The article outlines the steps to import Cost Sub Data from a CSV/ file.
FOLLOW STEPS BELOW:
1. Generate the Template by clicking the Save Template button to generate the basic template or by clicking the drop-down and generating the Full Templated (NB UDF fields are only added to the Full Template).
2. Edit the Template with your desired values, please note that the fields that begin with "UDF" are not required.
| Field | Required | Detail |
| Active | Yes | 0 or 1 (0 being inactive, 1 being active) |
| ActiveMarkup | No | 0 or 1 (0 being inactive, 1 being active) |
| MInQty | No | Minimum unit Quantity |
| UnitCost | Yes | Cost per unit |
| ExRate | No | Exchange Rate |
| RetailSP | No | Retail Selling Price per Unit |
| UnitSellingPrice | No | Selling Price per Unit |
| VendorID | Yes | Vendor Name |
| ColourID | Yes | Colour Name |
| CurrencyID | Yes | Currency Symbol/ Code |
| CNType | Yes | Stock/Non Stock |
| Date | Yes | Standard Date Format |
| Code | Yes | Cost Sub Type Code |
| Description | Yes | Cost sub type name |
| CostTypeID | Yes | Cost Type |
| UnitType | Yes | Unit symbol (i.e. M for Meters) |
3. Enter the Admin Portal
4. Click "Cost Sub Types"
5. Click the "Cost Type" where you want to Import the Cost Sub Type
6. Click the Import Button to import a CSV Or click the downward pointing arrow to the right to select an Excel Import
7. Click "Browse"
8. Select Your Edited Template CSV/Excel
9. Tick "Halt on Error" to ensure if there are errors in the CSV/Excel, the cost sub types will not be added
10. Click "Start"
NB. For a quick tutorial watch below
