How to create part numbers in bulk?

To register your client's part number catalog in the system, you can import a system-designed CSV template that includes the necessary information for creating multiple part numbers.

Essential criteria:

• The user must have the permission to create part lists enabled.
• The user must have permission to view the account and warehouse where the part number will be handled.
• The part number names must be unique for the assigned accounts.
• The package types that will be used for receipts and shipments must be registered beforehand.
• To be able to upload decimals, the system only allows the use of a decimal point.

Steps to perform:

1. From the Setup menu, go to the Partmaster.
2. Click the Partmaster menu.
3. Click the Create with CSV button, which will redirect you to a new window.
4. Click the Download the template tab and click on here [CSV template] to download the template you will work with.
   
5. Open the downloaded CSV file and for each required part number, enter the mandatory information with which they will be received. (Reference for mandatory data)
   • Consider that if there are mandatory custom fields, their data will also be required to import the CSV correctly.
6. You also have the option to enter optional data. (Reference for optional data)
7. Save the changes made to the file.
8. Return to the system and click the Import CSV tab.
9. Click the button.
10. Find and select the file you previously saved on your computer.
11. Click the Send file button.

Other articles of interest:

• How to edit part numbers in bulk?
• How to identify errors when importing a CSV?
• Reference for the data in a part number creation/editing CSV