Queries On Product Masters

How to get Product Master Template for bulk upload of master data in TYASuite?

Bhagyalakshmi
Sep 20, 20221 min read 13

For bulk import/ upload of master data, users have to follow the below steps:
 1. Login: Authorised users have to log in with a given URL, ID and Password.
 2. Select Company: If you have more than one company and subscribed TYASuite multi-company module then click on that particular company on which you want to work. If you have not subscribed to the multi-company module then skip this step.
 3. Drag your cursor to the left side menu bar and click on the "Master Data" Menu. A list of all masters related to your company will be open. Click on 'Products Master'. or 
 4. Users can directly search that master from the search option available on the top-right side by typing 'Products Master'. Out of search results click on the "Products Master" menu. 
 5. You will land on the "Products Master" menu page. To download the prescribed excel template click on the 'Import' button sign, after that click on the 'Download' button.

What is the validation/ instruction to enter data in the product master data template for bulk upload/import of different masters?

Bhagyalakshmi
Sep 20, 20222 min read 11

To enter data in the prescribed master data template for bulk import/ upload of master data, users have to follow the following steps/instructions:
 1. At the time of master data template download two excel files will be get downloaded (if system/browser asks to allow multiple file download then provide excess/allowed), (i) one excel with instruction to enter the data (row no.2 of excel file) this file is only for instructions and will not be used for updated/uploaded the data, and (ii) second file without instructions i.e. format of import. The without instruction excel file will be used to update and upload data (any prefilled sample data need to be deleted before saving the excel template).
 2. In the downloaded excel template you will get the following column/fields: "Product Code*, Product Name*, Product Description, Unit Type*, Product Category, etc."
 3. Fields/columns marked as star (*) are compulsory to enter and other columns are optional. Users have the option to make some fields compulsory or optional and enable/ disable some files based on the company requirement from Company Setup Menu.
 4. Please read instructions/field validations carefully (mentioned in row no. 2 of 1st downloaded excel instruction file) and enter valid details/data of all products in the respective columns in the 2nd excel template only (without the instruction file).
 5. Enter data in the respective column/field and save the excel template (dummy/ prefilled data, if any, need to be deleted) for all the products, for which the user wants to upload in TYASuite.

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