If you have a computerized inventory control system, you may be able to transfer records directly into Inventory Control by importing them.
You can also export records from another Sage 300 Inventory Control database, edit them in a spreadsheet or other program to change codes, amounts, and other information, then import them into the new Sage 300 Inventory Control system you are setting up.
Records You Can Import and Export
Inventory Control records you can both import and export include:
- Account sets
- Adjustments
- Assemblies/disassemblies
- Bills of material
- Categories
- Contract pricing
- Customer details
- Item pricing
- Item structures
- Item records
- Location details
- Locations
- Manufacturers' Items
- Physical inventory quantities
- Price list codes
- Receipts
- Reorder quantities
- Sales statistics
- Segment codes
- Shipments
- Transaction statistics
- Transfers
- Units of measure
- Vendor details
- Weight units of measure
- Mask Structures
- Warranty codes
- Contract Codes
- Internal Usage
You can, for example, export sales statistics to a spreadsheet for further analysis. You can also export price lists to a spreadsheet, change some pricing information, then import them back into Inventory Control.
Records You Can Import Only
Inventory Control also lets you import or export transactions:
- Adjustments
- Shipments
- Assemblies
- Transfers
- Receipts
- Internal Usage
Note, however, that you cannot export transactions if you delete them after posting.
Records You Can Export Only
You can export transaction statistics and sales statistics, but you cannot import them, unless you select the Keep Item Statistics and Allow Edit Of Statistics options in the I/C Options screen. You can also export serial and lot numbers for the serialized and lotted items in inventory.
Export Formats
Inventory Control can create export files in several formats, including:
- Excel
- Single CSV File
- CSV File (Comma Separated Values)
- Access
- ODBC
You select the format to use when you export the data.
Import Formats
You can create files to be imported by Inventory Control in any of the following formats:
- Excel
- Single CSV File
- Access
- ODBC
- XML
For information about importing and exporting Inventory Control records, see the System Manager Help.