Importing Non-Inventory Items - How do you load the Purchase items? Cost, Preferred Vendor, Expense

MatthewAccenttMarble · ‎September 20, 2021

I am working on importing Non-inventory items into the item list. I have imported the correct data fields but the expense account, preferred vendor & cost will not load. How do I get those fields to load for a Non-inventory Part? We don't keep certain items in inventory because I tested it and it loads all fields for an Inventory Part.

I hope this isn't a case where you have to update them on a one by one case.

Fiat Lux - ASIA · ‎September 20, 2021

@MatthewAccenttMarble

Prepare the Item data with the following template

Item Name

Item Type

Is Active

Sales Description

Purchase Description

Tax Code

Account/Income Account

Expense/COGS Account

Asset Account

Cost

Preferred Vendor

Price or %

Reorder Point

Manuf Part Number

Unit of Measure

Max

Green Widget

Inventory Part

Y

Widget Sales

Widget Purchase

Tax

General Sales

General Cost of Goods Sold

Inventory Asset

10

ABC Vendor

15

10

12345

30

General Services

Service

Y

Services Sales

Services Purchase

Non

Specialized Sales

Specialized Expenses

8

DEF Vendor

9

General Parts

Non-inventory Part

Y

Part Sales

Part Purchases

Tax

General Sales

General Cost of Goods Sold

7

GHI Vendor

8

Misc Charge

Other Charge

Y

Misc Income

Misc Charges

Non

General Sales

General Cost of Goods Sold

General Expenses

12

GHI Vendor

15

then utilize one of these importer tools

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

View solution in original post

BigRedConsulting · ‎September 20, 2021

The import from Excel template worksheet doesn't appear to have these fields. Instead it has only the most basic fields like item name, price and a couple of others.

You can import items including the purchase fields - and most other fields - via an IIF file. You can use our BRC List Importer to convert your item list from an Excel worksheet to an IIF file for import.

Fiat Lux - ASIA · ‎September 20, 2021

@MatthewAccenttMarble

Prepare the Item data with the following template

Item Name

Item Type

Is Active

Sales Description

Purchase Description

Tax Code

Account/Income Account

Expense/COGS Account

Asset Account

Cost

Preferred Vendor

Price or %

Reorder Point

Manuf Part Number

Unit of Measure

Max

Green Widget

Inventory Part

Y

Widget Sales

Widget Purchase

Tax

General Sales

General Cost of Goods Sold

Inventory Asset

10

ABC Vendor

15

10

12345

30

General Services

Service

Y

Services Sales

Services Purchase

Non

Specialized Sales

Specialized Expenses

8

DEF Vendor

9

General Parts

Non-inventory Part

Y

Part Sales

Part Purchases

Tax

General Sales

General Cost of Goods Sold

7

GHI Vendor

8

Misc Charge

Other Charge

Y

Misc Income

Misc Charges

Non

General Sales

General Cost of Goods Sold

General Expenses

12

GHI Vendor

15

then utilize one of these importer tools

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

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Importing Non-Inventory Items - How do you load the Purchase items? Cost, Preferred Vendor, Expense