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Book In - Data Import - Product Date Import

You can add/update Product Dates for multiple Production Orders with the Product Date Import tool.

From the Production Orders dropdown menu select [Product Date Import]

Select [Download Template]

  • This import tool allows you to Add/Update Product From and To Dates from a CSV file.
  • The file must be a csv file, no larger than 25Mb and have under 1000 lines.
  • The dates must be in the format DD/MM/YYYY.
  • If you edit a file in Excel and save, you may lose any leading zeros (more)
  • Click the "Import" button to process the csv file, creating the specified book in's.

Select the docket(s) you wish to add/update the Product Date for, then click on the 'Export (x) Dockets' button to generate the template file

Open file in Excel to add/update Product Dates

A CSV file will be populated with details from the Production Order(s)

1. DOCKET: Docket Number

2. REFERENCE: Optional, this field populates Book In Reference

3. PRODUCT ID: Details of Products included

4. DATE FROM: Product Date (From)

5. DATE TO: Product Date (To)

Enter details for the Product Dates you wish to add/update, then save your document

Select file and click the 'Import' button

Success!

If you're looking to export data (e.g., a CSV or Excel file) from a Production Order you can use the Production Reports. For more information, see Reports - Production Reports - Types and Uses Summary.

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