DATA TEMPLATE - Complete Data Template
A completed data template is critical to the accurate and timely machine installation process and the generation of usage reports.
Note on data transfer: If you have information that you are pasting in to the Excel spreadsheets from other sources, please make sure that you use the "Paste Special" option from the Edit menu and choose "Paste Values". This will ensure the retention of error highlighting which identifies duplicates and entries which are invalid.
| Step | Task | Tab |
|---|---|---|
| 1 | Complete General information if requested by tech support. | GENERAL |
| 2 | Set Recalculation to Manual | |
| For data sheets, required columns are headed in RED, | ||
| For data sheets, required columns with default values are YELLOW | ||
| For data sheets, optional columns are GREY | ||
| For data sheets, duplicate key fields (col A) are ORANGE | ||
| 3 | Complete Departments information | DEPTS |
| 4 | Complete Users information (up to 5 users) | USERS |
| 5 | Optional: Complete Dept Mgrs column using drop-down choices | DEPTS |
| 6 | Complete Product Categories information | PROD CATEGORIES |
| 7 | Complete Items information (up to 10,000 items) | ITEMS |
| 8 | Complete Jobs information | JOBS |
| 9 | Complete Machines information | MACHINES |
| 10 | Resume Recalculation | |
| 11 | Review spreadsheets for error highlighting | |
| 12 | Provide information to your SecuraStock contact | |
| 13 | If you are loading the data to your SecuraStock system yourself: | |
| 13a | Click the "Export Data" button. A file "exportjileccyymmddhhmm.csv" will be created in the root folder of this spreadsheet template. | GENERAL |
| 13b | Log into the SecuraStock UI with the DEMO account, and select the Data Import/Export item | |
| 13c | Select the Data Import/Export item from the Configuration menu. | |
| 13d | Click the "Browse" button, locate and choose the "export file.csv" file created in step 12a, | |
| 14 | Select the Storeroom Information item from the Configuration menu. If there is no entry, use |