Book Out - Data Import - Production Import

You can create production orders (dockets) using the Production Import tool.

#From the Production Orders dropdown menu select [Production Import]

Tip: If you do not see this option, ask your Zedonk administrator to follow the General Settings - User Management - User Permissions lesson and enable the 'Production Book Out/In > Production - Import' permission.

#Click [Download Template]

Note:

• This import tool allows you to create Production Orders from a CSV file.
• The file must be a csv file, no larger than 25Mb and have under 1000 lines.
• The Docket dates must be in the format DD/MM/YYYY.
• If you edit a file in Excel and save, you may lose any leading zeros (more)
• Click the "Import" button to process the csv file, creating the specified Production orders.

#Open the downloaded template file and populate it

1. Docket Reference: (optional) Enter the reference for a production order
2. Docket Delivery From: (optional) Enter the expected delivery date (from), must be in the format DD/MM/YYYY
3. Docket Delivery To: (optional) Enter the expected delivery date (to), must be in the format DD/MM/YYYY
4. Manufacturer: Enter the Manufacturer's name. You must specify the manufacturer assigned as the 'Default' manufacturer in the Product Costings module.
5. Product ID: Enter the Product ID (not required if you populate the Barcode field)
6. Size: Enter the Size variant (not required if you populate the Barcode field)
7. Barcode: Enter the product's barcode number (not required if you populated the Product ID and Size fields to identify your product)
8. Docket Quantity: Enter the product quantity on the production order

If using barcodes ensure to reformat Barcode column to Number format:

Tip: If you have the multi-location inventory module enabled, you will notice an additional Location column that is mandatory. If the specified location is not defined as a location to 'Receive Production', the line will be ignored from the import, and you will see it red-lined in the Results Log.

#Return to the Production Import tool and confirm the Import Settings

If you populated the Product ID and Size fields, choose the 'Product ID, Size' option in the Product Lookup field. If you populated the Barcode field, choose the 'Barcode' option in the Product Lookup field.

Choose the Season you want to import the Production Order.

#Select the file you worked on or drag and drop, then click the [Import] button

#Review the Results Log to confirm that Production Order(s) have been created