Import bulk hire item quantities by branch
This is an advanced import workaround for bulk hire items shared across multiple branches.
HirePOS can import an item's total Quantity For Hire, but the standard item CSV importer does not currently include separate fields for each branch quantity. The branch quantities must therefore be imported into temporary Item Custom Fields before HirePOS Support transfers them into the item's Branch Quantities / Serial Tracking records.
Example
An organisation owns 1,000 units of item 101, distributed as follows:
Item Code | Quantity For Hire | Branch A | Branch B | Branch C |
|---|---|---|---|---|
101 | 1,000 | 300 | 300 | 400 |
The branch quantities must add up to the total Quantity For Hire.
Prepare the CSV file
Include the following columns:
Item CodeQuantity For HireOne quantity column for each branch
Additional item fields can be included when creating new items.
Before importing, contact HirePOS Support to confirm which Item Custom Fields will temporarily hold each branch quantity.
For example:
CSV column | Temporary HirePOS field |
|---|---|
Branch A | Item Custom Field 1 |
Branch B | Item Custom Field 2 |
Branch C | Item Custom Field 3 |
Only unused custom fields should be selected. Existing custom field information must not be overwritten.
Import the quantities
Go to
Setup > Items.Select
Options > Import Items CSV.Upload the prepared CSV file and preview the data.
Use
Item Codeto match existing items.Map
Quantity For Hireto the item's total quantity.Map each branch quantity column to the agreed temporary Item Custom Field.
Import the data.
When creating completely new items, select the appropriate add-new option and include all other required item information in the CSV.
Verify the imported data
Before requesting the branch migration:
Open several imported items through
Setup > Items.Confirm that
Quantity For Hirecontains the organisation's total quantity.Confirm that each temporary Item Custom Field contains the correct branch quantity.
Confirm that the branch quantities add up to
Quantity For Hire.
Do not continue if the totals do not match.
Request the branch quantity migration
After verifying the import, ask HirePOS Support to migrate the temporary values into the item's Branch Quantities / Serial Tracking records.
Provide Support with:
The CSV file used for the import
The branch name assigned to each Item Custom Field
Confirmation that the import has been checked
Confirmation that each item's branch quantities equal its total
Quantity For Hire
The migration is not complete until HirePOS Support confirms that the branch quantities have been transferred and verified.