Difference between revisions of "Partkeepr data and csv"

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(Created page with "Some of Partkeepr is not obvious To create a Part requires a Part Category and a Storage Location to have been created first. for CSV import it needs to know which kind of qu...")
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Revision as of 10:44, 8 January 2019

Some of Partkeepr is not obvious To create a Part requires a Part Category and a Storage Location to have been created first. for CSV import it needs to know which kind of quantity is being added this will be pcs in most cases. If the Quantity type is null you will not find any of the parts uploaded by CSV.

I intend to put together a fully working CSV import configuration. Currently I am only part way through doing so. Adding parts is not so hard as they can be entered as a CSV in the main part window. Unfortunately that does not have access to stockLevel, The column StockLevel in the Part table might better be called stockTotal.

For adding CSV files with part quantities the stock history pane is more useful. Each record in the stock history table adds a number of a particular part say 50 widgets are entered one time and later 30 widgets removed the quantity in these 2 rows would be 50 and -30 the stockLevel in the part table is the sum of these 2 entries 50 + -30 = 20 widgets available.

unfortunately the stockLevel field in Part needs to be triggered in order to update the table value e.g add 0+ to widget in the main part window and the stockLevel value goes to 0 however a refresh will then cause the stockLevel to be calculated for that part and this field becomes the total of widgets added + Widgets removed. There is a correction column usually set to 0 false but can be true. I think this likely will allow you to enter a stock level such as 50 and it will be treated as the actual mumber of a particular part rather than adding it to the existing parts recorded.

I will rewrite this later but with partkeepr and something like mysql workbench its possible to explore the table structure.

To create a CSV import you need to create a preset and upload a csv file. As you select fields and entities the preview panel will show you the result of executing your import so far against your database.

If you switch between CSV view and Preview the preview will update and you can see which fields are going to be updated or not when you run the query.

It might be me but sometimes it seems fields and entities can appear and disappear. THe Stock history csv import ideally will have a User Name associated with the parts inputed.