View Full Version : Use EXCEL to change Item Class?

08-23-2005, 01:49 PM
We are in the process of building a new company and importing data from an old company. Many of the inventory items in the old company were coded incorrectly as to item class. Items marked "stock" should in fact be "non-stock." Can these item classes be changed in Excel and then imported into the new company? Any thoughts or comments are appreciated.


R B Hale

rick Prindivill
08-23-2005, 06:17 PM
If you export your Inventory Items from Peachtree include Field Headings and then open the file with Excel or equivalent. You will then be able to locate the field that defines the item type or classification. Here is a complete listing or definitions of this field.

The Item Class field entered on the General tab of the Maintain Inventory Items window.

Valid values include:

0 = Non-Stock Item

1 = Stock Item

2 = Description Only

3 = Assembly (Assemblies behave exactly like stock items most of the time. For this reason, assemblies are stored as stock items. When you need to know if an item is an assembly, check the number of components. If > 0, then stock item is really an assembly item.)

4 = Service.

5 = Labor Item.

6 = Activity Item

7 = Charge Item

8 = Master Stock Item

9 = Substock Item

10 = Serialized Stock Item

11 = Serialized Assembly Item

08-24-2005, 05:32 AM
In addition to Rick's background, keep in mind that you can change the item class only when there are no transactions applied against an item, so doing this when rebuilding is the optimal time.

08-25-2005, 11:21 AM
Thanks guys... you have been a big help. Only have used this forum a couple of times, but always seem to get an answer!

Thanks again.