Import clients and classic items
Factory tenants only. Bring clients and classic items in from a CSV sheet, and enter a project that is already under way.
Factory tenants only. A restaurant or cafe tenant does not have these imports.
Clients and classic items can come in from a sheet, so nobody types them one by one. The file is a CSV. A sheet kept in Excel or Notion is saved as CSV first.
How an import goes
- Open Clients or Classic items and press Import from a sheet.
- Press Download the sample sheet if you want the right headers.
- Choose your file. Maska checks it. Nothing is saved yet.
- Read the check: how many will be added, and Rows to look at. Each of those rows has its number in the sheet and the reason in a sentence.
- Press the Import button. It says how many will go in. Then press Done.
A row that is left out does not stop the others. Fix it in the sheet and import the sheet again. What is already here is not added twice.
Clients
Only Name is needed. The sample sheet has the other columns: contact name, phone, email, GSTIN, state, billing address, site address and notes. Other headers work too, like Client name, Mobile or Remarks.
A client who is already here is found by phone, or by name when the row has no phone. Only their empty boxes are filled. Nothing is replaced.
Classic items
Only Name is needed. The other columns:
| Column | What to write |
|---|---|
| Description | Wood, finish, size. |
| Price | The price of one piece, before tax. |
| HSN, GST | The tax code and the rate. |
| Units | The way the piece goes, by unit code, in order: DK-WOOD>DK-UPH. |
| Kind | chair, table, bed, cupboard or sofa. It can stay empty. |
The import form shows your own unit codes.
A name that is already here and differs in any box is saved as its new version. Pieces already started keep what they have.
Drawings and work steps are not in a sheet. A classic item from a sheet uses each unit’s own steps and has no drawing until a delivered piece is saved as its new version.
Items
Stock items do not come in here. Use Settings, then Import items.
A project that is already under way
For work that started before Maska. Only the owner or an admin sees this.
- Press New project and fill it in as always.
- Turn on This project is already under way.
- Pick the Last step that is done: Dates, Design or Advance.
- Press Start project.
The steps up to the one you picked are marked done. They were not checked in Maska, and the project says so: the chip Entered at the changeover on the Items tab, and one line in History. Entered at Advance, the project waits at Good for production.
A project that is further along than Advance is entered at Advance, and then moved on in Maska.
Who can do this
The owner, people who run projects and the general manager can import. Only the owner or an admin can enter a project that is already under way. Accounts cannot import.