.T. Rate 4 This is optional and will be used if the Stock Code has to be created inside Platinum. Valid values are 'S' for Standard Rate, 'E' for Exempt Rate and 'Z' for Zero Rated items.
If not provided then 'S' will be assumed.
Description 5 This is optional and will be used if the Stock Code has to be created inside Platinum.
If not provided then the Stock Code will be used on line one and "Auto-Created by List Import" will be used on line two.

See also


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Keywords AND Misspellings
stock, list, import, pos, platinum, standard, convert, comma, separated, file, fixed, width, fowlers, fowlers of bristol, pre-built, pre, built, load, epc, parts