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Please ensure your Excel spreadsheet is saved as a .csv file.
Step-by-step guide
Formatting your Excel File correctly.
Barcodes will also need to be formatted once the file has been formatted to a .csv to ensure they are imported correctly. Excel often formats and saves barcodes incorrectly when formatting the file to a .csv.
Left click the barcode column and select Format Cells.
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2. Select the category Number and decrease the Decimal Places to zero (0). Press Save.
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3. The barcodes should now display as their full number when you select them.
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Adding Stock to the Warehouse via the Reports tab.
Enter the Warehouse Module.
Select the Reports tab on the top right hand corner.
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Click on arrow and select Warehouse
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Click the burger menu at the upper right > select reports
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3. Select the Import Inventory tab.
4. Select the relevant Warehouse location that you want the stock to be imported to.
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5. Select File to: Format 1 (GS1 and Qty) and upload your excel CSV file.
6. Select Option 2: Append Quantity.
7. Tick pull stock value from BUY PRICE.
8. Select Load File
9.
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Format 2 (GS1 Only) - Input the GS1 repeatedly based on the quantity you want to appear in the warehouse. ie 987654118544 this is equal to 3 QTY’s
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. Click the browse file button to upload the file
importing options
Option 1 - This option will remove all existing inventory from the selected warehouse and replace it with new stock based on the imported file.
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Important: if you have virtual warehouse linked to the main warehouse it will be a different importing logic. Contact indigo8 for more info |
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Click the Load file
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Select Print Variance Report.
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Your Variance Report will show the total imported quantity. Compare this with the sum of your Inventory Import Excel sheet to ensure the correct amount will be imported correctly.
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10. Once you have confirmed the correct number will be imported, select Import - Commit New Stock Levels.
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If you REFRESH the relevant Warehouse on the Arrive Purchase Orders tab after importing, you will see the Total Pieces number increase by the Imported Quantity amount (ie. |
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43). |
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Importing options
We have seen how import option 1 works on the above. below are the options for importing inventory
Option 2 - Update the stock by adding the specified quantity base on the imported File
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Option 3 - Delete and replace only the styles included in the import file, while keeping all other styles in inventory unchanged.
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Option 4 - Update and apply imported quantities only for GS1s included in the import file, modifying stock based solely on GS1
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