Importing additional inventory data

Posted By MTG Joel over 9 years ago

Hello,

So I we are transitioning from an older accounting software to Sage 50 and have all our data exported into .csv files. I have used the help documents relating to Importing Inventory and Services and Importing Price Lists to sort out the data related to those forms.

Where I'm running into a problem is I don't know how to import the data not included on those two forms such as:

- Stock Quantities (On Hand, Minimum, EOQ)
- Stock Cost (Last Cost, Total Asset Amount of Current Stock)
- Tax Rate (Some of our inventory items don't get PST applied to them)
- Specified vendor for the inventory item (I have also completed the Vendor form using the related help sheet but there was nothing pertaining to this on there)

I have looked fairly thoroughly throughout the forums and haven't found any information pertaining to this and would rather not have to manually enter it for 5000+ inventory items. Is there a way to amend additional columns onto the existing inventory import forms? How do I go about this?

Thanks in advance.

0 Keith L over 9 years ago

Hi Mtg Joel,

You can follow the link below to look for a 3rd party inventory management software that has an import utility and select the best solutions for your business needs.

http://www.sagepss.com/Solutions.aspx?p=6

Hope this helps.
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0 RandyW over 9 years ago

I've used AutoHotKey to enter or update thousands of inventory items.

Anything you can key in by using a keyboard and a mouse, can be entered with a script.

Sage 50 tracks only OnHand, Sales Order, and Purchase Order quantities (by location) in the inventory record.

Sage 50 doesn't have an Economic Order Quantity field, or a way to make use of, automatically calculate, or maintain one. Buying, Stocking, and Selling quantities can all be different (i.e. Skid -> Case -> Each), which may help, or You could use one of the 'Additional Fields' to store the value in plain text. If you use vendor part numbers and descriptions in the 'Quantum' Edition, you can put notes into those descriptions.

There isn't a 'specified vendor' in Sage 50, only a 'preferred one'. This will show on the (oddly named) Item Price Comparison report in Quantum.

I hope that also helps, please post back!

Randy
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