IMPORT ITEMS

Gabrielle Baudinette
Gabrielle Baudinette Member Posts: 17 ✭
edited September 2018 in Reckon Accounts (Desktop)
Can someone pleae help me with the columns Headings I require to import an IIF File.
I require the following:
Name, Subitem, Sales Description,Cost, PurchTax code, COGS Ac, preferred supplier, Gross Ac, Tax code, income ac, Asset Ac, Reorder point, on hand and barcode.

I have worked my way through the Reckon help but the file is not uploading and they don't mention how to code the Tax Codes or the barcode.

Thanks in advance

Comments

  • John G
    John G Reckon Staff Posts: 1,570 Reckon Staff
    edited June 2017
    Hello Gabrielle,

    Welcome to the Reckon Community.

    A useful step is to create an export file of Items from the Sample file and use it as a base for your file.  

    You can access the Sample file by going to the No Company Open screen and click on Open a sample file.



    regards,
    John
  • Gabrielle Baudinette
    Gabrielle Baudinette Member Posts: 17 ✭
    edited June 2017
    Thanks for the Info John.  I have exported my item file list.  Just wondering why no barcode imports when there are barcodes saved in the individual items?
  • Gabrielle Baudinette
    Gabrielle Baudinette Member Posts: 17 ✭
    edited June 2017
    Sorry I meant to say why no barcode "exports".
  • Patrick Ellis
    Patrick Ellis Member Posts: 2 ✭
    edited June 2017
    Hi John
    Our Reckons Accounts Enterprise doesn't even have a sample file :-(  We have thousands of items in our system (19k) and having a dreadful time importing new pricelists from suppliers. Eg. The purchase tax code doesn't exist in the 'mapping' import process! So have to export the new list as an IIF file, add the purchase tax code into the column, then re-import the list to have a purchase tax code! This problem has existed since I first starting importing pricelists in 2004 and it's STILL a problem. It is a VERY complicated procedure to import a pricelist into Reckon. Who is the very best person to talk to in regards to importing an item list? Cheers. Patrick Ellis

  • cosmic
    cosmic Reckon Developer Partner Posts: 1,074 ✭✭✭
    edited September 2018
    Cannot import bar codes , manufacturing parts  and UOM , the iif tool is not  updated here in AUS.
    We tried it , we could not. iif Tool is Inutit inc created tool and is like almost 25 years old now .
    Looks like you have been doing this for some time and well frustrated  and stressed out and loosing valuable business time.
    Cosmic tools  can provide this service to you  see how you go with John on his further suggestions.
    Lets us do the job what we can do best and you can focus on your business what you do best.
    I am available almost 7 days call me or write to me


    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

  • gazza73
    gazza73 Accredited Partner Posts: 803 Accredited Partner Accredited Partner
    edited June 2017
    Gabrielle - per the email of today to you. 

    Gary


  • Steve Cook
    Steve Cook Member Posts: 150 ✭✭
    edited June 2017

    I had similar issue. My item list is approx 6000 items, updating weekly.

    My solution was complex and took a long time to setup, but now works well.
    Now takes approx 3 minutes to update my item list.

    Requires advanced knowledge of MS Access to set it up initially

    Use MS Access to import list from supplier
    Use an Access query to create a table with correct headings etc (INCLUDING barcode) for the IIF file
    Export the Access query to a text file, name the file xxxxxx.IIF, so Reckon recognises it as an IIF file
    Use Reckon to import the IIF file

    This is the "Headings" line of the IIF file.
    The first field is !INVITEM. It must start with a "!"
    Each heading separated by a TAB

    !INVITEM NAME INVITEMTYPE PURCHASEDESC DESC ACCNT ASSETACCNT COGSACCNT PRICE COST TAXABLE TAXCODE PREFVEND AMTINCTAX PURCHTAXCODE GROSSPRICE NETPRICE BARCODE

    The items are simillar
    The first field is INVITEM ( without the "!" )
    Fields separated by a TAB
    This is one item from my IIF file

    INVITEM Backup & storage:BATH-N5200PRO-DOM LD STOCK Thecus N5200PRO DOM Thecus N5200PRO DOM Sales Inventory Asset Cost of Goods Sold 61.00 45.00 Y GST Leader Systems Y NCG 79.00 71.82 BATH-N5200PRO-DOM

    Hope that all makes sense !!

  • Patrick Ellis
    Patrick Ellis Member Posts: 2 ✭
    edited June 2017
    Thanks Steve. I'll have a crack...haven't used Access for a looonnnggg time. It certainly makes sense what you are saying. Sounds easier than the pain I was going through with Excel.
    Cheers



  • Steve Cook
    Steve Cook Member Posts: 150 ✭✭
    edited June 2017
    There will be a lot of trial & error to get it right. Use a dummy company file for testing till you get it right

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