This process can be used to add the initial inventory item preferences or to adjust preferences if changes are needed.
Note: The Product and Inventory Items must exist prior to the uploading process, or the item will fail to upload. Only Users with the Admin role see the Mass Entry options under the Admin tab.
In a spreadsheet enter the data in the following columns to ensure it is uploaded accurately:
In MotionMD go to Admin tab > Account Inventory Item Preferences:
Click New Batch button on Account Inventory Item Preferences upload page:
The New upload page opens where users have the option of copy/pasting the data or uploading via CSV or XLSX file.
If copy/pasting data, users should not copy the headers from the spreadsheet. Click into the Copy + Paste section with mouse then Paste into the section below the headers on the New Batch page.
Note: Paste only works using Control/Command V to get data to paste onto page. Right click and paste on mouse does not work.
If uploading via CSV or XLXS file- Please check the box indicating if the first row contains column headers prior to uploading file.
Click Submit to start the Upload.
After Submitting, the preference will process. Once this is complete the successful rows will show green checks.
Selecting the Failed button will show any Failed lines. They can be corrected on the page and resubmitted by clicking the blue refresh button.
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