Import Selected Stock Items from PIMS, or Import a Batch of Price Updates

You can import Stock items from PIMS in the Quick Search screen, or while you are in the screen for Sales Quote, Sales Order or Purchase Order, or import a batch of price changes.

Import selected Stock Items in the Quick Search Stock

Update PIMS Prices from the Stock Tasks menu

Import selected Stock Items in the Quick Search Stock

In the Quick Search Stock screen, you have the ability to search for a Stock item that may be in PIMS but not in your ERP system. When you import it, you can then select the For Stock flag, which sets the Stock control fields below to ensure that these stock items are then available throughout your system.

To do this:

• Start by clicking on Quick Search in the right hand menu to go to the My Stuff screen. Then click the PIMS button on the top right of your screen.

This takes you to the Search PIMS screen.

• Here you can double click an item to select it and create an equivalent item in your ERP Stock system.
• Now check the For stock tickbox to set the Stock fields as below.

This will import the selected stock item.

Now go to the Stock > Stock details screen to view the Stock details for this item. In the Stock column, these fields will have been set automatically as follows:

Stock fields:

• • Purchase Authority: Counter staff.
  • Purchase Control: For stock.
  • Stock Policy: Full stock control.

This functionality to add and update Stock items from PIMS and set the Stock fields is also available in the Sales Quotes, Sales Orders and Purchase Orders areas.

Update PIMS Prices from the Stock Tasks menu

You can update Stock prices from PIMS by going to the Stock > Update PIMS prices menu.

• Select the PIMS Supplier and click Search.
• Select the required items by checking the tickbox beside any item, or click Select All.
• Now from the More button on the right of your screen, click Import selected stock items.

This takes you to the Confirm window, where you can check the For stock field to set the Stock fields as above. Then click OK to proceed.

The Stock items will be updated and the Stock fields set.

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