Roles: Administrator & Employee | Interface: Web
Instructions
- Go to the Quantity Items section.
- Click on the drop-down action from the action bar and select the import icon.
- Upload a template with new allocation details.
- Verify the import history with the status "Completed" to ensure the allocations were imported successfully.
- The newly imported allocation will be visible in quantity items list.
Watch-outs & Good-to-Knows:
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No changes to existing items: You cannot create or modify allocations for quantity items that already exist in the system.
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Use the latest data: Always generate the import file just before uploading to ensure it contains the most up-to-date information.
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Blue column headers = mandatory fields: If a column header is highlighted in blue, you must fill in its cells. Leaving them blank may cause errors.
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One allocation type per row: Each row should only have one allocation type. For example, if you fill in the “Allocation - Location” column, then leave “Allocation - Storage Asset” and “Responsible/Allocation - Employee” blank for that row.
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Test before full import: If you're importing many items, start by uploading just one row to check the results. If everything looks good, go ahead and import the rest.
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