Inventory Excel Upload
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Process for Updating of Inventory by Excel-sheet Uploading After Conversion to CSV format
CRM & DMS Project
What is Inventory Management? • Inventory Management: It is the Management of the Inventories, with the Primary Objective of Determining: • Items that should be ordered, and in what quantity. • The timing of order release and order due dates. • Changes in the quantity called for and the rescheduling of orders already planned. Its two broad areas are inventory accounting, which is the administrative aspect, and inventory planning and control, which consists of planning procedures and techniques that lead to inventory order action.
CRM & DMS Project
• For proper Inventory Management, the following fields need to be always up-to-date: • • • • • • •
Maximum Level Minimum Level Safety Level ABC & XYZ Inventory Classes Last Issue Date Last Receive Date Weighted Average
• This Presentation is about how a Dealer can manage the above Fields in his Organizational Inventories by Uploading from an ExcelSheet converted to CSV format CRM & DMS Project
The Process of Excel Upload
Login, go to Site Map & click on “Inventory”
CRM & DMS Project
Click on “All Inventory Locations”
CRM & DMS Project
Click on the required Inventory Location
CRM & DMS Project
Click on this “Menu”
CRM & DMS Project
Click on “Export...”
CRM & DMS Project
Click on “Next”
CRM & DMS Project
Save the resulting CSV File
CRM & DMS Project
Now, Open a New Excel-sheet, click on “File” & then on “Open”, then change “File of type” to ‘Text Files (*.prn; *.txt; *.csv)’, select the downloaded CSV file & click on “Open” CRM & DMS Project
In the “Text Import Wizard – Step 1 of 3” Pop-Up that comes, click on “Next >”
CRM & DMS Project
In “Text Import Wizard – Step 2 of 3”, in the field “Other”, press ‘Shift’ + ‘\’ together to put ‘|’ in that field & then click on “Next >”
CRM & DMS Project
In “Text Import Wizard – Step 3 of 3”, in the field “Other”, change the ‘Column data format’ to ‘Text’ & use the Shift key to select all the Columns in ‘Data Preview’. Then press “Finish” CRM & DMS Project
In the file which comes, delete columns B to N
CRM & DMS Project
Cut & Paste the contents of Column A to Column J & change it’s header to “Product Name” NOTE: All the Header Names should be proper, with correct Capital & Small letter, no extra spaces & no spelling mistakes, else the import of the file to Siebel will not be successful.
CRM & DMS Project
Fill in the Header names as shown above
NOTE: All the Header Names should be proper, with correct Capital & Small letter, no extra spaces & no spelling mistakes, else the import of the file to Siebel will not be successful.
CRM & DMS Project
Fill in the Maximum Level & Minimum Level of each part to be maintained in that Inventory
CRM & DMS Project
In Movement Class, the dealer can define how fast the stock is moving in terms of quantity i.e. how fast it is sold X = Fast Moving Parts Y = Intermediate Moving Parts Z = Slow Moving Parts
CRM & DMS Project
In Value Class, the dealer can define how fast the stock is moving in terms of price i.e. which parts have highest sales value A = Highest Value Parts B = Intermediate Value Parts C = Least Value Parts
CRM & DMS Project
In Name Column, we enter the Inventory Name into which this Inventory related data is to be uploaded
CRM & DMS Project
Here, the dealer can enter the Quantity below which his Inventory of that Part should not fall
CRM & DMS Project
Here, the dealer can enter the dates when he/she last sold & when he/she received the Part
CRM & DMS Project
Here, the dealer can enter the Weighted Average of the Purchase Price of the Parts
CRM & DMS Project
Alternately, if the Dealer does not wish to change any pre-existing values in the Inventory, he can leave blank cells in the Excel-sheet as shown above
CRM & DMS Project
Save file using “Save As...” in “File” & using a different file name in CSV format in ‘Save as type’
CRM & DMS Project
In the Pop-Up that comes, click on “Yes”
CRM & DMS Project
Close the File & when it asks to save the changes, click on “No”
CRM & DMS Project
Back in Siebel, go to “Sitemap” > “Inventory” > “Part Import”
CRM & DMS Project
Click on “Import”
CRM & DMS Project
In the Pop-Up that comes, click on Browse, then in the ‘Choose File’ Pop-Up, select the CSV file & click on “Open”, then in previous PopUp, click on “Next”.
CRM & DMS Project
Click on ‘Next’
CRM & DMS Project
The Pop-Up, shown above, will show the status of the Import process. Incase of Partially Imported or Failed, click on “View Log” to see log of the errors, else click on “OK” to continue CRM & DMS Project
Now, go to “Site Map” > “Inventory” > “All Inventory Locations” & click on the required Inventory Name hyperlink to check if all updating is fine
CRM & DMS Project
Caution • This Process CANNOT be used to add New Parts into the Inventory. Any Attempt to do so will lead to Errors •
If any mistake occurs while entering Part Numbers in the Excel-sheet, it will lead to the ‘Partially Imported’ Error
CRM & DMS Project
CRM-DMS Team TTL, Thane Help Desk: 1800 22 3330, +91 22 5592 7215 [email protected] CRM & DMS Project
CRM & DMS Project
What is Inventory Management? • Inventory Management: It is the Management of the Inventories, with the Primary Objective of Determining: • Items that should be ordered, and in what quantity. • The timing of order release and order due dates. • Changes in the quantity called for and the rescheduling of orders already planned. Its two broad areas are inventory accounting, which is the administrative aspect, and inventory planning and control, which consists of planning procedures and techniques that lead to inventory order action.
CRM & DMS Project
• For proper Inventory Management, the following fields need to be always up-to-date: • • • • • • •
Maximum Level Minimum Level Safety Level ABC & XYZ Inventory Classes Last Issue Date Last Receive Date Weighted Average
• This Presentation is about how a Dealer can manage the above Fields in his Organizational Inventories by Uploading from an ExcelSheet converted to CSV format CRM & DMS Project
The Process of Excel Upload
Login, go to Site Map & click on “Inventory”
CRM & DMS Project
Click on “All Inventory Locations”
CRM & DMS Project
Click on the required Inventory Location
CRM & DMS Project
Click on this “Menu”
CRM & DMS Project
Click on “Export...”
CRM & DMS Project
Click on “Next”
CRM & DMS Project
Save the resulting CSV File
CRM & DMS Project
Now, Open a New Excel-sheet, click on “File” & then on “Open”, then change “File of type” to ‘Text Files (*.prn; *.txt; *.csv)’, select the downloaded CSV file & click on “Open” CRM & DMS Project
In the “Text Import Wizard – Step 1 of 3” Pop-Up that comes, click on “Next >”
CRM & DMS Project
In “Text Import Wizard – Step 2 of 3”, in the field “Other”, press ‘Shift’ + ‘\’ together to put ‘|’ in that field & then click on “Next >”
CRM & DMS Project
In “Text Import Wizard – Step 3 of 3”, in the field “Other”, change the ‘Column data format’ to ‘Text’ & use the Shift key to select all the Columns in ‘Data Preview’. Then press “Finish” CRM & DMS Project
In the file which comes, delete columns B to N
CRM & DMS Project
Cut & Paste the contents of Column A to Column J & change it’s header to “Product Name” NOTE: All the Header Names should be proper, with correct Capital & Small letter, no extra spaces & no spelling mistakes, else the import of the file to Siebel will not be successful.
CRM & DMS Project
Fill in the Header names as shown above
NOTE: All the Header Names should be proper, with correct Capital & Small letter, no extra spaces & no spelling mistakes, else the import of the file to Siebel will not be successful.
CRM & DMS Project
Fill in the Maximum Level & Minimum Level of each part to be maintained in that Inventory
CRM & DMS Project
In Movement Class, the dealer can define how fast the stock is moving in terms of quantity i.e. how fast it is sold X = Fast Moving Parts Y = Intermediate Moving Parts Z = Slow Moving Parts
CRM & DMS Project
In Value Class, the dealer can define how fast the stock is moving in terms of price i.e. which parts have highest sales value A = Highest Value Parts B = Intermediate Value Parts C = Least Value Parts
CRM & DMS Project
In Name Column, we enter the Inventory Name into which this Inventory related data is to be uploaded
CRM & DMS Project
Here, the dealer can enter the Quantity below which his Inventory of that Part should not fall
CRM & DMS Project
Here, the dealer can enter the dates when he/she last sold & when he/she received the Part
CRM & DMS Project
Here, the dealer can enter the Weighted Average of the Purchase Price of the Parts
CRM & DMS Project
Alternately, if the Dealer does not wish to change any pre-existing values in the Inventory, he can leave blank cells in the Excel-sheet as shown above
CRM & DMS Project
Save file using “Save As...” in “File” & using a different file name in CSV format in ‘Save as type’
CRM & DMS Project
In the Pop-Up that comes, click on “Yes”
CRM & DMS Project
Close the File & when it asks to save the changes, click on “No”
CRM & DMS Project
Back in Siebel, go to “Sitemap” > “Inventory” > “Part Import”
CRM & DMS Project
Click on “Import”
CRM & DMS Project
In the Pop-Up that comes, click on Browse, then in the ‘Choose File’ Pop-Up, select the CSV file & click on “Open”, then in previous PopUp, click on “Next”.
CRM & DMS Project
Click on ‘Next’
CRM & DMS Project
The Pop-Up, shown above, will show the status of the Import process. Incase of Partially Imported or Failed, click on “View Log” to see log of the errors, else click on “OK” to continue CRM & DMS Project
Now, go to “Site Map” > “Inventory” > “All Inventory Locations” & click on the required Inventory Name hyperlink to check if all updating is fine
CRM & DMS Project
Caution • This Process CANNOT be used to add New Parts into the Inventory. Any Attempt to do so will lead to Errors •
If any mistake occurs while entering Part Numbers in the Excel-sheet, it will lead to the ‘Partially Imported’ Error
CRM & DMS Project
CRM-DMS Team TTL, Thane Help Desk: 1800 22 3330, +91 22 5592 7215 [email protected] CRM & DMS Project
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