Zoho ERP Logo Help Docs
/

Composite Items Operations

You can perform key actions such as edit, delete, import and export composite items.

Edit

You can modify the composite item details in Zoho ERP.

To edit a composite item,

  • Go to Items on the left sidebar
  • Navigate to Composite Items in the top Module bar.
  • Open the composite item you wish to edit.
  • Click the Pencil icon on the top right side of the page to edit it.
  • Make the required changes. Click Save at the bottom of the page.

Delete

You can delete any composite items which is not required in your organization.

To delete a composite items:

  • Go to Items on the left sidebar
  • Navigate to Composite Items in the top Module bar.
  • Open the composite item you wish to delete.
  • Click the More dropdown on the top right side of the page.
  • Select Delete
  • Confirm your action by clicking Delete in the pop-up.

Import

You can import the exsisting composite items to Zoho ERP. To import composite items:

  • Go to the Items module on the left sidebar.
  • Navigate to Composite on the top Module bar.
  • Click the More (Three dot) icon in the top right corner.
  • Select the Import Composite Items option from the drop-down.
  • Click Choose File and upload either a CSV, XLS, or TSV type file. You can download the sample file from this page to get an idea of how to create the files you need to import.
  • Choose the Character Encoding involved from the drop down. By default, the character encoding is UTF-8(Unicode).
  • Click Next to proceed to the mapping fields window.
  • If you want to select the decimal format in import, click the Edit icon near the Default Data Formats:
    • Select Format At Field Level - Enable this to choose a specific format for each field during import.
    • Default Format - Select the date format from the drop-down.
  • Zoho ERP will automatically map similar fields and match them together. You can manually match the unmapped ones or alter the mapped ones.
  • Scroll down and check Save these selections for use during future imports to automate mapping for future item imports.
  • Click the Next button.
  • Here, an overview of the number of variants ready for import, the number of skipped records, and unmapped fields will be shown.
  • Click the Previous button if you need to make any changes to the operation.
  • Click the Import button below to import.

Export

You cane export the composite items from Zoho ERP.

To export composite items:

  • Go to the Items module on left sidebar.
  • Navigate to Composite on the top Module bar.
  • Click the More icon in the top right corner.
  • Select the Export Composite Items option in the dropdown.
  • Choose one of the following options:
    • All Composite Items: Export all assembly items from your organization.
    • Specific Period: Select a custom date range and export the items created within this date range.
  • Select the Export File Format (CSV, XLS, XLSX) in which you want to download your export file.
  • Choose the Export Template from the dropdown.
  • If the export contains personal information, enable Include Sensitive Personally Identifiable Information (PII) while exporting.
  • Enter a password to secure your export file if needed.
  • Enable any additional fields, such as Batch Numbers and Serial Numbers, that you want to include in the export
  • Click Export at the bottom. The file will be downloaded to your device.
ON THIS PAGE...