Importing accessory records

If you can't sync with a vendor application to stream records into Oomnitza, you can import records from a spreadsheet.

Before you start

The Include read-only toggle is only available if your administrator has granted permissions for your role to edit read-only fields.

See Importing records and the Import manager.

Before you start

See Using the Import Manager for instructions.

Click Hardware > Accessories and then click Import . 

Tip
To review the imported records, click the stockroom and then click accessories in the side pane. The accessories are initially added with a count of zero. To stock accessories, click the New Action , and select Receive from the Action type list. Select Current Stockroom as the Data source and set your quantities.

Sample import template