• Contents

Importing Production Jobs

Last updated 04/02/2019

Learn how to import multiple Production Jobs with a few simple steps.

Overview


Production Jobs can be imported into the system in bulk, using our easy to use import wizard.
Production Jobs to be imported should be prepared in a spreadsheet, with one row per line item in the job. An example of what the spreadsheet should look like can be found below.
Production Jobs can either be imported with just the parent line for each job with the Bill of materials (BOM) being expanded upon import, otherwise if the Parent and component lines are added to the import template then the full BOM will be imported into the new Production job and no additional step will be required.
There are a few pre-requisites for importing Production Jobs:
  • Import must contain fewer than 500 line items.
  • Production Job references must be unique across all modules, i.e. a Purchase Order cannot have the same reference as a Sales Order.
  • Product Codes must exist in the products module, and codes must be unique.

Template


Here is a template for a standard Production Job; however feel free to add any number of the additional fields mentioned below.
Download Template

Importing the Data


Once you have prepared your spreadsheet, you are ready to import into the system.
  1. Whilst in the Production Job list page, click Actions, then Import Production Jobs.
  2. Choose between pasting or uploading the spreadsheet data as a .CSV file.
  3. Click Next Step
  4. Match the columns in your spreadsheet to the fields in the dropdown list. An explanation of each field is given below. 
    An example from your spreadsheet is provided for your information.
  5. If any products or contacts in your list do not match to entries in Cin7, then you will be given an opportunity to download the spreadsheet so that you can investigate, and if need be import new products or contacts.
  6. All being good, you can continue, by clicking Next Step.
  7. Click Test to see if importing will cause any errors. The results should show a successful import.
  8. Click Import New Production Jobs to continue.
  9. Your Production Jobs have now been imported! Click Finish, Back to Production Jobs to go back to the Production Job List page.

Importing Products with Sizes


Products with sizes can be imported by including the field 'Size Batch' (see below). The size batch field should contain only the size of the item, so will look something like this:
Order Ref
Company Name
Item Qty
Item Code
Size Batch
ABC-123
Big Corp Ltd.
10
TS1
S
ABC-123
Big Corp Ltd.
10
TS1
M
This will import a Production Job for 10 small t-shirts, and 10 medium t-shirts with code TS1.
Note that each new size should be entered on a new line

Importing BOMs


Expanded BOMs can be imported directly into a Production Job. Two new fields will need to be included in the import, 'Item BOM Load' and 'Format':
Order Ref
Company Name
Item Qty
Item Code
Item Name
Item BOM Load
Format
ABC-123
Big Corp Ltd.
1
RD1
Radio
Make
Parent
ABC-123
Big Corp Ltd.
1
CS1
Case
Use
 
ABC-123
Big Corp Ltd.
2
SP1
Speaker
Use
 
This will import a radio, that is made of 1 case and two speakers.
BOMs can also be imported by simply importing the parent items, and then opting to expand BOMs during the import process. For this to work the following criteria must be met:
  • BOM products have Order Type 'Kit'
  • Products have an assigned BOM
If you import any line items with products where the above apply, you will be shown an option to expand the BOMs after importing the orders, underneath the 'Import Complete' dialog.

Importing Non-Stock Items


By default the system will tell you if any products in the import do not match to products in the products module. This is important for making sure the line items you import will later have stock movements. However, if you wish to import non-stock items and are happy that the inventory will not be moved for these items then you can click "Continue Import with Missing Products Included".

Fields


The following are fields that can be imported through the order import (Bold denotes required field):
Field
Notes
Order Ref
Required field. Must be unique.
Made For
Enter in a Company name which matches an existing customer in the CRM to note who the Production job is being created for
Created Date
Dates should be formatted as per your Culture Settings in your company profile.
Due Date
Dates should be formatted as per your Culture Settings in your company profile.
Branch
Must match the Branch name exactly.
Production Notes
 Internal notes to be included in the Production Job
Completed Date
Entering a Completed date will mark the order as Completed, but - importantly - line items will not be receipted out. Therefore this field should only be used when creating historic Production Jobs in the system, and not used to influence stock. Dates should be formatted as per your Culture Settings in your company profile.
Item Sort
An integer that determines the order of lines within the Sales Order. If not included, line item order will be determined by the order in the spreadsheet.
Item Code
Required. Must match a code (SKU) in the products module.
Item Name
 
Item Qty
Required. Must be a number.
Item Price
 
Item Option 1
 
Item Option 2
 
Item Option 3
 
Item Notes
 
Size Batch
Size of an item, if the item has sizes.
Item Row Format
Formats the line items in an order. Use values 'Hide', 'Indent' or 'Bold'. You can also use the value 'Parent' to indicate the parent line of a BOM, in combination with the Item BOM Load field below.
Item BOM Load
Indicates that a line item is part of a Bill of Materials - values should be either 'Make' or 'Use'.