Import Item Masters from Excel

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📥🧾 How to Import Item Master from Excel in Logic ERP

Importing your Item Master from Excel 💻 into Logic ERP 📦 helps save time ⏱️ and reduce manual entry errors 📝❌. Let’s walk through the entire process step-by-step! 🧭

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🚪 Accessing the Import Feature

1. Open Logic ERP 🖥️

2. Navigate to the Main Menu 🧭

3. Go to Utilities 🔧

4. Click on Import Masters from External File 📂

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⚙️ Configuring Import Settings

1. Under Import Configuration, select Items 📦

2. Give your configuration a unique name 🏷️ (for reuse later)

3. Press Tab ⌨️ to move to the next step

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🔗 Establishing a Connection with Excel

1. Go to the Connection section 🔌

2. Choose Microsoft Excel as the source 📊

3. Click New Connection ➕

4. Name your connection 🏷️

5. Select it and open your Excel file 📂

6. Ensure the file is .xls (Excel 97-2003 Workbook) or .xlsx (Excel Workbook) format 📁

7. Pick the appropriate worksheet 🧾 and Save Configuration 💾

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🗂️ Selecting Data Source & Mapping Columns

1. Press Tab ➡️ to continue

2. Select the right sheet as your Data Source 📋

3. Identify and select all the columns that need to be imported from the Excel sheet:

   • 🏷️ Item Name

   • 🏢 Company

   • 🎨 Shade

   • 📚 Grouping

   • 🧾 GST

   • 📐 Sizes

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🔄 Refreshing Data & Mapping Fields

1. Click Refresh 🔃 to update the imported data

2. Map the selected columns from the Excel sheet with the corresponding fields in Logic ERP. 📌

3. In the Field Expression Column, press Spacebar ⌨️ to open the dropdown.

4. Carefully choose the appropriate field from the list to ensure correct data mapping. 🧠

5. This process ensures that each data field is correctly linked, reducing errors in data transfer.

6. Leave Item Code blank if you want to generate it automatically in the next step🆓

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🔢 Creating an Expression for Item Code

1. Define a prefix for item codes ➕

2. Open the Expression Generation Window 🪟

3. Type the required special characters and values manually.

4. Enter characters, values & pick:

   • 🆔 Item Code Prefix

   • 📏 Max Item Code Field

5. Click Save Expression 💾 and assign a name to the newly created expression.

6. In the Field Expression Column for Item Code, right-click and ➡️insert the saved expression.

7. Apply and save configuration ✅

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📤 Importing the Item Master Data

1. Click on Import button 📥 to transfer the item master data into Logic ERP.

2. System will generate Item Codes automatically 🆗

3. Alternatively, import them manually from Excel ✍️

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🔍 Verifying Imported Data

1. Review all imported data carefully 👁️

2. Check if fields are correctly populated in Logic ERP 🧾

3. Click Save once everything looks good 💾

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✅ Confirming the Imported Items

1. Go to Item List 📃

2. Right-click and select Refresh Tree 🌳

3. The latest item should appear on the list ✅

4. Confirm & Verify that all details:

   • ✔️ Item Name

   • ✔️ Company

   • ✔️ Shade

   • ✔️ Grouping

   • ✔️ GST

   • ✔️ Sizes

   • ✔️ Item Code

   • ✔️ Rates and other details

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📌 Conclusion

By following this emoji-powered guide 🚀, you’ll easily import your Item Master in Logic ERP:

💡 Save time. 🧠 Reduce manual errors. ♻️ Reuse saved configurations. 📊 Keep your data organized & up-to-date.