After adjusting values on the Inventory Modeling spreadsheet to meet the needs for your business, you need to upload the values back to the system. The system only uploads specific fields from the spreadsheet, but uploads these field values to the product record for each product that is on the spreadsheet.
Note: Depending on the number of products in the spreadsheet you are uploading, the upload process may take several minutes. The systems sends a message to you when the upload completes. If you are running an upload for a large buy line or several buy lines at once, you may want to run the upload during off hours.
To upload the values from your Inventory Modeling spreadsheet in Eterm:
From the Purch > Inventory Modeling menu, select Inventory Modeling Upload to display the Inventory Modeling Upload screen.
In the Inventory Model File field, use the Choose File hot key to browse and select the file from which you want to upload data to your product files.
Select which of the following fields to include in the upload. The default is Y on each.
Upload Item Safety Factor
Upload Buy Package
Upload Package Divisible
Upload Stock Item Flag
Upload Minimum Quantity
Upload Minimum Quantity Expiration Date
In the Minimum Quantity Expiration Date field, if you want the minimum quantity that is uploaded to be limited to a specified time frame, enter a date on which you want the minimum quantity value to expire. The default is one year from the current date.
Use the Process hot key to upload the values.
After modeling your inventory to support a specific budget or turn cycle, you can apply the spreadsheet calculations to a different branch than the one from which you originally extracted data.
For example, you open a new branch in your network. You want the inventory modeled after the branch which is physically closest to the new branch to take advantage of the fact that they are going to have the same buy lines and price lines set up. The closest branch is branch 3. You extract data from branch 3 for all products in that branch. You modify the data to reflect the new branch's budget. Then, you upload the new data fields to the new branch not back to branch 3.
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Important: An upload cannot be "unloaded" on site after being sent. If you upload changes and need to adjust fields, the adjustments must be done manually or through another extract and upload. We recommend saving a copy of the original extract. |