Exporting/Importing Part Reordering Levels

This import allows you to quickly import part reordering information for specific locations groups or the company as a whole. This can help get you up and running in Fishbowl if you have these values already available in a spreadsheet.

Formatting the Data

You use a CSV file formatted in a way that Fishbowl knows what to do with the data. This is easiest to do with a spreadsheet program.

Each row of data should look like this:
PartNumber, LocationGroup, ReorderPoint, OrderUpToLevel

All fields will be one of two types:

Text - A textual value. May contain any character, but if it contains a line break, comma or double quote, it must be wrapped with double quotes on both ends. If a field is wrapped, all text must be inside the double quotes. Double quotes in the text value must be doubled to import properly
Numeric - A decimal number greater than or equal to zero with up to four digits after the decimal point. The number must not have thousands' separators in it - 1234.56 is a valid number, while 1,234.56 is not.

CSV Fields Used to Import Inventory Quantities

Column Name	Type	Description
PartNumber	Text (70 chars)	The part to create a reorder level for. *Required*
Description	Text	The description of the part. This is used to help identify the part on export. This field does not affect the import.
LocationGroup	Text	The reorder point's location group. *Required for location group reorder points.*
ReorderPoint	Numeric (12 chars)	The minimum inventory level before reorder is necessary. *Required*
OrderUpToLevel	Numeric (12 chars)	The inventory level to order up to. *Required*

Format of the CSV file

In order to import your data, you must first export it to a comma separated values (CSV) text file. All major spreadsheet programs can export data in this format. If you do not know how to export your data to a CSV file, please refer to the documentation of your spreadsheet program.

When exporting to CSV format, make sure to verify the following:

The data is formatted properly (see the first section)
The file must contain column names in the first row, using the column names in the table above.
Commas are used to separate fields
Text values are surrounded by double quotes