Just like for customers and vendors, setting up classes for inventory items will save you a great deal of effort when importing new items. With all the options filled out for an item class, importing inventory items can be fairly easy. The following example will use two source files: Items
and Prices
.
The following is a typical listing of fields for the Items
source file. This file will have one line per inventory item:
Field |
Max. Length |
Notes |
---|---|---|
Item Number |
30 |
This is required and must be unique. Item Numbers should be all in caps and it is recommended not to use special characters. |
Description |
100 |
Required field. |
Short Description |
15 |
This field is optional, but recommended as it is used for lookups in Dynamics GP. Unlike Short Names for customers and vendors, this will not automatically default from the Description and will be blank if not specified. |
Class ID |
10 |
Optional, but recommended. This should be a Class ID that is already created in Dynamics GP... |