Importing Equipment

Importing Equipment requires planning and an understanding of how RentalDesk manages equipment. If you are unsure about how RentalDesk does this, it would be a good idea to read this first. You will also need the RentalDesk Import Sheets before you can import your data. Once you have your data formatted, then follow these instructions.

There are specific rules that must be followed when importing equipment.

1)

Do not delete or modify the first row of field names.

2)

Enter the correct data type for each field, do not exceed the maximum text lengths, and always fill in mandatory fields. The table below lists the specification

FIELD NAME MEANING (Notes) TYPE / LENGTH REQUIRED MasterCategory General class, e.g. Sound Text, Max 50 Yes Category Sub class, e.g. Microphones Text, Max 50 Yes Type Stock item, e.g. Shure SM57 Text, Max 50 Yes Sales For rent or for sale True or False Yes Daily_Rate1 Main daily charge Number Daily_Rate2 Alternative daily charge Number Hourly_Rate1 Main Hourly Charge Number Hourly_Rate2 Alternative Hourly Charge Number Value For replacement / insurance Number Weight Number Length Number Width Number Height Number Country_Of_Origin Only the code is expected, e.g. UK Text, Max 5 Nominal_Code For your accounts package Text, Max 20 Nominal_Description A description of the above Text, Max 40 Stocklevel How many you own of the Type Number Stockcode Internal number/code you may use Text, Max 20 Barcode For barcoded items only Text, Max 24 Serial No For barcoded items only Text, Max 40 Purchase_Date For barcoded items only Date Purchase_Price For barcoded items only Number PriceScheme Either 1, 2 or 3, corresponding to what you have already set up in RD Number

3)

Categories cannot be repeated in different Master Categories

4)

Types cannot be repeated in different Categories

5)

Barcodes must be unique

6)

You CANNOT assign a Serial No without a barcode. Use a unique "dummy" number if necessary

7)

Every row must have a MasterCat, Category and Type and Sales type filled in.

8)

The Stocklevel on each row should be the actual stock level for each Type, i.e. do not enter 1,1,1 etc for each row with a unique barcode

9)

Price Schemes will be either 1, 2 or 3, corresponding to what you have already set up in RD

In the zip file of the import sheets you will find and example of how an Equipment CSV files should be filled in.