SuperManager User Forum

Inventory and other many other product/variant fields can be modified in a spreadsheet to allow quicker and more convenient population of data.  This is given as an example, but can be applied to many other fields.

Step 1 - Create Export Format

• Choose "View" | "Program Settings..." and select the "Export Formats" tab
• Click "Add" to add a new format and name it "Inventory"
• Enter the settings as shown in the following image

(http://www.thesupermanager.com/images/forum_posts/modify_inventory_spreadsheet/modify_inventory_spreadsheet1.png)
You can copy and paste the header from here:
Product Code,Variant Name,Quantity on Hand
You can copy and paste the line format from here:
"product_code","variant_name",variant_quantity_on_hand


Step 2 - Create Import Format

• Select the "Import Formats" tab
• Click "Add" to add a new format and name it "Inventory"
• Enter the settings as shown in the following image
• Click 'OK' to close the program settings

(http://www.thesupermanager.com/images/forum_posts/modify_inventory_spreadsheet/modify_inventory_spreadsheet2.png)
You can copy and paste the line format from here:
product_code, variant_name, variant_cost,variant_quantity_on_hand


Step 3 - Create Product Variants (if you don't already have them)

• Choose "View" | "Products" from the main menu
• Press ctrl-A to select all products on the list (or you can select just the ones you need)
• From the main menu choose "Actions" | "Variants" | "Create All"

Note that if you already have variants for some products this will not overwrite them.
(http://www.thesupermanager.com/images/forum_posts/modify_inventory_spreadsheet/modify_inventory_spreadsheet3.png)


Step 4 - Export the Inventory List

• With the products still selected, click on the selected products and choose "Export..." | "Inventory"
• Choose a place to save the file

(http://www.thesupermanager.com/images/forum_posts/modify_inventory_spreadsheet/modify_inventory_spreadsheet4.png)


Step 5 - Import the List into Excel

• Open Excel and choose "File" | "Open" and select the file just exported from SuperManager
• The text import wizard should come up.  Choose "Delimitted" and click next

(http://www.thesupermanager.com/images/forum_posts/modify_inventory_spreadsheet/modify_inventory_spreadsheet5a.png)

• Select "Comma" as the delimiter and " as the text qualifier and click next

(http://www.thesupermanager.com/images/forum_posts/modify_inventory_spreadsheet/modify_inventory_spreadsheet5b.png)

• Click on the header for the first column and set the type to "Text".  Do this for the second column as well.  Leave the third column as "General"

(http://www.thesupermanager.com/images/forum_posts/modify_inventory_spreadsheet/modify_inventory_spreadsheet5c.png)


Step 6 - Set Inventory Levels in Excel
You'll need to add a column before the inventory levels to insert the cost.
(http://www.thesupermanager.com/images/forum_posts/modify_inventory_spreadsheet/modify_inventory_spreadsheet6.png)


Step 7 - Export Inventory from Excel

• Once you are finished modifying inventory in excel choose "File" | "Save As"
• Set "Save as type" to "CSV (comma separated values)" and save the file

Step 8 - Import Inventory to SuperManager

• In SuperManager choose "File" | "Import" | "Inventory" from the main menu and select the file exported from Excel
• You should get an import report similar to the one shown below and your inventory levels should be updated

(http://www.thesupermanager.com/images/forum_posts/modify_inventory_spreadsheet/modify_inventory_spreadsheet8.png)

You can see the attached files for the file output from SuperManager and the one read back into SuperManager.