To import line items from a delimited file into a Sales Transaction or a
Purchase Transaction, select Import Line Items from the Special menu to display the File To Import screen.
The file containing the line items to import (typically referred to as the Source File) must be delimited either by commas or by quotes and commas. Each line in the file represents one line item.
Each line in the Source File may contain the following data fields:
Identifier - The first field identifies the item using the default Sales Item Entry Field or Purchasing Item Entry Field. The Import Line Items function always reads the first field's value as the Identifier. This is a required field.
Quantity - The second field contains the quantity (the number of units of the item to be imported). In Sales, if the Quantity is not present, the default quantity of 1 is used. In Purchasing, if the Quantity is not present, the default quantity is defined by the Default Qty setting of either 1, 0, or Inventory Order Qty. The Quantity information is optional.
Price (if Sales Transaction) or Cost (if Purchase Transaction) - The third field contains the price or cost of a single unit of the item. If the price/cost value is present, it is used. If the price/cost is not present, the price/cost that would normally apply when the item is scanned or entered manually is used. The Price/Cost information is optional.
An example of a single line from a Source File might look like this:
Identifier = 102
Quantity = 3
Price/Cost = 4.99
The File To Import screen contains the following fields:
File Name - The name of the Source File containing the data to be imported. The default file name is COUNT.TXT. The default location for the file is the Keystroke installation folder. A different file name and path may entered as required.
Update Qty Ordered - In Order/Ship mode (Sales Transactions) and in Order/Received mode (Purchase Transactions), update the quantity in the Order column. In Invoice mode, this option is always ON. If it is turned OFF, Keystroke switches to Order/Ship mode or to Order/Received mode.
Update Qty Shipped (if Sales Transaction) or Update Qty Received (if Purchase Transaction) - In Order/Ship or Order/Received mode, update the quantity in the Ship or Received column. In Invoice mode, this option is always ON. If it is turned OFF, Keystroke switches to Order/Ship or Order/Received mode.
Default Qty (available only in Purchasing) - If the Quantity is not present in the source file, the default may be set to: 1, 0, or Inventory Order Qty.
Merge Same Items - If there are multiple lines in the Source File with the same Identifier (the same Inventory item), merge them into one line on the Transaction Item Entry screen.
No: Do not merge any items.
All Items: merge all instances of the same item.
New Items Only: merge all instances of the item being imported, but do not merge them with items that existed on the Transaction Item Entry screen before the Import Line Items function was run.