How do I Import and Export on Posibolt?

How do I Import and Export on Posibolt?

Importing: The process of uploading a file(s) onto Posibolt.

Exporting: The process of downloading a file(s) from Posibolt.

1. Log in to Posibolt and navigate to the top left of the screen to an Arrow that takes you to the Main Menu when you click it.
   
2. When the Main Menu appears, select Administration on the right side of the screen and then navigate the sub-menus to locate Setup and click Import/Export under the Setup menu. 
   
3. On the setup page, the first drop-down box will say product, this drop-down has all the different modules that can be uploaded through imports(price lists, discount schema, etc.). PLEASE NOTE: next to that dropdown is a Button that Label "import type" Template (Product Template, Price list Template), the button downloads a template(which shows you the layout needed to upload onto Posibolt, or else it will not import the file, like everything on Posibolt the csv that will download will have mandatory fields labelled with an "asterisk").
   
4. Enter other filters for your import or export. When you click import a pop will appear, and if you click Export (export or export in Excel), it will immediately start an export operation and export based on the template chosen of all the details 
   

Some of the Templates that can be Uploaded

Product: A product is an item offered for sale.

Product Category:  similar products grouped with similar characteristics. Product categories help businesses organise, promote, and price products.

Product PO: This is a Purchase Order for a product(s).

Product price: This is a price assigned to product(s).

Discount schema: This is a defined or outlined discount that is specific to products, or categories or can be based on a specification of choice.

Stock transfer requisition:  this is a request-based stock transfer from one warehouse to another or store to store.

PLEASE NOTE:

NONE OF THE IMPORTS WILL IMPORT IF THE MANDATORY FIELDS ARE NOT FILLED IN AND THE FORMAT IN THE TEMPLATE IS NOT ADHERED TO. ERRORS DURING IMPORTS WILL SPECIFY WHERE THE ERROR IS BY A CSV THAT WILL AUTOMATICALLY DOWNLOAD AND WILL HAVE A MESSAGE FOR WHERE THE IMPORT WENT WRONG INCLUDED IN THE ERROR AND THE CSV WILL GIVE YOU THE FIELDS THAT FAILED. 

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