To view or set the product import options click the Options button in the Import Field Order window.
Update if Exists: If set, MoneyWorks will update the data for any records whose product code matches the code of the record being imported. Calculated values are imported only if the update option in the Use Value window is on. If the Update if Exists option is off, then MoneyWorks will report an error if the code for a record being imported matches an existing code.
Sell Prices are Tax Inclusive: If set, all sell prices imported are stored as GST Inclusive, otherwise they are stored as GST Exclusive, unless overridden by a setting in the Flags field.
Field Descriptions for Products
The following fields may need special consideration when importing into MoneyWorks. For a full description of product fields see Products (Items).
|Code||15||Code to identify product. Must be unique (unless updating) Can not contain spaces or @.|
|Supplier||11||The creditor who normally supplies this product. If present must be a valid creditor code.|
|SalesAcct||13||Income account to be credited when the product is sold. Not required if you do not sell the product.|
|StockAcct||13||Current Asset account to be credited when product is sold. Not required if you do not stock the product.|
|COGAcct||13||Expense account to be debited when the product is sold. If you are not stocking the product, this is the purchase expense account.|
|SellPrice||The unit sell prices. See the Flags for GST/Discount settings|
|BuyPrice||Price you normally pay per buy unit|
|AverageValue||Average per-unit stock value; you cannot alter this|
|ConversionFactor||Sell units = ConversionFactor * BuyUnits. Note that this is the reciprocal of what is on the entry screen.|
|SellDiscount||Sell discount percentage (0..100)|
|SellDiscountMode||Discount mode. A number in the range 1..4 corresponding to the discount mode menu items.|
|Flags||This is used to set the various selling price options for the products, each of which is represented by a bit.
Note that the Buy, Sell, and Inventory options will be set according to which control account fields you supply. This can only be done when importing new products, not when updating existing ones.