More about adding parts-updating prices
About file types for adding parts-updating prices
Saving templates for adding parts-updating prices
Important information about updating prices and adding new parts simultaneously
Adding parts
Notes:
- Complete functionality is available only if you have purchased the Estimating Add-On Module.
- Some functionality is available only if you have purchased the Estimating Add-On Module or the Inventory Add-on Module or the Service Receivables Add-on Module.
Caution! Always make a backup of your data before you add parts.
To add new parts:
- Open 9-6 Add Parts/Update Prices.
- Select Add New Parts.
- If you want to automatically assign part numbers to the imported parts, select Assign Part#.
- In the Start# text box, enter the starting number to assign to the new parts. This must be in numeric form only.
- Choose Select Source File, then browse to and select the database file you want to use for adding parts.
- The path name for the source file appears.
- The Source File Fields under Field Mapping appears.
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If the source file contains descriptive headers or labels as its first line, select First Line is Header.
This line is ignored during the import function.
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Map which Destination Fields from the Sage 100 Contractor database correspond to the imported Source File Fields.
Important! At minimum, you must select Part#, Description and Unit as Destination Fields to be mapped.
- On the left side of the window, under Field Mapping, select the Source File Fields row and the Destination Fields cell that you want to map.
- Under Destination Fields on the right side of the window, select the corresponding Sage 100 Contractor field by double-clicking the field. Alternately, select the Sage 100 Contractor field, and then select ENTER or the arrow key to map the field.
- Repeat step 9 until you have mapped all Source File Fields with corresponding Destination Fields for the parts you want to add to your Sage 100 Contractor parts database.
- Click Add/Update.
- If any failures occur during the process, review the error log that appears.
Note: You can remove field mapping for a specific row by selecting the Destination Field and using the arrow key to move it back to the Destination Fields list.
Tip: You can use your selections to save as a template for future use.