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| import_and_export:importing_tenders [2024/11/07 17:05] – [Import file format] Gary Willetts | import_and_export:importing_tenders [2024/11/08 09:57] (current) – [Import file format] Gary Willetts |
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| ====== 17.14. Importing tenders ====== | ====== 17.14. Importing tenders ====== |
| This function allows you to import a tender into the store you are currently logged into. To access it, log in to choose //Supplier// > //Import tender// from the menus. A window will open for you to select the import file (details given below). Browse to the file and double-click on it or click on it to select is then click on the **Open** button to carry out the import. | This function allows you to import a tender into the store you are currently logged into. To access it, choose //Supplier// > //Import tender// from the menus. A window will open for you to select the import file (details given below). Browse to the file and double-click on it or click on it to select it then click on the **Open** button to carry out the import. |
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| mSupply will then read the import file and create a suggested status (''sg'') tender with a default, generated name and add the lines in the spreadsheet to the tender. The tender will then be opened for you to continue editing. | mSupply will then read the import file and create a suggested status (''sg'') tender with a default, system-generated description (which you should change later) and add the lines in the spreadsheet to the tender. The tender will then be automatically opened for you to continue editing. |
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| ^ Column ^ Column heading ^ Description ^ | ^ Column ^ Column heading ^ Description ^ |
| | 1 (A) | Item code | **Mandatory**, Text. The code of the item this tender line is for. | | | 1 (A) | Item code | **Mandatory**, Text. The code of the item this tender line is for. | |
| | 2 (B) | Item name | **Optional**, Text. The code of the store. | | | 2 (B) | Item name | **Optional**, Text. The name of the item. Ignored during import but useful for you when reading the file. | |
| | 3 (C) | Unit/Pack | **Optional**, Text, one of "store" or "dispensary". The mode of the store. | | | 3 (C) | Unit/Pack | **Optional**, Text. The unit of the item. Ignored during import but useful for you when reading the file. | |
| | 4 (D) | Pack size | **Mandatory**, Integer. The number of units in a pack. | | | 4 (D) | Pack size | **Mandatory**, Integer. The number of units in a pack. | |
| | 5 (E) | Total quantity | **Mandatory**, Integer. The total number of units for this tender line. | | | 5 (E) | Total quantity | **Mandatory**, Integer. The total number of units for this tender line. | |
| | 6 (F) | Conditions | **Optional**, Text. . | | |
| | 7 (G) | Comment | **Optional**, Text. The comment for this tender line, anything that needs to be communicated to the supplier about it. | | |
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| Here is a blank spreadsheet you can download with the right columns: {{ :import_and_export:tenderimporttemplate.xlsx |}} | Here is a blank spreadsheet you can download with the right columns: {{ :import_and_export:tenderimporttemplate.xlsx |}} |