Scenario Process - Gear List - 1. Check and Prepare for import
OVERVIEW:
The Gear list only needs to be imported when the company is tracking Inventory
HOW TO:
What to have ready for editing the Gear list ready for import
Open the template Google sheet found here: https://docs.google.com/spreadsheets/d/1oVMx46crApjHNWJ_6GGUL-uYICDOLk4gJ5kGRPMGCfk/edit?usp=sharing
This has all the correct worded headings for importing. DO NOT EDIT THIS FILE.
Open your clients GEAR LIST ready to EDIT for importing.
Follow these steps to get the spreadsheet ready:
- Delete all columns and rows that aren't being used.
- Any number columns need to be changed to a text column. Highlight the column and click Format, then Number, then select Plain Text (see below)
- Insert Columns that we need for the import. These are Company info etc that are not in the raw file from the client
- Copy and paste these headings from the template so no spelling errors occur.
- Fill these columns with the correct info:
- COMPANY INFO Column: Copy the company name as it is EXACTLY in Scaflog. Companies list is here: https://creatorapp.zoho.com/100rails/goscaffold/#Report:SA_CSI_Companies.
- PRODUCT CODE column: Give all gear a code. This must be unique
- STATUS Column: Status should be set to Active.
- PRODUCT TYPE Column: Should be set to GER - Gear
- CATEGORY TAG Column: If the user wants different categories like Planks or Stairs etc , this can be used but a lot of the time a simple code like zGear will put the list at the bottom of the Product list out of the way of the other products that are used for quoting
- For the rest of the columns make sure their headings match what we have in the template spreadsheet by copy and pasting the heading. (e.g. They may name their Unit Price column "Price". This won't allow the import to work so we name it "Unit Price" so the heading matches the Scaflog import headings)
- Now advise the CSI Co-ordinator to check over so they can import into Scaflog.