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Set up your item master so every module reads it the same way · presentation 5 of 5 · for the whole-system operator — you run the books Read the transcript · Back to the series

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Set up your item master so every module reads it the same way · presentation 5 of 5

Loading a catalogue without loading a mess

You can load thousands of items by file knowing that the import updates as readily as it creates…

What an upload actually does

Step 1 — Understand that the import is an edit, not just a load

You will never re-upload a file casually again.

Screen capture pending the demo tenant

Doc Item Maintenance, Import Item, the template picker and the drop zone

Step 2 — Treat a failed upload as partly applied

You will read a red status correctly.

What this step names
  1. The Doc Item template validates every row
  2. Marks the bad ones
  3. Then works through the file one row at a time

Step 3 — Know that the template next to it behaves the opposite way

You will stop generalising from one upload to another.

What this step names
  1. The Doc Item With Category template
  2. On the same screen
  3. In the same menu
  4. Checks the entire staged file before it writes anything
  5. Abandons the run if a single row is invalid

The quiet after an import

Step 4 — Expect the rest of the platform not to hear about it

You will know why a bulk change did not reach the storefront.

What this step names
  1. Saving an item on the screen does three things besides writing the…
  2. It queues a free-shipping job if that flag changed
  3. It pushes the item's status across to its inventory record in the…

Step 5 — Watch the round trip, not just the upload

You will design the file rather than accept it.

What you do
  1. Use the column picker the Doc Item template offers on the way in…

The routine

Step 6 — Run the small routine that catches all of it

You have something to do rather than something to worry about.

What this step names
  1. Third
  2. Spot-check three items that were supposed to change
  3. Using the thirty-second test from the applet page…
  4. Confirm the inventory code
  5. The pricing and the classification
  6. Then actually scan it on a draft document

NarrationSlide 1 of 10

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