Help Topics > Stock > Stock Tools

The Stock Import tool provides the ability to import stock data (such as price information) from the clipboard or an external file into your STACK-IT Stock Database.

Open the Tools palette in the Stock screen and click the Import button to open the Stock Import tool.

Stock Import screen

There are two ways to import data:

1.	Paste the data from the clipboard.

2.	Open a CSV file containing the data.

STACK-IT uses the "Data Key" to locate the Stock part to update. Usually the part's ProdCode is used to locate the part, but alternatively the combination of "Size-Component-CatalogID" may be used to locate the parts. When more than one part matches the data key, all matching parts will be updated.

When importing price and cost values, zero dollars values are ignored and the existing values are retained. To specifically import zero dollar values, check the box "Import Zero Dollar Values".

	Click Apply to scan the stock parts for any part matching a record in the import data and update the values for the stock part. As each input record is processed, a line will be added to the Process Report list to show if the line was imported or skipped.
	Click the Browse button to locate the import file. The name of the selected file is displayed to the left of the Browse button.
	The Close button will return you to the Stock screen.
	Click the Copy button to copy the process report to the clipboard for pasting into Excel or other tools.
	After selecting a CSV file with the Browse button, click the Load CSV button the load the data contained in the CSV file. STACK-IT will examine the data, show the number of records and tokens found and list the tokens in the selector list.
	Click the Paste button to load data from the clipboard into the Stock Import screen. STACK-IT will examine the data, show the number of records and tokens found and list the tokens in the selector list.
	Click the Template button to copy a list of all the possible data columns that may be contained in an import file. The data can be pasted into an empty Excel spreadsheet to make it easy to know what data can be supplied.

DATA REQUIREMENTS

Imported data from the clipboard or CSV file must conform to the following standard:

1.	The data must be arranged in a table with each column representing one data element, e.g., ProdCode, Price, or Cost.

2.	The first row must contain the names of the data elements. The valid data names are listed in the table below.

3.	Dimensional values (size, height, weight or diameter) MUST have the units marks (', ", M, mm, lb, kg.) Dollar values have no unit mark.

4.	Each row MUST have a part identifier (data key). The requirements for the part identifier is determined by "Data Key" setting above.

a.	"ProdCode" - a column must be present containing the ProdCode values.

b.	"Size-Component-CatalogID" - three columns must be present containing the individual Size, Component and CatalogID values.

5.	The remainder of the data may contain identifiers and values for the following data items. Only the data items to be updated need to be present.

6.	Bold item require units marks, e.g., ", ', in, ft, lbs.

Importable Data Elements

PRODCODE	WEIGHT	SIZEUP	ID
PRODCODEINCR	WEIGHTINCR	SIZEDN	OD
PRICE	HEIGHT	WALL	MAXPIPEOD
PRICEINCR	HEIGHTMAX	COVER	MINPIPEOD
PRICEUNIT	HEIGHTINCR	STEPCOUNT	STRUCTUREHOLE
COST	FLOORHEIGHT	PRECASTHEIGHT	LENGTH
COSTINCR	FLOORSIZE

Example

This example illustrates

•	Data Key = ProdCode

•	Updating values for Price, Cost, and Weight

•	Import Zero Dollar Values = Unchecked, where cost value is zero, existing cost values will be retained

PRODCODE	PRICE	COST	WEIGHT
1136250	285	0	3815 lb
IB602	432	0	3100 lb
IB603	518	0	4250 lb
IB603	863	0	7085 lb
IB603	863	0	7085 lb
CB30X30	98	0	875 lb
CB30X30	122.5	0	1095 lb
CB30X30	147	0	1314 lb
CB30X30	171.5	0	1533 lb
48AORMB	380	0	3830 lb
BC48H3C	350	0	500 lb
BC48H3E	350	0	500 lb
FST60	135	0	1300 lb
IB602	432	0	3100 lb
303002	85	3.87	1800 lb
48AORMB	380	50	3830 lb
48AC2FT	124	0	1734 lb
48AC2FT-W/32"O	124	0	1340 lb
48AC2.5FT	155	0	2520 lb
48AC3FT	185	0	2880 lb
CC602	246	0	2820 lb

Stock Import Tool

Stock Import Tool