Overview
This document will outline the Class Import feature, which will allow users to import, and remove classes quickly and efficiently.
Procedure
The Inventory Class Import can be found by navigating to Software Settings → Inventory → Classes.
Fig. 1
If security allows, click the Import button. A file dialog will appear. Select the import file. If the import completes, it will display import statistics.
Fig. 2
Further details can be found in the system log.
Fig. 3
Import File Format
The file format required for importing Classes is as follows:
Fig. 4
Worksheet Name: Class
Columns:
Column Name |
Mandatory |
Valid Values |
Description |
Yes |
Alphanumeric up to 40 characters |
Remove |
No |
Remove, Blank |
If the Remove column is set to Remove then the import will attempt to remove the class from the database as long as it is not inuse. If it is in use or linked to records, then it will not remove it.
Security
There is a security feature within the Software settings list(found in User Settings) which will determine which users will be able to import classes. It is under Software Settings → Inventory Classifications → Import.
Fig. 5