Change Item Numbers in TRX

Owned by Stephen Juliano
Last updated: Apr 03, 2023
4 min read

 

Overview

When Vendors merge, their Item numbers may be changed. To account for this and other inventory changes, we have the Change Item Numbers screen.

Found under INV>INV Advanced Tools>Change Item Numbers, this screen can potentially ruin a lot of data at once, so we suggest using with caution and only giving access to a select few. If you don’t see it in the menu, contact support, and we will add it for you.

Detail

There are 4 Update Methods:

  1. Model Number Change (From File) - Only change the Item Model number. This would after the 4 digit ID and dash (depending on your setup). You also have an option to Update the Item manufacturer number as well

  2. Item Number Change (From File) - This allows you to change the whole number, including the 4 digit ID at the front, so make sure the items on your spreadsheet are for the whole number

  3. Manufacturer Code Change (No File) - Only change the 4 digit code at the beginning of the Item number. e.g. UPDA 6055 changed to ONEI 1349

  4. Remove Trailing Spaces (No File) - Remove any extra spaces at the end of item numbers.

Step-by-Step Guides

1. Model Number Change (From File)

  1. Open the Change Item Numbers screen

    1. INV>INV Advanced Tools>Change Item Numbers

  2. Select “Model Number Change (From File)” Radio Button

  3. Create your file based on the Directions at the bottom of the screen

  4. Select the File using Browse button

  5. Select your Manufacturer and 4 Digit ID on the items you are changing

  6. Use “Update Item Manufacturer” Checkbox to also change the Manufacturer number for all items for that Manufacturer/4 Digit ID

  7. Hit the Lightning Bolt to process

1. Model Number Change (From File)

2. Item Number Change (From File)

Changing Item numbers from File give you the option to update and merge items with and without a File.

Multiple Updates From File

  1. Open the Change Item Numbers screen

    1. INV>INV Advanced Tools>Change Item Numbers

  2. Select “Item Number Change (From File)” Radio Button

  3. Create your file based on the Directions at the bottom of the screen

  4. Select the File using Browse button

  5. Select your Manufacturer and 4 Digit ID on the items you are changing

  6. Hit the Lightning Bolt to process

  7. To Merge Follow the same steps, but check “Merge Items (irreversible)”

Multiple Updates From File - Merge

Merging items will add the history from the old item to the new item, but keep the settings of the New Item.

  1. Open the Change Item Numbers screen

    1. INV>INV Advanced Tools>Change Item Numbers

  2. Select “Item Number Change (From File)” Radio Button

  3. Check “Merge Items (irreversible)”

  4. Create your file based on the Directions at the bottom of the screen

  5. Select the File using Browse button

  6. Select your Manufacturer and 4 Digit ID on the items you are changing

  7. Hit the Lightning Bolt to process

Single Update

  1. Open the Change Item Numbers screen

    1. INV>INV Advanced Tools>Change Item Numbers

  2. Select “Item Number Change (From File)” Radio Button

  3. Click “Single Item Change” checkbox

  4. Enter your Old and New Item Numbers

  5. Enter the New Part Number, or leave blank to stay the same

  6. Hit the Lightning Bolt to process

  7. To Merge Follow the same steps, but check “Merge Items (irreversible)”

Single Update - Merge

Merging items will add the history from the old item to the new item, but keep the settings of the New Item.

  1. Open the Change Item Numbers screen

    1. INV>INV Advanced Tools>Change Item Numbers

  2. Select “Item Number Change (From File)” Radio Button

  3. Click “Single Item Change” checkbox

  4. Check “Merge Items (irreversible)”

  5. Enter your Old and New Item Numbers

  6. Enter the New Part Number, or leave blank to stay the same

  7. Hit the Lightning Bolt to process

2. Item Number Change (From File)

3. Manufacturer Code Change (No File)

  1. Open the Change Item Numbers screen

    1. INV>INV Advanced Tools>Change Item Numbers

  2. Select “Manufacturer Code Change (No File)” Radio Button

  3. Enter the Old Manufacturer and 4 Digit ID you wanted to update

  4. Enter the New Manufacturer and 4 Digit ID you want them to be

  5. Hit the Lightning Bolt to process

  6. To Merge existing items, Follow the same steps, but check “Merge Items (irreversible)”

4. Remove Trailing Spaces (No File)

  1. Open the Change Item Numbers screen

    1. INV>INV Advanced Tools>Change Item Numbers

  2. Select “Remove Trailing Spaces (No File)” Radio Button

  3. Hit the Lightning Bolt to process