Overview

The Export Data screen allows you to easily export to excel and update your inventory using that file.

INV>INV Advanced Tools>Export Data (formerly under INV>INV Special Functions)

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Table of Contents

Creating, Editing and Refining Your Template

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Unless a Template doesn’t already exists, it will load one when the screen opens. You can create a new one using the New Record button

Step-by-Step

1. Open the Export Data screen

   1. INV>INV Advanced Tools>Export Data

2. Create New Record

   1. Hit the New Record button (Green +)

      

3. Create Template by Entering:

   1. Template Name

   2. Description

   3. File Name

      1. Hit Browse button

      2. Select location

      3. Name file

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When you open the screen, a template will load. If that isn’t the template you need, there are two ways to find it.

Step-by-Step

1. Open the Export Data screen

   1. INV>INV Advanced Tools>Export Data

2. Cycle through the records to find it

   1. Use the Blue arrows at the top

   

3. Look it up using the Template name

   1. Hit F7 to enter Query mode

   2. Enter the Template Name in the field

      1. Use % to search without exact name

         1. e.g. %ITEM% would search for any Template with ITEM in the name

   3. Hit F8 to execute Query

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To export the template, click on the Export Template button. You choose the directory that the file will be saved in by entering the path and name in the "file name field" from section one. It is highly advisable to make a note of where you are exporting your file to so when you leave TRX you will know where to look.

Step-by-Step

1. Open the Export Data screen

   1. INV>INV Advanced Tools>Export Data

2. Set/Confirm File Name

   1. Hit Browse to set location and name

   2. 

3. Hit the “Export Inventory” button

   1. 

4. Hit Yes to prompt “OK to export inventory data?”

   1. 

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Once you have exported you inventory file out of TRX and made all the required adjustments you will need to import it back in and update your inventory. Return to the Export/Update Inventory screen.

Step-by-Step

1. Open the Export Data screen

   1. INV>INV Advanced Tools>Export Data

2. Double-Click on Company name in top right-hand corner of the screen

   1. 

3. Make sure the file is where File Name is set

   1. Hit Browse to select your file

   2. 

4. Check “Update On Import” on the fields you want to update

   1. 

5. Hit “Update Inventory” button

   1. Note: Not all fields will allow for import. Check with support if it isn’t available

   2. 

6. If everything was done correctly, it will say it completed successfully

   1. 

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This section gives more detail per field on the screen.

Detail

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Section 1: File information

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In this section the important file information is stored and created

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