Importing items

If your items are already in a spreadsheet, you can bring them all into Ordryx at once instead of typing them one by one. Ordryx reads a CSV or Excel file, matches its columns, checks every row, and adds the good ones.

Before you start

You need Manage on Inventory to import items. To bring in starting stock too, you also need to be able to count or adjust stock (Manage has both).

Get your file ready:

• One item per row, with the column names in the first row.
• CSV or Excel (.xlsx). Ordryx reads the first sheet of an Excel file. Save Numbers files and old .xls files as .xlsx or CSV first.
• Up to 2,000 rows and 1.4 MB. Split a bigger file into smaller ones.
• Only the name is needed. Rows without a code get one made up for them.
• Write decimals with a point (2.50). A number like "2,50" is refused, because Ordryx can't tell whether the comma is a decimal or a thousands mark. Thousands like "1,250" are fine.

The columns Ordryx understands

Ordryx guesses which column is which from the names in the first row. You can change any guess before you import.

A few things to know:

• Yes/no columns take yes, y, true, 1, x or ✓ for yes, and no, n, false, 0, - or a blank cell for no.
• Units: an item whose unit is measured (m, g, kg, ml, lb, oz, ft and similar) is counted in fractional amounts. Others are counted in whole units, unless a number in the row has a fraction.
• Costs are left out for anyone who can't see costs.

Importing your file

1. Open Inventory › Items, then ⋯ › Import a spreadsheet…. (With no items yet, Items offers Import a spreadsheet too.)
2. Under 1 Pick the file, press Choose a file and pick your spreadsheet, or drag the file from your computer onto the box. Ordryx shows the file's name and reads it. To use a different file, press Pick another.
3. Under 2 Match the columns, check each field. Pick the right column, or — not in the file —.
4. If the file has no Buy, Make or Sell column, tick what the rows are: Buy, Make or Sell.
5. Under 3 Check the rows, look at the list. Each row says ✓ (with the code it will get), or what's wrong with it. Press Only problems to see just those.
6. Press Add N items.

Nothing is saved until you press Add N items. Every check before that is a trial run of the real thing, so a code used twice in the file, or a code already on an item, is caught before anything goes in.

When it's done, Ordryx says how many items it added. Press See the items, or Import another file. The import is also recorded in the activity log.

Starting stock

If you match an On hand column, Ordryx offers Use the On hand column as starting stock (saved as a starting count). Leave it ticked to bring your stock in with the items. With several locations, pick where the stock is.

Each item's stock is then saved as a Starting count in History, with the file's name. Untick it to add the items with nothing on hand.

The Supplier column

When Purchasing is switched on and you manage suppliers, Ordryx links each row to the supplier with the same name (capital letters don't matter).

A name that isn't one of your suppliers stays on the item as text, and the row says Not linked. Ordryx lists those names above the rows, with Add supplier … for each, so you can add the supplier and link its rows before you import. If you don't manage suppliers, the column stays as text. See Purchasing.

Rows with a problem

A row with a problem never stops the import. The good rows go in, and the others are left out and kept for you.

Next time you open Import items, Ordryx shows how many rows need a look and why.

1. Press Download the rows to fix.
2. Fix them in your spreadsheet.
3. Import that file. The rest of your items are in already.

Press Dismiss them if you don't need them.

After importing, check your new items on Inventory, and set up counting on Counting and scanning.