Inventory Master Template

Disclaimer: This template is mainly used internally by R365 Ops Coaches to import a large amount of items into an instance. You may use this if you have completed implementation and are familiar with importing information into R365.

The R365 Inventory Master Template is a five-part template that should be completed in this order: 

   
1.        

    Copy all Vendor Items information into the grayed out Columns (E-F)

      
   
2.        

    Categorize your items in Columns A-C

      
   
3.        

    Name your items what your team calls it in Column D

      
   
4.        

    Align your UofMs in Columns J-L

      
   
5.        

    Assign your Cost and Inventory Accounts on each item in Columns M and N

      

After completing these steps, you can break this file into three different imports:

   
•        

  Purchased Items (Inventory)

     
   
•        

  Unit of Measure

     
   
•        

  Vendor Items

     

It is important to note that Item Categories and Units of Measure must be created first before completing and importing this Inventory Master Template; otherwise, the import will fail. Work with your Operations Coach as you complete this template. 

Click here to view the original version of this article, last updated on 10/8/2018.