🔹 How to Import Parts into Next Plus

Bulk importing parts is a fast and efficient way to load part data into Next Plus, including product structure (BOM), serial settings, suppliers, and more.

🧭 Accessing the Import Screen

Go to Modeling in the left menu.
Expand Parts and click Import.

This opens a spreadsheet-style interface where you’ll input part data.

⚠️ Before You Begin: Required Prerequisites

✅ Units of Measurement

Make sure all Units of Measurement you intend to use are already created:

Go to Modeling > Tables > Units
Add values like pcs, kg, meter, etc.

✅ Product Tree Structure

When importing, the “Include product tree” checkbox is enabled by default — this means you must define a structure using the Level column.

📋 Understanding the Import Table

Each column represents part properties:

Column	Description
Part Number	Unique identifier for the part. Required
Part Name	Descriptive part name
Revision	Optional version code
Unit of Measurement	Must match an existing unit in the system
Automatic Creation	Toggle for system-generated records
Quantity	Default quantity used in assembly
Level	Used to structure nested parts (see example below)
Managed by Serial Number	Enable for serial tracking
Require Serial Number for Start Production	Ensures serials are defined before starting
Free Stock	Indicates initial availability
Picture	Optional image

🌳 Defining a Product Tree Using the “Level” Column

The Level column defines the hierarchy of parts in a BOM (Bill of Materials).

🧠 How It Works:

The top-level product is given Level 1
Direct children of that product are Level 2
Sub-components under those children are Level 3 , and so on.

📦 Example – Nesting a Product:

Part Number	Part Name	Level
1000	Main Assembly	1
1001	Frame	2
1002	Motor	2
1003	Bolt	3
1004	Washer	3

Frame and Motor are part of Main Assembly
Bolt and Washer are sub-components of Motor

This structure allows you to import full BOM hierarchies with one click.

✏️ Inputting Your Part Data

You can:

Enter data manually
Copy/paste from Excel or Google Sheets
Use the keyboard to tab across columns

📥 Finishing the Import

When your data is ready:

Confirm that all required columns are filled in.
Click IMPORT (bottom right corner).

The system will validate the file. If there are any issues (e.g., unknown unit or missing levels), errors will be shown for correction.

✅ Post-Import Management

After import, navigate to: Modeling > Parts > Parts
From here, you can:

Review imported parts
Filter by product tree
Edit part details

🧠 Tips for Success

Tip	Why It Helps
Use clear names and part numbers	Helps you identify items later
Prepare your data in Excel	Faster and easier to paste
Start with a small set to test	Avoids errors on large imports
Always define the correct Level	Structure is mandatory when product tree is enabled