Uploading Min/Max/Reorder

This document will outline the steps required to extract an inventory list, manipluate the Min/Max/Reorder in excel and then upload the values back in to  COUNTERPOINT . 
 
 Navigate through the menu to  6. Inventory > 1. Data Maintenance > 5. Utilities > 6. Inventory Item Extract 
 
 
 Select your starting and ending categories 
 A .csv file named pmdelim.csv will be placed on your Z: drive in html > b1 
 
 Either use windows explorer to browse to the file, or open excel and open the file via excel The file layout is as follows 
 Cagegory 
 Part 
 Description 
 Branch 
 Reorder 
 Rank 
 On Hand 
 On Order 
 Min 
 Max 
 Shelf 
 Cost 
 Purchase Qty 
 SALES (13 columns) 
 
 
 Edit the Reorder/Min/Max Quantities in the excel spreadsheet as needed DO NOT reorder the columns in the file. The upload works with a specific layout and this can cause serious issues with your inventory 
 
 Save the file back to the Z drive under  html > b1 . Save the file as a "Comma Delimied (.csv)" file named  pmload.csv 
 A reminder that the file contains   all   branches. Remember to remove any branches you do not want to update before you save the file 
 
 To upload the infomation back in to  COUNTERPOINT,  navigate to  6. Inventory > 1. Data Maintenance > 5. Utilities > 7. Min/Max/Reorder Upload 
 The menu option starts the upload right away and there is no screen interaction.