Item and BOM Import Action
Updated
by Byron Norman
Update (or import) an item list from an Excel spreadsheet
- Export an Excel spreadsheet from the item list in Wheelhouse or create an Excel spreadsheet with columns for part number and any of the optional columns listed below:
Part Number (required)
Optional Columns:
Name
Display Name
Description
Item Type
Dimensions
Mrp Number
Max Discount Pct
Sale Level
Unit Price
Unit
Weight
Revision
Product Line
Config Category - The action recognizes the following options for each field in the spreadsheet and will take action according to the field's entry.
Field Value
Action Upon Import
Action Upon Update
Empty Field
Field will be left empty
No changes made to existing data
Any Valid Value
Field will be assigned the value
New value will overwrite anything already in the field
The word BLANK
Field will be left empty
Data in field will be deleted
- Run the Item/Update Items action from the Item List
- Select the Item list import from the Import Mode dropdown.
- You can also specify how the import action will behave during the import.
Option
Description
Action
Update or Create Items: If a part number is not found, a new item will be created with the given part number.
Update Existing Only: If a part number is not found, that row of the spreadsheet will be skipped.
Allow creation of new part numbers
When selected, new part numbers will be assigned if the part number column is blank. If not selected, rows with blank part numbers will be skipped.
Skip Items with External Number
Rows in spreadsheet with a defined External Number will be skipped.
Update (or import) a Bill of Materials from an Excel spreadsheet
- Create an Excel spreadsheet with the columns listed below:
Level (required, indicates the BOM level, first item in the spreadsheet must be level 0)
Part Number (required)
Quantity (required, quantity per parent)
Pick Type (optional, may be empty, Required, or Standard) - Run the Item/Update Items action from the Item List
- Select the BOM import from the Import Mode dropdown.
Update/Import and Item List and Bill of Materials Simultaneously
When you are adding completely new products to the system, sometimes the item list and bill of materials are combined.
- Create an Excel spreadsheet with the columns listed below:
Level (required, indicates the BOM level, first item in the spreadsheet must be level 0)
Part Number (required)
Quantity (required, quantity per parent)
Pick Type (optional, may be empty, Required, or Standard)
Optional Columns:
Name
Display Name
Description
Item Type
Dimensions
Mrp Number
Max Discount Pct
Sale Level
Unit Price
Unit
Weight
Revision
Product Line
Config Category - The action recognizes the following options for each field in the spreadsheet and will take action according to the fields entry.
Field Value
Action Upon Import
Action Upon Update
Empty Field
Field will be left empty
No changes made to existing data
Any Valid Value
Field will be assigned the value
New value will overwrite anything already in the field
The word BLANK
Field will be left empty
Data in field will be deleted
- Run the Item/Update Items action from the Item List
- Select the Item list and BOM import from the Import Mode dropdown.
Hints:
- You can utilize the Export BOM action from single item records to export the current BOM to an excel file. You can then modify this file and reimport it using the Item/Update Items action.
