Adding parts
Complete functionality is only available if you have purchased the Estimating Add-On Module.
Some functionality is only available if you have purchased the Estimating Add-On Module or the Inventory Add-on Module or the Service Receivables Add-on Module.
Caution! Always make a backup of your data before you add parts.
To add new parts:
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1
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Open 9-6 Add Parts/Update Prices. |
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3
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If you want to automatically assign part numbers to the imported parts, select Assign Part#. |
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4
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In the Start# text box, enter the starting number to assign to the new parts. This must be in numeric form only. |
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5
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Choose Select Source File, then browse to and select the database file you want to use for adding parts. |
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6
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The path name for the source file appears. |
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7
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The Source File Fields under Field Mapping appears. |
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8
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If the source file contains descriptive headers or labels as its first line, select First Line is Header. |
This line is ignored during the import function.
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9
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Map which Destination Fields from the Sage 100 Contractor database correspond to the imported Source File Fields. |
Important! At minimum, you must select Part#, Description and Unit as Destination Fields to be mapped.
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10
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On the left side of the window, under Field Mapping, select the Source File Fields row and the Destination Fields cell that you want to map. |
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Under Destination Fields on the right side of the window, select the corresponding Sage 100 Contractor field by double-clicking the field. Alternately, select the Sage 100 Contractor field, and then select ENTER or the arrow key to map the field. |
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12
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Repeat step 5 until you have mapped all Source File Fields with corresponding Destination Fields for the parts you want to add to your Sage 100 Contractor parts database. |
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14
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If any failures occur during the process, an error log appears for your review. |
Note: You can remove field mapping for a specific row by selecting the Destination Field and using the arrow key to move it back to the Destination Fields list.
Tip: You can use your selections to save as a template for future use.
More resources
For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.
For additional training on Sage products, visit Sage University.