export inventory on hand quantity
John
via web
How do I go about exporting the qty currently on hand?
When I go export>item I see every other field except qty on
hand
via web
How do I go about exporting the qty currently on hand?
When I go export>item I see every other field except qty on
hand
Support Staff 2 Posted by Mike on 11 Mar, 2011 10:29 PM
Hello John,
AccountEdge does not export item quantities. The software doesn't import quantities so it doesn't have a way to export them. What most people do from my experience is they'll run an Inventory Count Sheet report and choose the option to Send To... which has the option to send it to Excel or tab-delimited. You can then open it with Numbers, Excel, TextEdit, or Notepad and modify it to remove the fields that you don't need.
Mike
Product Tour Guide
3 Posted by shipping on 26 Jan, 2012 10:26 PM
This is a huge omission - how does AE sync with the Enstore cart, then? We are working on syncing with our own (non-Entstore) cart, and to have to manually manipulate the data in spreadsheet form every day, when the info is easily available in the system, seems ridiculous.
Support Staff 4 Posted by Mike on 26 Jan, 2012 11:15 PM
Hi Shipping,
AccountEdge basically imports sales that are placed on Enstore which is what decreases the quantities in the software. The quantities themselves do not get pushed to Enstore. Simply the items and the item info does. If you are trying to use your own cart, you can have the cart export cstomer info and sales. Then, you can have AccountEdge import the customers followed by the sales.
Mike
Product Tour Guide
5 Posted by Dan R on 28 Jan, 2012 07:34 AM
You can use the ODBC driver and have Excel retrieve: ItemName, ItemNumber, QuantityOnHand, ValueOnHand, LastUnitPrice etc. Set up the worksheet with any sorting & filters as needed. Save it and then daily you can just open it and hit refresh. This may not be all you are looking for, but it could save you some steps of manually manipulating the data daily.
:-)
Dan
6 Posted by Dan R on 28 Jan, 2012 08:09 PM
FYI - The Object DataBase Connection driver is included in the Windows version of AE. A quick search of Acclivity and the web reveals they still do not have the driver for Mac. For Mac they offer some Apple Scripts which can do some interesting things but nowhere near the long list of data that the ODBC driver has access to.
It seems that any ODBC solution (including a 3rd party Mac ODBC Overdrive program) would require a Windows version of AE to work. If you are Mac only you may want to consider the value of the time saved with the ODBC driver and buy a cheap PC (or boot camp) and get an additional Windows version of AE. Call customer service as they might give you a courtesy extra license for this specific singular need/use. In my experience Acclivity is pretty cool about stuff like this.
:-)
Dan
7 Posted by Dan R on 28 Jan, 2012 09:18 PM
Attached is an example ODBC pull from the Widgets file for just the "Customers" and "Items" data sections. Theses are not filtered down to fewer columns. There are also many more data sections available via the ODBC driver.
:-)
Dan