Importing Items

Describes the process in which item should be imported into Trayse Inventory.

Relationships in Trayse Inventory are built using primary and foreign keys, which are generated in FileMaker. In order to make those relationships, temporary keys may be required when importing records. For example, multiple warehouses, each with many locations, will first build a relationship on the warehouse name (or code, if there is one). That is a temporary relationship. Once the table occurrences are created in the relationship graph, that relationship can be used to find the related record's primary key and set it as the foreign key of the first table.

WAREHOUSE

1. Import or add unique warehouses.

2. Verify there are no duplicates.

LOCATION

1. Create temporary field LOCATION::warehouse

2. Create a temporary TO relationship between WAREHOUSE and LOCATION, match on warehouse name or code.

3. Import unique locations with warehouse name or code from a spreadsheet, csv, or FMP file.

4. Replace Field Contents of warehouseID based on the temporary TO relationship above.

5. Verify there are no duplicates.

ITEM

1. Import unique item info (SKU, part number, description, etc.). Make sure to include any locations such as primary picking or putaway.

2. Verify there are no duplicates.

QUANTITY and TRANSACTION

Quantity records need to be created before the transaction records. A set of scripts are set up to do that, though it may need modifications, depending on your data set. The scripts are in the folder "INITIAL DATA SET - DELETE BEFORE PRODUCTION". The calling script is "set starting quantity and transactions".

This process (or parts of it) may need to be performed multiple times.

If starting over, make sure to remove or account for data that might be duplicated.

LAST STEPS

Remove/delete all temporary fields, table occurrences, scripts, etc. Anything that was used solely for this import process.

Also delete the script folders "INITIAL DATA SET - DELETE BEFORE PRODUCTION" and "TEMP SCRIPTS - DELETE BEFORE PRODUCTION" but only after you are confident in the latest imported data.