Adding Stock to Warehouse via Excel

You can add stock to a warehouse via an excel spreadsheet. This is a good idea for large quantities.

 

Please ensure your Excel spreadsheet is saved as a .csv file.

 

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.

 

  1. Left click the barcode column and select Format Cells.

 

 

2. Select the category Number and decrease the Decimal Places to zero (0). Press Save.

 

3. The barcodes should now display as their full number when you select them.

 

Adding Stock to the Warehouse via the Reports tab.

 

  1. Enter the Warehouse Module.

  2. Select the Reports tab on the top right hand corner.

 

 

3. Select the Import Inventory tab.

4. Select the relevant Warehouse location that you want the stock to be imported to.

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. Select Print Variance Report.

 

 

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.

 

 

10. Once you have confirmed the correct number will be imported, select Import - Commit New Stock Levels.

 

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. 19).