Click on the menu item for the template data you wish to import and save the spreadsheet to a directory on your computer. Edit the spreadsheet in Microsoft Excel. Follow the instructions in the ‘Importing Customers’ section in this document in order to import your component data into EStock.

Two fields are mandatory to import a component, Code and Description. Optionally enter the remaining fields. The Category must match exactly, an existing category already present in EStock.

You may have been using another stock management system prior to using EStock. If you are able to acquire the information, you can import it into EStock using the tool provided in EStock via the System Tools and Options menu.
 
To do this you will require a copy of the Customer Import Template spreadsheet. To obtain a copy, click the – Blank Customer Template option on the menu. This will provide you with a copy of the template that you can store on your local computer and populate with your Customer data. You can extract a new blank spreadsheet from EStock whenever you need to import Customer information in bulk. Use Microsoft Excel to edit the spreadsheet.

EStock will ignore all rows with no value in the Customer Name column. If a Customer with the same name already exists in EStock, the Customer record will be updated. EStock will not import data that contains Cities, States or Countries not already defined in EStock. EStock does not automatically create these to reduce data pollution since extracted address information is often very poor. Addresses with no value in Line 1 of the address will be ignored. You may provide a unique code for each Customer. If left blank, EStock will create one for you. EStock will not permit more than one Customer to have the same code.

To import the data into EStock, you must finally save the spreadsheet as a tab delimited text file that EStock can read. To do this, after you have finally saved the spreadsheet as an .xls file, save the spreadsheet as a tab delimited file by choosing the option in the Save-As dialog in Excel.

To complete the import process, click the Customers item under the Import External Data menu. This will allow you to select the tab delimited file you have just created and import it. The only way to remove Customers imported with incorrect information is to delete them one at a time by hand from the Customers and Supplier module. Make sure your Customer information is correct before importing.

If you are able to acquire the information, you can import it into EStock using the tool provided in EStock via the System Tools and Options menu.
 
To do this you will require a copy of the Purchase Import Template spreadsheet. To obtain a copy, click the – Blank Purchase Template option on the menu. This will provide you with a copy of the template that you can store on your local computer and populate with your Purchase data. You can extract a new blank spreadsheet from EStock whenever you need to import Purchase information in bulk. Use Microsoft Excel to edit the spreadsheet.

A value is required in all fields except the costs columns. Currently, only Freight and Discount Amount additional costs can be imported. The Freight and Discount Amounts are the foreign values that appear on your Supplier Invoice. Provision to import other fields will be added in the future. The Supplier and the Component must already exist in the EStock system. EStock does not automatically create Suppliers and Components present in the spreadsheet to help control data pollution. Records having the same Supplier, Date and Supplier Order Number will be grouped on the same Purchases in EStock. Columns A, B, C, D, H and I should be the same on each component line on a Purchase.

To import the data into Estock, you must finally save the spreadsheet as a tab delimited text file that EStock can read. To do this, after you have finally saved the spreadsheet as an xls file, save the spreadsheet as a tab delimited file by choosing the option in the Save-As dialog in Excel.

To complete the import process, click the Purchases item under the Import External Data menu. This will allow you to select the tab delimited file you have just created and import it. Note that EStock will not stop you from importing the same file more than once and thus create duplicate Purchases within EStock. Once Purchases have been imported, the only way to remove them from EStock is to delete them one at a time by hand from within the Purchases module. Make sure your Purchase information is correct before importing.