Différences

Ci-dessous, les différences entre deux révisions de la page.

--- en:wiki:stocks:majinventaire [2025/06/24 19:16] – créée - modification externe 127.0.0.1
+++ en:wiki:stocks:majinventaire [2026/10/21 10:19] (Version actuelle) – Automatic push translation eneuville
@@ Ligne 1: / Ligne 1: @@
-====== Inventory update ======
+====== Importing an Inventory ======
-FIXME A1 proofreading not yet effective for this page. In the meantime, you can ask any questions on the [[https://forum.gestan.fr|forum]].
+This programme allows you to update your current stock levels from a spreadsheet.
-This program enables you to update your current stock from a spreadsheet.
+This corresponds to the following scenario: at the end of the financial year, your warehouses carry out a stock-take and send you a spreadsheet containing the product codes and the stock levels recorded during the stock-take. The programme allows you to update your stock levels using this spreadsheet-based stock-take.
-This corresponds to the following use case: at the end of the financial year, your warehouses carry out an inventory, and send you a spreadsheet sheet containing the product codes, and the volume of stock at inventory. The program enables you to update your inventory based on this spreadsheet.
+\\ \\
+<wrap hi>
+⚠️As with all programmes that perform bulk updates, it is strongly recommended that you back up the database before use.
+</wrap>
-===== Using the screen=====
+===== Using the ‘ =====’ screen
-//**Access : ** Tools -> Administration -> Data import -> Load inventory//
+//**Access:** Tools -> Administration -> Data Import -> Upload an inventory//
-{{:fr:wiki:stocks:inventaire_01.png?nolink|}}
+{{fr:wiki:stocks:inventaire_01.png?nolink|}}
-The **source file** must be a text format with separator, such as csv format with separator ";".
+The **source file** must be in a text format with a delimiter, such as CSV with a ‘;’ delimiter. If you are using Excel, please use the semicolon delimiter.
 It contains two columns:
-  * the product code
+  * **product code**
-  * the inventory quantity
+  * **stock quantity**
-If you manage locations, add a third column containing :
+If you manage storage locations, there is an additional column:
-  * the location code, or code ### if you want the location on which the inventory movement is made to be the location of the last movement for the product.
+  * **location code**
-Lines beginning with "#" will be considered as comments.
+Lines beginning with "#" will be treated as comments.
-{{:fr:wiki:stocks:inventaire_02.png?nolink|}}
+Two additional columns are available, showing the theoretical stock you should record and the product description, for information purposes.
-Enter the **As of** date on which you wish to generate an inventory movement, and the **type of movement**.
+{{fr:wiki:stocks:inventaire_02.png?nolink|}}
-The program will create an inventory movement that will bring the current stock up to the quantity you have entered in the spreadsheet.
+You can give this file to the people carrying out the stock-take, who must fill in:
+  * the **Inventory quantity**
+  * the **Location code** column if you manage stock locations. If you enter ### as the code, the location to which the stock movement is made will be recorded as the location of the product’s last movement.
+ === Loading data ===
-For example, if you had a current stock of 12 for the product "SPOUTNIK 5" and you entered 10 in the inventory sheet, the program will generate an inventory movement of 2 on issue for this product.
+To load data from the **source file** :
+  * Enter the date **As of**, which will be the date of the stock movement
+  * Select the **Type of movement**
+  * If required, specify a **default description** for the stock movements that will be created
+  * If you tick the **Optional Stock Update**, if the product for which the stock quantity is to be recorded is not declared as stock-managed, the programme will automatically make this declaration in the product file; otherwise, the transaction will not be processed.
+The **Go!** triggers the immediate loading of data.
+The programme will create an inventory transaction that will update the current stock to the quantity you have entered in the spreadsheet.
+For example, if you had a current stock of 12 for the product “ANR” and you entered 10 in the **inventory quantity**, the programme will generate an inventory movement of 2 out for this product.
+\\ \\
 -----------------
-{{:wiki:tags:voir_aussi.gif?nolink |}}**Other "Stocks" articles**
+ℹ️ **Other “Stock” articles**
+<nspages fr:wiki:stocks -nbCol=2 -textPages="" -h1 -r -simpleLineBreak >
-<nspages en:wiki:stocks -nbCol=2 -textPages="" -h1 -r -simpleLineBreak >