Import production jobs

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 prerequisites 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

Import the data

Once you have prepared your spreadsheet, you are ready to import into the system.

Whilst in the Production Job list page, select Actions, then Import Production Jobs.

Choose between pasting or uploading the spreadsheet data as a CSV file.
Select Next Step.
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.
If any products or contacts in your list do not match to entries in Cin7 Omni, 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.
All being good, you can continue, by Selecting Next Step.
Select Test to see if importing will cause any errors. The results should show a successful import.
Select Import New Production Jobs to continue.
Your Production Jobs have now been imported! Select Finish, Back to Production Jobs to go back to the Production Job List page.

Import 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.

Import 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.

Import 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'.