# External Item Master

# Create an external item

From the top menu navigate to the External Items screen

Navigate to the External Item Master screen

From the right hand side of the Navigation Bar select the "+" icon

Create new external item mapping

A pop-up will appear where you can enter the details of the New External Item Mapping

New external item mapping pop-up

Start by typing in the item number for which you want to add the mapping

Add item number

Then select the customer number for which you want to add the mapping

Add customer number for the mapping

A new row will appear where you can add the external item number

Add new external item mapping

The external item number can be used to have a mapping between the item numbers used by your customers and your own item numbers. For example you can sell the same item (Item X) to 2 different customers (Customer 1 and Customer 2) and they use their own item numbers for Item X (Item 1X and Item 2X respectively). Your sales order for customer 1 can have a reference to Item 1X, with the external item mapping you can directly process the sales order from Customer 1 with Item 1X and automatically translate this item to Item X in our system. Similar for a sales order from Customer 2 that references Item 2X.

Add new external item mapping

To delete an external item mapping from an item simply click on the trash can icon

Delete external mapping

A pop-up will appear for confirming the action

Confirmation pop-up

# Edit an external item

From the top menu navigate to the External Items screen

Navigate to the External Item Master screen

Hover over the item you want to edit and on the right hand side click on the edit icon

Edit a mapping

A pop-up will appear with the mapping details of that item, you can update the external customer numbers as well as add new ones or delete existing ones

Edit a mapping

To delete a mapping simply click on the trash can icon next to it

Delete mapping

A pop-up will appear for confirming the action

Confirmation pop-up

If you want to add a new mapping start typing the customer number for which you need the mapping

Add mapping

Once you hit enter or select the new customer it will appear in the list and you can add the mapping

Added new mapping

# View mappings for an item

From the top menu navigate to the External Items screen

Navigate to the External Item Master screen

Select the item you want to see and click on the "+" icon

View details

The screen will expand and you can see the details of one or multiple customers at the same time

Expanded view

# Delete all mappings for an item

From the top menu navigate to the External Items screen

Navigate to the External Item Master screen

Hover over the item you want to delete and on the right hand side click on the trash can icon

Delete a mapping

A pop-up will appear for confirming the action

Confirmation pop-up

# Bulk upload data

Bulk data can be uploaded by using our templates, for more details on how to do this please consult our Uploading section

# Advanced actions

For customizing column names, order of the columns, creating and saving a view, exporting to Excel and other advanced features see our Advanced menu section