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Rental Import

Action: RENTIMP

Import Process

  1. Create an import template by clicking Create CSV template and saving the file to your documents folder.
  2. Start Excel (or similar spreadsheet program) and load the rentinv.csv template file
  3. Fill the spreadsheet with the data to be imported
  4. Open rentsize.csv and fill it in as well as shown below.
  5. The template's column names will show as the first row in the spreadsheet, like style or size.
  6. Once the file is created, click the Ok button and it will prompt for two CSV text files. It will then import the CSV and create rental inventory for the styles.

Overview

For Rental Inventory, we use two files. One file has a list of all the style codes you'll rent, along with the rental prices and item type. You can see that file called rentalinv.csv. The second file is called rentalsize.csv. It contains the sizes for each style code. It has a style code from the first file, one of the sizes, and optionally a serial number.

rentalinv.csv

This file contains the rental styles to import. It contains one row per style code. The columns are

RentalStyle: The rental style code. This must be unique and represents the style and also the color of the rental item. There is no separate field for color.
N-ReplaceCost: The cost to replace the style.
N-PriceWCoat: The rental price of this style, if it's rented with a coat.
N-PriceWOCoat: The rental price if it's rented without a coat.
Description: The description
Item Type: One of the following item types: ARMBANDS CANE CHAIN COATS COLLAREXTENDER CUMBERBUND GLOVES HAT HOSE JEWELRY MISC. PANTS POCKETSQUARE SHIRTS SHOES SUSPENDER TIES VEST VESTEXTENDER

Here is a sample file showing two coat styles and two vest styles.

RentalStyle N-ReplaceCost N-PriceWCoat N-PriceWOCoat Description ItemType
350 249 199 199 Ultra Slim Medium Grey COATS
302 249 199 199 Ultra Slim Blue COATS
FNST 99 0 0 Steel Grey Vest VESTS
FNMB 99 0 0 Blue Vest VESTS

rentalsize.csv

This is the rental size/serial number import file. It contains one row per serial number. The sample contains rows showing size and serial numbers for the coats in rentalstyle, as well as sizes for the vests in rentalstyle. The coats have serial number, the vests do not. The columns are

RentalStyle: The rental style code. This must match one of the styles in the rentalinv.csv file.
RentalSize: The size code for the style, which is a maximum of 7 characters.
Quantity: If a style is tracked with serial numbers, then this should be left blank. If a style is tracked by a quantity for each size, then enter the size here.
Serial number: The unique serial # for this item. If the item doesn't have serial #'s you can just enter the size it comes in.

This sample shows 5 serial numbers for the coats above, and sizes without serial numbers for the vests from the table above.

RentalStyle Size Quantity Serial
350 44R 23473473 23473473
350 44R 45956933 45956933
350 45R 68488444 68488444
302 32R 23432444 23432444
302 32L 34598585 34598585
FNST M 1
FNST B 2
FNMB M 1
FNMB B 3

Please REMEMBER to backup your work frequently when importing large volumes of data via the ProfitSystems backup program utility (or via your computer's backup function).