Preparing Data for the Receive By Tag Import

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The Receive By Tag import is completed during the recording of a Purchase Order in the Purchasing Grid at the Product level. It allows the user to receive items to a room/student/staff located on the respective site by importing an XLS or XLSX file into TIPWeb-IT.

Template Requirements

You will need a separate template for each location type in which assets are to be placed.

  • To import to a Room, the file must contain the minimum: Tag#, Serial# (if required for product type), Room#, and Status.
  • To import to a Student, the file must contain the minimum: Tag#, Serial# (if required for product type), and Student ID.
  • To import to a Staff member, the file must contain the minimum: Tag#, Serial# (if required for product type), and Staff ID.
If the product type has associated Custom Fields, the custom field data may also be included in the import.

VIDEO

Check out our related video -  TIPWeb-IT Purchasing - Receive By Tag Import (4:00) - as you review this topic.