Setting up a Purchase File for Importing & How to Concatenate a String
Step 1: Select the boxes for the data you want to import:
- Product Code
- Product Name
- Quantity Purchased
- Total Purchased Value
Step 2: Get rid of data you don't need
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Examples of data you can delete
- Vendor name
- Dates
- UPC codes
- PO numbers, etc.
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Examples of data to KEEP
- Product number
- Quantity
- Product volume / bottle size (this will become part of the NAME you'll assign later)
- Extended price/ total cost per item
Step 3: Reorganize the columns of data in way that makes sense to you
This is where you'll begin concatenating strings of data.
Setting Up a Purchase File + How to Concatenate a String