Monday, March 25, 2019

Set Minimum Quantity on Item records via CSV import

1. Create a CSV file that contains the following information:

Item Name/Number or Internal ID
Minimum Quantity

2. Run the Import Assistant:

- Navigate to Setup> Import/Export> Import CSV Records

- Set Import type to Items

- Set Record type to Inventory items

- Select the CSV file

- Set Data Handling options to Update

- Map the following fields:

Item Name/Number = Item Name/Number
Minimum Quantity - Minimum Quantity

- Give the import map a title and click on Save and Run.

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