Export Inventory

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Overview

Use this screen to export product data from Monsoon OMS to a text file for use with cycle counts or other applications.

To access this screen, go to Inventory>Export My Inventory

Description of the screen

Delete Current Template

Save Template

Filter

Custom Exports tab

Load Export Template

Show fields:

1-20
21-40

Clear All  

Custom Columns

File Type (delimiter):

Comma (csv)
Tab

Include Field Names

Include:

Discontinued Items
Out-of-Stock Items

Field 1 - Field 40

Field to Export

Field Label

Sample Data Section

Export

Exporting product data to a text file

  1. To access the Export Inventory screen, go to Inventory>Export My Inventory.  

  2. Select an export template from the Load Export Template drop-down list or create a new template by selecting the appropriate fields and settings and clicking Save Template. The program prompts for a name for the template, which then appears in the drop-down list.

  3. Select the type of text file to create. This decision depends on the application with which the data will be used. If you are unsure of the file types the application accepts, consult its documentation. If the application accepts both file types, follow this general guideline: If the data contains commas, apostrophes, quotes and/or carriage returns, use the tab-delimited format. If the data does not contain special characters, use the comma-delimited format.

  4. To create a header row in the file, select Include Field Names.

  5. If discontinued items should be included in the export file, select Include Discontinued Items.

  6. If products which are currently out-of-stock should be included in the export file, select Out-of-Stock Items.

  7. In the Sample Data section, note that the first column is already populated with a list of SKUs of your inventory records.

  8. To map the inventory SKU field to Field 1, select "SKU" from Field to Export column of that row. As the other fields are mapped, their values also appear in the Sample Data section of the screen.   

  9. To export a subset of your inventory products, select Filter to open the Search Inventory screen. After a list of items is created at that screen, select Export These Items to return to the Export Inventory screen, which now shows the filtered list of products in the Sample Data section.

  10. Continue mapping additional fields (Field 2 - 40) as needed. Or, select Add Custom Column from the Field to Export, and enter a name for the custom field in the Field Label column of that row. To create a custom column which always contains the same static value, enter the value following the Field Label in the format: FieldLabel,StaticValue

  11. Select Save Template to retain these settings. The program prompts to either enter a name for the template or permission to overwrite an existing template with the changes. Select OK to proceed.

  12. Select Export. The program prompts for a name and location to create the export text file.

Additional information

Inventory View

Created: 3/1/11

Revised: 6/25/15

Published: 08/19/15