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Exporting Inventory and Consignment Inventory Out Of PayGo

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Exporting Inventory and Consignment Inventory Out Of PayGo

Did you know you can export your inventory and consignment inventory out of PayGo and into a saveable local file? It’s easy!

The formats recommended for your target file are as follows (there are other formats available if the products you are using requires them, but here is a list of commonly used ones):

Tab-separated text document (.tab or .txt)
Comma-separated text document (.csv or .txt)
FileMaker Pro 12 (or above) document (.fmp12, .fmp## for current FileMaker version) 

Locating Your Inventory and Consignment Inventory Information

On your central Products screen (accessed via the Menu button), click the List Products button at the top of the screen. This will open the Inventory List screen.

Note: You can also import consignment inventory through the Import function. To do so, click the List Consignment Items button at the top of your central Consignment screen, accessed via the Menu. This will open your Inventory List screen for consignment. The following steps will apply to both inventory and consignment inventory.

Exporting Data

At the top of the Inventory List screen, click the Export/Import button. This will open a pop-up window asking if you’d like to Import or Export. Click the Export button to continue.

A File Explorer screen for your computer will open. Select the location and file type you would like to use for your export, name your file, and click the Save button.

Note: Depending on your selected file type, you may be asked to provide WorksheetAuthor or other types of information. This information is optional.

Field Order screen will open, which will allow you to select the information you will be exporting. To select an option for export, select the option on the left side of the screen and then click the Move button, or simply double-click your selection and it will be added automatically. To add all data options to your file, click the Move All button. You can reorder your fields by selecting and dragging fields up or down within your selection box. A popular (but not required) format for inventory and consignment inventory information is as follows:

Note: the label for each item is listed first, followed by the actual field name in PayGo.

Product Information Spreadsheet Layouts

Inventory Item Information

Item Name: Item_Name
Manufacturer: Manufacturer
Manufacturer Item Number: Manufacturer_Item_Number
Item Long Description: Item_Long_Description
Quote Comment: Quote_Comment

Item Classification

Department: Department
Class: Class
Category: Category
VendorItem# (SKU): Vendor_SKU
ISBN: Barcode_ISBN
UPC#: Barcode_UPC
Old Barcode (ID): Barcode_Old
Style: Style
Size: Size
Color: Color
Weight: Weight_Num

Vendors

Current Vendor: Vendor_Preferred

Counts/Adjustments

On Hand Count: Quantities_Start
Max: Quantities_Max
Min: Quantities_Min
Unit: Unit

Costs And Pricing

Last Cost: Cost_Last
Suggested Retail: Price_Suggested_Retail
Our Retail: Price_Our_Retail
Sale Price: Price_Sale

When you have selected all of your fields, click the Export button. Your exported information will be saved to your specified location.

 

Tip: Would you like to only export certain inventory files? No problem! Simply use the Search bars located on your central Products or Consignment screen (or the Search buttons on your Menu) to locate the inventory items you’d like to export. Your Find screen will have an Export/Import button at the top for exporting the selected files.

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