Overview

This document will outline the Inventory Department Import feature, which will allow users to import, set inactive/active and remove departments quickly and efficiently.

Procedure

The Inventory Department Import can be found by navigating to Software Settings → Inventory → Departments.

Fig. 1

If security allows, click the Import button.  A filedialog 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 Departments is as follows:

Fig. 4

Worksheet Name: Department

Columns:

If the Remove column is set to Remove then the import will attempt to remove the department from the database as long as it is not in use.  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 departments.  It is under Software Settings → Inventory Departments → Import.

Fig. 5

https://static.helpjuice.com/helpjuice_production/uploads/upload/image/6119/direct/1689785784477-Department%2BTemplate.xlsx