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Import Jobs

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The Worksheet name in the Excel spreadsheet must be called Jobs.

 

The Product records for each asset must already be created in Toolminder before importing the Job.

The record will be found by Model No or Supplier No, only one needs to be defined in the spreadsheet.

 

If the Asset does not exist it will be created during the import routine.

 

Mandatory

 

Column Name

Description

Example

YES

Asset No

Number you have assigned to the asset so you can identify it

IDE-001

YES

Model No

The model number of the product

8271DWPE

YES

Supplier No

Supplier part number

AB-2912

YES

Qty

Number of assets

1

 

Cost

Fixed cost of the job

249.50

 

Order No

Order number for the job

2016-10321/123

 

Internal Reference

Reference number for the job

9131SA

 

External Reference

Reference number for the job

BG-20123

 

RA

Return Authorization Number

RA123