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Import product groups

About importing product groups and manufacturing product group information
Product groups

You can create product groups by importing data from another software package into Sage 200 or from one Sage 200 company to another.

You can validate the import file before committing the data to the Stock Control module or you can proceed with the import once the file has been prepared. To do this there are two options available during the import activity.

  • The Validate records only option checks the import file is correctly prepared. It checks the database identifiers are specified correctly and the data is compatible with existing data in your system's database, e.g. the product type and costing methods are valid. If invalid records are found, a report is generated detailing why the records have failed.
  • The Validate and import records option checks the import file is correctly prepared as previously described, and then creates the new product group records from the valid data. Invalid records are removed during the validation process. A report is generated detailing successful records and those that have failed.

If you intend to use batch/serial numbered items in your product groups, you must ensure a product group enabled for numbered items is specified for the relevant stock items. You cannot enable batch/serial numbers for a product group once it has been created.

Manufacturing product group details

If you are using Manufacturing, you can import manufacturing product group details as well. However, product groups must be imported first.

Note: You cannot import data from Sage 50 Manufacturing.

Before you begin

You must have:

To import product groups

Open: Stock Control > Utilities.

  1. Select the required import option.

    2. Note: The following three steps do not apply if you are importing product group extensions.

  2. Select whether the imported product group will have a movement history by selecting the appropriate check box.
  3. Select whether you want to include any item descriptions on any ordered or invoices from this product group by selecting the appropriate checkbox.
  4. Use the lists to select the default nominal codes for the product group. These are the nominal codes that will be posted to when transactions generated from the imported product groups are used.
  5. Click OK or Import.
  6. Confirm that you want to continue.

  7. Select the import file and click Open or OK.

Note: If failures have occurred, see the generated report, investigate further and re-enter the product group or product group extension details.

See also

What do you want to do?

Prepare the import file

Reference

File formats

Product groups

Manufacturing options (product group)

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