Please note that the following fields should be configured in the settings menu before completing data imports as the options configured will guide the input.
Sales > Sectors
Stock > Part categories
Stock > Supplier ratings
Stock Locations
Use this template to add your location hierarchy.
*Note* - you MUST add the main locations in the settings menu before completing this import.
Column Name | Input type | Description | Required? |
Organisation Location | Dropdown | These locations must be added to setting menu before uploading this CSV | Yes |
Stock Location | Text | This is a sub location within a main location e.g. Warehouse 1, Bay 1 | Yes |
1. Companies Import Template
Use this template to add your customers and suppliers.
Column Name | Input type | Description | Required |
Company Name | Text |
| Yes |
Sector | Sector (from settings) | Only sectors that have been added in the settings menu should be used as an input here. | No |
Default Currency | Currency (from settings) | The currency in which you sell to or buy from the company | Yes |
Default Payment Term Days (only applies where company is a customer) |
| Use in conjunction with default payment term days. Example, enter 30 for 30 days from invoice date. | No |
Payment Terms Offset (only applies where company is a customer)
Payment Term | Text lookup
Text lookup | Available input options:
Or leave blank if no payment terms agreed.
Can only be either
| No |
Customer | Y or N | Is this a customer? | No |
Supplier | Y or N | Is this a supplier? | No |
Supplier Rating | Supplier rating (as per settings) | Only ratings that have been added in the settings menu should be used as an input here. | No |
Tax Rate (Purchases) | Text lookup | Tax rates must exist in the settings as this is a lookup field. Please set up your accountancy connection before adding tax rates. Once set up, use name of tax code name, eg 20% (VAT on Expenses). | No |
Tax Rate (Sales) | Text lookup | As above. | No |
Notes | Text |
| No |
Update? | Y or N | Add Y if you want to update the company record | No |
Existing Company Name | Must be an existing company name | Use this field if you wish to update a company record | No |
2. Parts Import Template
This should be considered the “master” template for all parts.
Everything you buy, sell or manufacture is considered a part in Flowlens. This template should be completed first with all parts, be they manufactured, bought or a sub assembled part.
Note - whilst not all columns need to be completed for the upload to work, it’s important to upload as much information as is available in the first instance.
Column Name | Input type | Description | Required? |
Part Number | Text |
| Yes |
Revision | Text | Only if applicable | No |
Name | Text |
| No |
Manufactured | Y or N | Is this a manufactured part? | No |
Purchased | Y or N | Is this a part you purchase? | No |
Sellable | Y or N | Is this a part you sell? | No |
Part Cost
Cost Price Strategy | Number to with 2 decimal places
Text dropdown | How much does it cost you to buy? If 0 keep blank
Must be entered as Manual | No
Yes |
Sell Price | Number with 2 decimal places | If 0 keep blank | No |
Track Stock | Y or N | Do you want to track the stock quantities of this part? | No (will default to Y if not added) |
Default Stock Location
Has batch numbers | Locations from settings
Y or N | Stock locations must first be added in the settings menu and only the locations added can be used as an input. This must match a stock location within an organisation location e.g. Warehouse - Shelf 1
Is this sold or pruchased in batches | Yes.
No |
Automatically Allocate From Stock | Y or N | If the part is available, do you want it to be automatically allocated? | No |
Automatically Build Inline
Subcontracted
Automatically add subcontracting steps | Y or N
Y or N
Y or N | If the part is available, do you want it to be automatically built as part of the manufacturing workflow on a job card?
Is this a subcontracted part?
If subcontracted - do you want the subcontracting steps automatically adde dto the job card? | No
No
No |
Minimum Stock Level | Whole Number | Must be less than warning | No |
Warning Stock Level | Whole Number | Must be less than maximum | No |
Maximum Stock Level
Minimum Order Quantity | Whole Number
Whole Number |
This will be enforced on purchase orders | No
No |
Sales Description | Text | This will appear on all quotations | No |
Purchase Description | Text | This will appear on all purchase orders | No |
Fractional Quantity | Y or N | Can this part be ordered, sold and used in fractional quantities rather than whole quantities? | No |
Serialised | Y or N | Will this part (manufactured or otherwise) be given a serial number? | No |
Serial Strategy | Manual or Automatic | If Automatic then Flowlens will assign serial numbers based on the below columns. | Only required if serialised (above) is marked as Y |
Prefix | Text | The starting sequence of the automatic serial number e.g. ABC0001 | No |
Postfix | Text | The ending sequence of the automatic serial number e.g. 0001FL2 | No |
Pad length to | Number | How many digits in length should the automatic serial number be (e.g. 8 etc) | No |
Pad With | Number | If the automatic serial is starting at 1 and has to be 5 number of digits long, what number should the serial be filled with e.g if 0, serial would look like 00001 | No |
Part Category | Category from settings | Part categories must first be added in the settings menu | No |
Unit of Measure | Text dropdown | Square Metre Individual Item Pack Centimetre Millimetre Roll Gram Kilogram Milligram Day Hour Litre Millilitre | No |
Weight | Number |
| No |
Volume | Number |
| No |
Country of Origin
Commodity Code Purchases
Commodit Code Sales | Text
Text
Text | Must be full country name i.e. not country code | No
No
No |
Nominal Account (Purchases) | Text dropdown | These must exist in settings. These can be pulled down once you have connected your accountancy package. | No |
Nominal Account (Sales) | Text dropdown | These must exist in settings. These can be pulled down once you have connected your accountancy package. | No |
Update? | Y or N | Add Y if you want to update the part record | No |
Existing Part number | Must be an existing part number | Use this field if you wish to update a part record | No |
Existing Part revision | Must be an existing part revision | Use this field if you wish to update a part record | No |
3. BoM (Bill of Materials) Import Template
Use this template to add the workflow for all of your manufactured parts and assemblies.
*Note - the parts import must be completed so part numbers are added to the system before this import can be completed.
Column Name | Input type | Description | Required? |
Parent Part Number | Text | Must be added against every component line | Yes |
Parent Revision No | Text | Must be added against every component line if applicable | No |
Child Part Number | Text |
| Yes |
Child Revision No | Text | If applicable | No |
Quantity | Number | Can be fractional if the part has been set up as fractional. | Yes |
Step Name | Text | e.g. 1. Assembly | No |
Workflow Resource | Text dropdown | Only resources that have been added in the settings menu should be used as an input here. | No |
Workflow Stage | Text dropdown | Only stages that have been added in the settings menu should be used as an input here. | No |
Schedule Start Day | Number greater than 0 | On what day of production does this step start? Must be a value greater than 0 | Yes |
Estimated Time | Text | How long does this step take in minutes? | No |
Description | Text |
| No |
Update? | Y or N | Add Y if you want to update the step | No |
Existing Child Part number | Must be an existing part number | Use this field if you wish to update a step of the BOM | No |
Existing Child Part revision | Must be an existing part revision | Use this field if you wish to update a step of the BOM | No |
Existing step name | Must be an existing step name | Use this field if you wish to update a step of the BOM |
|
4. Supplied Parts Import
Use this template to add suppliers to each supplied part.
*Note - the parts import and company import must be completed before this import can be completed.
Column Name | Input type | Description | Required? |
Part Number | Text | Part number must exist in system | Yes |
Revision | Text |
| No |
Supplier | Text | Supplier must already be added to company list | Yes |
Supplier Part Name | Text |
| No |
Manufacturer Part Number | Text |
| No |
Unit Cost | Number | Must be in number format to 2 decimal places (no currencies) | Yes |
Lead Time
Minimum Order Quantity | Number
Number | Must be greater than 0?
Can be 0 or more | Yes
Yes |
Notes | Text |
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Link | Text | Link to the supplier purchase site |
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Update? | Y or N | Add Y if you wish to update the supplier details. |
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5. Stock Quantity Import
Use this template to add your stock quantities to each location.
*Note: The parts import and stock location import should be completed before this import is completed.
Column Name | Input type | Description | Required? |
Part Number | Text |
| Yes |
Revision | Text |
| No |
Stock Location | Text | Locations must already be added in settings |
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Quantity | Number |
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Unit Value | Number | Units must already be added in settings and associated with the part in the parts list |
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6. Addresses Import
Use this template to add your address list and associate with each company.
*Note: The company import should be completed before this import is completed.
Column Name | Input type | Description | Required? |
Company Name | Text | Company must already be added to company list |
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Address Name | Text |
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Default Billing Address | Yes or Blank | Is this the default billing address? |
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Default Delivery Address | Yes or Blank | Is this the default delivery address? |
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Text |
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Phone | Text |
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Fax | Text |
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Website | Text |
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Street 1 | Text |
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Street 2 | Text |
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City | Text |
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County/State | Text |
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Postcode | Text |
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Country | Text | Full country name e.g. Ireland, United Kingdom etc |
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7. Contacts Import
Use this template to add your contact list and associate with each company.
*Note: The company import and address import should be completed before this import is completed.
Column Name | Input type | Description | Required? |
Company Name | Text | Company must already be added to company list |
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Address Name | Text | Address must already be added to address list |
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Title | Text |
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Pronouns | Text |
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Role | Text |
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Text |
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Role | Text |
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