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Product Notes - Pasting from Excel into PRONTO

Bulk maintenance of Product Notes in PRONTO is now possible via a maintenance module which allows the pasting of data from Excel. 

(Please note - this document refers to functionality available from PRONTO versions 1.49 and later.) 

Step-by-step guide

To Paste Product Notes from Excel:  

  1. Create a spreadsheet with Product Note data in the following column format:
    • Product Code
    • Note Type (2-character code, eg. 'WN' for Web Notes)
    • Note text

      The 'Web Control Settings' panel stores the relevant 2-character 'Notes' code. This can be found at 'Inventory' --> 'User Inventory Programs' --> 'Web Product Maintenance' --> 'Control Settings'.


  2. Select and copy the 3 columns of data, excluding header row if any.
  3. Login to PRONTO.
  4. Navigate to 'Inventory' --> 'User Inventory Programs' --> 'Web Product Maintenance' -->'Data Import and Export Menu' -->'Paste Notes from Excel'.
  5. Click 'Entry'.
  6. Click the 'Paste' icon in the top navigation menu, or right-click and select 'Paste'. Please note that Ctrl+V is not recognised within PRONTO.
  7. Hit 'Esc' to exit editing mode.
  8. Select the required action from the following options: 
    • XReplace StockCodes - clears existing note data of the selected type for the listed product codes only, replacing it with the current data.
    • ZReplace All - clears ALL existing note data of the selected type, and replaces it with current data.
    • Append - adds current data to existing note data.
  9. Click 'Yes' to confirm, or 'Cancel' to go back.
  10. On successful update, a confirmation message will appear. Click 'OK' to dismiss. 

 

TIP - To quickly create a template for note data:

  1. Navigate to 'Inventory' --> 'User Inventory Programs' --> 'Web Product Maintenance' --> 'Data Import and Export Menu' --> 'Notes Grid for export'.
  2. Enter the required Note Type in the field when prompted (eg. 'WN' for Web Notes)
  3. Click 'OK'.
  4. All current notes of the specified type will be displayed in a grid format. 
  5. Click the 'Excel' icon in the top navigation menu.
  6. An Excel spreadsheet containing the exported data will open. 
  7. Use this file as a template for the note data to be pasted back into PRONTO.  

 

 

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