Step     Action

  1.       Select {Settings} and then select {Department Items} under Dockets. Select the 

           {Department Item Import} tab.

  2.       Select {Choose File}. A File Upload modal window will open.

  3.       Locate file on computer to be imported and select {Open}. The name of the file to 

            be opened will appear to the right of the {Choose File} button.

  4.       Select {Import}. A results window will pop-up to confirm records imported 

            successfully.


Tips for Formatting Department Items .CSV for Import

The following provides formatting tips when preparing your Department Items .csv for import.


Notes:

  • Column header names must follow the exact same naming scheme as provided or the import upload will fail. 

  • Blank rows are considered empty and skipped by the importer. 

  • It is possible to successfully upload 0 rows of information, as long as all required columns are present, the importer will still “succeed”.

  • On fresh imports duplicate rows or item names will be added as separate rows even if they are identical.

    • If they an ID column is present and it matches an item existing in the database, it will be overwritten.


FieldIs Field Required?Additional DetailsField Value FormatMax Characters/
Values
NameYes
  • Names are customizable - You can add, delete or rename anything on the list to suit the needs for your company


250
GroupYes
  • Groups are customizable
  • Must be set in the General Settings prior to importing.Settings > Dockets > General
  • Must match an already existing grouping type or the importer will fail


30
DepartmentYes
  • This will be the default dept where the item will sit the quote/order
  • Choices for Departments are limited to: Graphics, Press, Finishing, Shipping, Outsourced
  • Must match an already existing department type or the importer will fail


30
Online NameNo
  • The name that will appear Online if item is used as a choice on a Product
  • If provided


100
Lock ToNo
  • This is how DM can calculate the charge on the item such as locking the price calculations to Quantity, Press Sheets or Total Finished sheets as a few examples
  • System provided Lock to Formulas available can be found in Settings > Dockets > Department Items > Lock to Formulas Tab
  • Must match an already existing grouping type or the importer will fail



Lock To ModifierNo
  • This gives the option to lock the Dept Item to a specific action
  • Must match one of the following modifiers:

    • Multiply By

    • Divide By

  • Divide by is most common

Example: Shrink Wrapping a quantity of 1000 in packages of 250, you would lock to Total Finished Sheets, divide by 250. The system will calculate 4 packages


  • No size limit
Modifier AmountNo
  • Enter the number to be used if using a 'Lock to Modifier'
  • Decimal
  • Max value is 999,999.9999
QuantityNo
  • If you have a flat rate, you would enter 1 and not lock to any formula
  • Only four decimal places are available
  • Decimal
  • Max value is 999,999,999
TaxableNo
  • TRUE or FALSE
  • Unless specified on provided file as FALSE, enter TRUE 



DiscountableNo
  • TRUE or FALSE
  • Unless specified on provided file as FALSE, enter TRUE



 CommissionableNo
  • TRUE or FALSE
  • Unless specified on provided file as FALSE, enter TRUE



DescriptionLeave Blank
  • Leave Blank unless provided
  • This can be used internally for instruction on how you want this item to work or simply additional information


500
Waste Scale - Qty 1No
  • If provided
  • Cannot be null    
  • Integer
  • Max value is 2147483647
Waste Scale - Flat 1No
  • If provided
  • Integer
  • Max value is 2147483647
Waste Scale - Percent 1No
  • Percent must must be entered as a full integer e.g. 2% would be entered as 2
  • If provided
  • Only 2 decimal places are available
  • Decimal
  • Max value is 9,999,999.99
Waste Scale - Qty 2-10No
  • If provided
  • Cannot be null
  • Integer
  • Max value is 2147483647
Waste Scale - Flat 2-10No
  • If provided
  • Integer
  • Max value is 2147483647
Waste Scale - Percent 2-10No
  • Percent must must be entered as a full integer e.g. 2% would be entered as 2
  • If provided
  • Only 2 decimal places are available
  • Decimal
  • Max value is 9,999,999.99
Pieces Per HourNo
  • Enter the number of pieces that an employee or machine can do per hour of this department item
  • Note: This field is REQUIRED if costing/pricing any item by an hourly rate
  • If provided, and department item calculates on a cost/price per piece, the system will calculate an estimated time on your workflow tab




Setup TimeNo
  • Enter the number of minutes it will take to set up for a particular item
  • Represents the number of minutes of setup time
  • Integer
  • Max value is 2147483647
Setup CostNo
  • Enter in a setup cost, this will calculated into the profit margins
  • Only four decimal places are available
  • Decimal
  • Max value is 9,999.9999
Setup PriceNo
  • Enter an amount if customer is to be charged a setup fee for the particular Dept Item
  • Only four decimal places are available
  • Decimal
  • Max value is 9,999.9999
Minimum PriceNo
  • Enter an amount if item is to have a minimum price to charge
  • When the Department Item calculates on a quote/order and is lower than the minimum price, the charge will default to the minimum for that Department Item
  • Only four decimal places are available
  • Decimal
  • Max value is 999,999.9999