1. User Manual
  2. Spire User Manual - Inventory

INVENTORY - Code Change

Change the Inventory Code with this utility and have it affect all Purchase and Sales History

InventoryCodeChangeIcon  Change Inventory Code(s) in one of 2 ways:

InventoryTextMenuInventoryCodeChange
  1. Inventory Text Menu for one item at a time
    • enter or browse for the Existing Item(s) you wish to change the code for
    • enter the New Part Number
    • identify whether you want this change to affect this item in All Warehouses or not (provided Multiple warehouses is active)
    • option to continue to add items in this worksheet before clicking Apply
    • Save or Save and Close to access and Apply later
    • click Apply to complete the process
    • PrintIcon Print the Inventory Code Change List if need be
  2. Import Inventory Code Change for changing a list of items at once
    • Export Inventory list in Excel or CSV format - see Export
    • create a new column for the new Codes
    • ImportOpenConfig click on Open Config if you are accessing settings for a previously saved import configuration, or continue as follows:
    • select the file Source location using the Browse Files… if this is an unsaved ImportInventoryCodeChangeImport or Browse Folders… button if this is a previously saved Import, to load the .xlsx or .csv file Excel spreadsheet created from scratch or amended from an inventory export
    • select the Import Type - Inventory Code Change
    • under the Import File Field Value from your Excel spreadsheet, select the first field you want to map - ie: ‘Warehouse’
    • under Spire Field Name select the Spire field that matches the one just selected under File Field Name, ie: Warehouse / Warehouse
    • click on Match and those two field names will drop to the bottom mapped section
    • continue to map the fields you would like to populate the Inventory Transfer utility for this transfer
    • select the Destination folder (where successful import will be moved to)
    • select the Failure folder (where failed import will be moved to)
    • select CheckBoxCheckedBlue Has Header Row (at top)
    • click on Save config to save the Source, Import Type, and Destination and Failure folders into the current user’s documents folder
    • click on Save config / Save config as to save the Source, Import Type, Field Mapping, Destination and Failure folders into the current user’s documents folder
    • click on Import
    • open worksheet - Inventory Text Menu > Inventory Code Change, make any necessary changes
    • click Apply to complete the process