Import: item master Data

Note: Project work subject to planning

This is an area that requires detailed project planning.

The Hypersoft system is a flexible standard solution that can be used in a variety of configurations. The correct implementation of the functions described here requires specialist expertise and a clear comparison of your requirements and expectations.

Please note that not all Hypersoft employees or partners are trained to the same extent in each of these labelled subject areas.

For this reason, we characterise certain content as "project work requiring planning". We would like to ensure that you contact your Hypersoft sales partner or Hypersoft Support at an early stage in order to carry out the necessary planning and coordination.

This structured approach enables us to carefully analyse your requirements and implement them in a targeted manner.

You can import the items from a specific Excel format into the item master. The amount of information that can be imported is limited and does not include all possible functions of normal item input. The item master data import is intended exclusively for absolutely experienced users or Hypersoft technicians. The item import also supports the import into an existing item master, so the import can be used independently of the manual entry.

To be considered before importing:

  • In any case, you should be familiar with all functions and possibilities of the programme before importing.
  • The import should not take place while the system is running.
  • All other Hypersoft programs must be terminated.
  • The import should take place on the local drive.
  • You must create a complete data backup directly before the import.
  • You must check the correctness of the data immediately after the import.
  • Misuse of this program may result in damage that cannot be repaired and requires the special attention of a Hypersoft technician.

Import of data provided by suppliers

For the use case that the data is provided by your suppliers, we could observe in several cases that (sometimes only in the course of time) too much data is transmitted by suppliers. Even if this is in the interest of the suppliers that you order as many items as possible there, this can lead to an overloading of your item master data. In order to be sure that this is not the case, we recommend that you enter the items yourself so that you have control over them. If this is not practicable, for your safety (in addition to a data backup before each import), you should verify the data scope at your leisure during each import.

Provision of the import data

The imported data is set as follows:

  • Component capable
  • Have order variants
  • base unit
  • Storage location Main warehouse
  • APP on portion

The following things have to be edited manually afterwards:

  • Define material groups
  • insert into recipes, switch on properties such as saleable, etc.

Further documentation: Manage item import

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