Importing an Inventory

This programme allows you to update your current stock levels 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.

⚠️As with all programmes that perform bulk updates, it is strongly recommended that you back up the database before use.

===== Using the ‘ =====’ screen

Access: Tools → Administration → Data Import → Upload an inventory

The source file must be in a text format with a separator, such as CSV with a ‘;’ separator.

It contains two columns:

• the product code
• the stock quantity

If you manage storage locations, add a third column containing:

• the location code, or the code ### if you wish the location to which the stock movement is made to be the location of the product’s last movement.

Lines beginning with “#” will be treated as comments.

Two additional columns are available, showing the theoretical stock you should record and the product description, for information purposes.

Enter the date On the date on which you wish to generate an inventory movement, and the type of transaction.

The programme will create an inventory movement that will bring the current stock level to the quantity you have recorded in the spreadsheet.

For example, if you had a current stock of 12 for the product “SPOUTNIK 5” and you entered 10 in the stock-take sheet, the programme will generate an inventory movement of 2 out for this product.

ℹ️ Other “Stock” articles