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Exporting item master data

To export item master records to a spreadsheet:

  1. Select Operations>Item Masters.
  2. Sort or filter your list to isolate the group of items you want to export. You can also export the entire list, unfiltered, if you want. You can export up to 10,000 records.
  3. Click Export icon Export from the toolbar. The Export pop-up appears.

    Important: Do not close this pop-up. Closing the pop-up cancels your request for exported data. If needed, you can minimize the Export pop-up.

  4. Optionally, continue working in SmartTurn while your export request is being processed.

    Note: You can only create one export request at a time. However, you can continue with all of your other work in SmartTurn.

  5. When the export is complete, a dialog opens asking you if you want to open or save the file.
  6. Select Save. Save the file to a directory on your machine.
  7. A spreadsheet appears with the data you selected. SmartTurn exports many attributes of your data, not just the columns you see in the list view.
  8. At this time, it is safe to close your Export pop-up. Select Close if the pop-up does not automatically close once your export is complete.

    In the spreadsheet, general item master information is in the first worksheet. The second worksheet contains warehouse-specific information for your item masters, such as the reorder point and the default pick and putaway locations. The third worksheet contains unit of measure information, such as the # of Eaches and measurement information.

    To update your item masters, see Using exported item master data to update item masters through an import.

See Also

Managing item masters

Viewing item masters

Creating item masters

Editing item masters

Managing units of measure in the item master

Warehouses in relation to item masters

Setting the reorder point for an item

The difference between an item master and an inventory item

Importing item master data

Item master field descriptions

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