Page tree
Skip to end of metadata
Go to start of metadata

You can use the following templates to prepare your data for uploading via AroFlo's bulk import tool.

Within the templates, the column headers with bold font indicate mandatory fields. You must enter a value into these fields to ensure a successful import.




  File Modified
Microsoft Excel Sheet Asset List for Import.xls Oct 18, 2018 by Shannon Walsh
Microsoft Excel Sheet Client List for Import.xls Feb 22, 2018 by Heather King
Microsoft Excel Sheet Inventory - Detailed Pricing.xls Apr 04, 2019 by Raff Lagatta
Microsoft Excel Sheet Inventory - Simple Pricing.xls Apr 04, 2019 by Raff Lagatta
Microsoft Excel Sheet Location List for Import.xls Feb 22, 2018 by Heather King
Microsoft Excel Sheet Quote Line Items for Import.xls Mar 23, 2018 by Heather King
Microsoft Excel Sheet Supplier List for Import.xls Apr 04, 2019 by Raff Lagatta
Microsoft Excel Sheet Task List for Import.xls Apr 04, 2019 by Raff Lagatta



 Learn about Asset fields...

Field

Definitions

Category

Asset Category

Client

Client business name as per your client list

Locations

Address at which the Asset is located

Asset_Name

Name of Asset

OrderCode

Purchasing order code

ModelNo

Asset model number

serialNumber

Asset serial number

Manufacturer

Company who manufactured Asset

Supplier

Which supplier Asset was purchased from

BarCode

Barcode details associated with the Asset

Quantity

Quantity of Assets

Cost

Original cost of Asset

ODO

Current odometer reading of Asset (if vehicle)

ODOType

Unit of measure for odometer reading

 Learn about Client fields...

Field

Definitions

Client Name

Company/Business name

Primary Contact First Name

First name of your contact person at that business

Primary Contact Last Name

Last name of your contact person at that business

ABN

Client's ABN

Client Note

A generic message which appears on the client card e.g. 'Ensure invoices are sent to accounts'

Client Short Name

Short name for client (max. 6 characters)

Email

Primary contact person's email address

Fax

Client's primary fax number

Mobile Phone

Primary contact person's mobile phone number

Parent Client

Name of the Parent Client (if applicable) n.b. this client will be added as a Child Client

Phone

Primary contact person's phone number

Terms Note

Information relating to client's trading terms

Transaction Terms

Transaction terms for this client as per Site Admin (e.g. 30 Days)

Website

Client's primary website

City

Client's location suburb

Company Address

Client's location street address (No. and street)

Company Location Name

Client's location name (e.g. Level 8 Building 1)

Country

Client's location country

Postcode

Client's location postcode

State

Client's location state

GPS - Latitude

GPS Coordinates - Latitude

GPS - Longitude

GPS Coordinates - Longitude

Is Individual?

Used if your client is an individual

Mailing Address

Client's mailing street address (No. and street or PO Box)

Mailing City

Client's mailing suburb

Mailing Country

Client's mailing country

Mailing Location Name

Client's mailing location name (e.g. Level 8 Building 1)

Mailing Postcode

Client's mailing postcode

Mailing State

Client's mailing state

 Learn about Inventory - detailed pricing fields...

Field

Definitions

Category - Main

Inventory category item falls within

Category - Second Level

Sub category (if applicable)

Category - Third Level

Sub sub category (if applicable)

Part Number / Order Code

Preferred supplier's part number, or assign your own

Item Description

Primary identifier of the item

Manufacturer

Company who manufactures item

Identifier

Secondary identifier e.g. warehouse or storage location number

Unit Type

Unit type that item is consumed/sold e.g. each, m, cm, box, pack, kg

Unit of Measure

Quantity of items as purchased e.g: 1 = single unit, 10 = box of 10

Quantity

Enter current quantity of stock on hand

Is SoR?

Flags the item as an SOR item for flat rate items/fixed price quotes

Cost Price (ex GST)

Cost of item

Calculated Cost Type

Choose from: None, Max, Avg, Last, Set

Calculated Cost (ex GST)

Calculated cost of item

Quote Sell Type

Default Markup type for Quotes. Choose from: Cost + Markup, Calculated Cost + Markup, Sell

Quote Markup Percent or Quote Sell Value

Percentage for Markup or Sell value for Quotes

Unit Rate

Time taken (in hours)

Labour Line Markup

Percentage Markup to labour

Task Sell Type

Default Markup type for Tasks. Choose from: Cost + Markup, Calculated Cost + Markup, Sell

Task Markup Percent or Task Sell Value

Percentage for Markup or Sell value for Tasks

Invoice Sell Type

Default Markup type for Invoices. Choose from: Cost + Markup, Calculated Cost + Markup, Sell

Invoice Markup Percent or Invoice Sell Value

Percentage for Markup or Sell value for Invoices

Business Unit Alert

Stock alert levels quantity for Business Unit

User Alert

Stock alert levels quantity for Users

Custom Holder Alert

Stock alert levels quantity for Custom Holders

Barcode 1

Primary barcode

Barcode 2

Secondary barcode

Barcode 3

Tertiary barcode

Preferred Supplier - Name

Name of preferred supplier

Preferred Supplier - Part No.

Preferred supplier's part number

Preferred Supplier - Item Description

Preferred supplier's item description

Preferred Supplier - Cost

Preferred supplier's cost

Additional Supplier - Name

Name of additional supplier

Additional Supplier - Part No.

Additional supplier's part number

Additional Supplier - Item Description

Additional supplier's item description

Additional Supplier - Cost

Additional supplier's cost

 Learn about Inventory - simple pricing fields...

Field

Definitions

Category - Main

Inventory category item falls within

Category - Second Level

Sub category (if applicable)

Category - Third Level

Sub sub category (if applicable)

Part Number / Order Code

Preferred supplier's part number, or assign your own

Item Description

Primary identifier of the item

Manufacturer

Company who manufactures item

Identifier

Secondary identifier e.g. warehouse or storage location number

Unit Type

Unit type that item is consumed/sold e.g. each, m, cm, box, pack, kg

Unit of Measure

Quantity of items as purchased e.g: 1 = single unit, 10 = box of 10

Quantity

Enter current quantity of stock on hand

Is SoR?

Flags the item as an SOR item for flat rate items/fixed price quotes

Cost Price (ex GST)

Cost of item

Calculated Cost Type

Choose from: None, Max, Avg, Last, Set

Calculated Cost (ex GST)

Calculated cost of item

Sell Type

Default Markup type. Choose from: Cost + Markup, Calculated Cost + Markup, Sell

Markup Percent or Sell Value

Percentage for Markup or Sell value

Business Unit Alert

Stock alert levels quantity for Business Unit

User Alert

Stock alert levels quantity for Users

Custom Holder Alert

Stock alert levels quantity for Custom Holders

Barcode 1

Primary barcode

Barcode 2

Secondary barcode

Barcode 3

Tertiary barcode

Preferred Supplier - Name

Name of preferred supplier

Preferred Supplier - Part No.

Preferred supplier's part number

Preferred Supplier - Item Description

Preferred supplier's item description

Preferred Supplier - Cost

Preferred supplier's cost

Additional Supplier - Name

Name of additional supplier

Additional Supplier - Part No.

Additional supplier's part number

Additional Supplier - Item Description

Additional supplier's item description

Additional Supplier - Cost

Additional supplier's cost

 Learn about Location fields...

Field

Definitions

Client

Client business name as per your client list

Location

Location name (e.g. Level 8 Building 1)

Address

Location street address (No. and street)

Suburb

Location suburb

State

Location state

Postcode

Location postcode

Country

Location country

SiteContact

Main contact person's name

SitePhone

Main phone number

SiteEmail

Main email address

Client

Client business name as per your client list

Location

Location name (e.g. Level 8 Building 1)

Address

Location street address (No. and street)

Suburb

Location suburb

 Learn about Quote line items fields...

Field

Definitions

Item

Primary identifier of the item

Part No

Preferred supplier's part number, or assign your own

Qty

Quantity of items

Type (material or labour)

Type of item (Material or Labour)

Value

Item cost

Markup

Markup percentage

 Learn about Supplier fields...

Field

Definitions

Supplier Name

Company/Business name

Primary Contact First Name

First name of your contact person at that business

Primary Contact Last Name

Last name of your contact person at that business

ABN

Supplier's ABN

Note

A generic message which appears on the supplier card e.g. 'Ensure invoices are filed'

Supplier Short Name

Short name for supplier (max. 6 characters)

Email

Primary contact person's email address

Fax

Supplier's primary fax number

Mobile Phone

Primary contact person's mobile phone number

Phone

Primary contact person's phone number

Terms Note

Information relating to supplier's trading terms

Website

Supplier's primary website

City

Supplier's location suburb

Company Address

Supplier's location street address (No. and street)

Company Location Name

Supplier's location name (e.g. Level 8 Building 1)

Country

Supplier's location country

Postcode

Supplier's location postcode

State

Supplier's location state

GPS - Latitude

GPS Coordinates - Latitude

GPS - Longitude

GPS Coordinates - Longitude

Mailing Address

Supplier's mailing street address (No. and street or PO Box)

Mailing City

Supplier's mailing suburb

Mailing Country

Supplier's mailing country

Mailing Location Name

Supplier's mailing location name (e.g. Level 8 Building 1)

Mailing Postcode

Supplier's mailing postcode

Mailing State

Supplier's mailing state

 Learn about Task fields...

Field

Definitions

Client

Company/Business name as per your client list

Location

Location address of work site

Asset

Link a piece of equipment that is being worked on for this job

Task

Task Identification

Description

Details of task

TaskType

Task type as per task type entries

ContactName

Entered by name

ContactPhone

Entered by phone

Due_Date

Due date of task

Priority

Priority as per your current priority settings

CustON

Customer order number

Project

Project name

Stage

Project stage name



  • No labels