The «Import items» tab creates items in your accounting system from the items of the iFurn.pro catalogue. It is needed when there are no items at all yet (a new firm) or when there are not enough of them. If the items are already in place, the tab you need is not this one but «Matching».
How to work with it
- Set the filter. Platform category (taken together with its subcategories), search by name, «Items» — all / with 1C code only / without 1C code only. The «Services» checkbox shows services instead of goods (the category is then ignored).
- «Search». Up to 500 items are shown — if more were found, narrow the filter.
- Tick the rows you need — one by one or with the «Mark all» / «Unmark all» buttons.
- Set up the «How to create items» block — where to put them and how to name them (see below).
- «Import ticked».
Columns of the list
- ID — the identifier of the product or service in the catalogue.
- Sale method — «by sheet» for sheet materials, «piece, m², r.m.» for everything else. A product that is sold both ways takes up two rows.
- Platform name and Your name — the second one is filled in if your firm has already set its own name for the item.
- Producer, Size.
- 1C code and Price list price — filled in if the item is already in your firm's price list.
- BAF item — the data processor has already found it by the 1C code or by the article.
- Status — the result for the row.
The «How to create items» block
- BAF category and BAF group — where to put the new dictionary records.
- Article — the 1C code, the manufacturer article or leave empty.
- Name — your name (if it is set, otherwise the platform name) or the platform name.
What happens during the import
An item with a unit of measure is created in the accounting system, and its code is immediately saved to the program as the 1C code of the item — that is, the item counts as matched and there is no need to do that separately. Sheet materials get sale by sheet, everything else — piece / m² / r.m.
Rows for which an item already exists (found by the 1C code or by the article) are not created again — their status is «already in BAF».
Statuses after the import
- «created, 1C code saved to the program» — done.
- «created; 1C code: in the program queue … operation N» — the item exists, and the code will go off by itself once the connection to the server is back. For now it does not count as saved.
- «created, but the code was not saved: …» — the item exists, the code was not accepted, the reason is in the text. For example, «no such item in the platform catalogue» (the item has been deleted) or «this 1C code is already used by another item» (the code is taken). Fix it and link it manually on the «Matching» tab.
- «error: …» — the item was not created, this is the error text from the accounting system.
Own names are not uploaded to the platform on this tab — only when matches and prices are saved.