![]() ![]() If there are no warnings, the operation will be a success. If a Product Id in the imported data did not match an existing product definition in Finale Inventory, you would see that in the form of a warning on this page. The other columns are ignored because their column headers don’t match any of the columns relevant to the stock change operation. Notice that only the Product Id and Quantity column are recognized. You select the sublocation to apply the change to, as shown in Figure 3.įigure 3 – Importing as a batch stock change in Finale Inventory and choosing the XLS file format.įigure 4 shows the next page in Finale Inventory, after copying and pasting the data from Excel into the input box on the Finale Inventory page. Having prepared the data, you can select “Import” from the home page in Finale Inventory, and the “Batch stock change” as the operation to be performed. If the convention being used for inventory management is that chains count as one item, then you will need to divide the chain quantities by the number of shells in the chain in the XLS file before importing. Thus chains count as the number of shells in the chain. The Devices column in the report produced from Finale 3D counts the number of devices, meaning individual shells or other physical units. The modified file prepared for importing into Finale Inventory is shown in Figure 2.įigure 2 – Adding the two required columns and negating the quantity” and choosing the XLS file format. The Quantity column refers to the Devices column, negating the value so the stock change operation will deduct the product quantities from inventory counts. The Product Id column simply refers to the Part Number column values with an Excel formula. In preparation for this operation, you can manually add two columns to the product quantity file, Product Id and Quantity. If you simply want to relieve these product quantities from stock on hand in Finale Inventory, you can do a “Stock Change” operation. ![]() Finale Inventory also expects to see a Quantity column, which is often called Devices in Finale 3D to be unambiguous with respect to chain counts. ![]() Finale Inventory uses the term Product Id to mean the same thing as Part Number in Finale 3D. The first step will be to open the product quantities file in Excel and reformat the data as required for the inventory system. The mechanics of importing the product quantities as a stock change or sale order in an inventory system will obviously depend on the inventory system, but using Finale Inventory as an example, the process will be something like the sequence of steps described here. If you are given the choice, the XLS file format is usually preferable to CSV because importing CSV data into Excel is prone to errors like Excel removing leading zeros from part numbers, if you are not careful.Įxample of importing the product quantities into Finale Inventory The other columns are useful to keep around as a sanity check, but one can assume, if you are providing quantities for specific products, that your part numbers match the inventory system that they will be applied to. The two important columns in this report are the Part Number column, and the Devices (quantity) column. That will product a report like the one shown in Figure 1.įigure 1 – Printing the report “basic_product_totals_portrait” and choosing the XLS file format. landscape doesn’t matter in this case) and in the file selection dialog, choose XLS or CSV as the output file format, instead of the default PDF. From Finale 3D, do the menu item “File > Print > Report > basic_product_totals_portrait” (portrait vs. Your responsibility may be simply to give that company a list of product quantities from your show in a format that can be processed. You may be in a situation in which you have no idea what inventory management system the 3rd party company is using. What if you have scripted a show in Finale 3D using a product list from a 3rd party company, and you want to provide that company with the product quantities used in your show so they can be reserved or relieved from that company’s stock counts? This section explains how to export the data, and walks through an example of how a 3rd party company might import your data as a stock change using Finale Inventory. Documentation on these inventory management options, however, is tailored to the company doing the inventory management. Finale 3D also provides an integration with Finale Inventory, which expands the capabilities of inventory management to include stock reservations, sales orders, packed shows, quotes, and other real world complexities. Finale 3D provides for basic inventory management as described in Basic inventory management in Finale 3D, which obviously includes deducting a show’s product quantities from stock counts.
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