Difference between revisions of "Import Stock"

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(Created page with "Once you have inventory list imported, you can import stock levels. Here are the steps: # First export your inventory list with the UID. You will need this UID to properly impo...")
 
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Here are the steps:
 
Here are the steps:
 
# First export your inventory list with the UID.  You will need this UID to properly import stock quantities
 
# First export your inventory list with the UID.  You will need this UID to properly import stock quantities
 +
## Go to Utilities>Export
 +
## Select Inventory table
 +
## Select the following fields to export:
 +
### UID
 +
### Name (optional to identify the item)
 +
### Number (optional, should have either item name or number to identify the items)
 +
### Cost
 +
### Retail1
 
# Export your warehouse locations with UID
 
# Export your warehouse locations with UID
# Create at least one stock value manually, see [[
+
# Create at least one stock value manually, see [[Inventory Stock Levels]]
 +
# Export Stock as a template for importing
 +
## Go to Utilities>Export
 +
## Select MatDetail table
 +
## Select the following fields to export:
 +
### ItemUID
 +
### ItemName (optional)
 +
### ItemNumber (optional, should have either item name or number to identify the items)
 +
### Quantity
 +
### LocationUID
 +
### ItemCost
 +
### ItemRetail
 +
# Use the Inventory Export file from step 1 to enter all the stock levels
 +
## Add column LocationUID and the value from step 4
 +
## Add a column Quantity and set the quantity you want to import.  NOTE: This is good for initial quantity or for ADDING stock, it should NOT be used for setting stock level as this will ADD the quantity set and imported.
 +
## [[File:InventoryStockImport.png]]
 +
 
 +
 
 +
ItemUID ItemName Quantity LocationUID VendorUID ItemCost ItemRetail
 +
IN10-13-051501412507 VMX Router Extreme 1 LC10-13-051357561250 VN10-19-051338231876 124.55 345

Revision as of 21:30, 9 February 2015

Once you have inventory list imported, you can import stock levels.

Here are the steps:

  1. First export your inventory list with the UID. You will need this UID to properly import stock quantities
    1. Go to Utilities>Export
    2. Select Inventory table
    3. Select the following fields to export:
      1. UID
      2. Name (optional to identify the item)
      3. Number (optional, should have either item name or number to identify the items)
      4. Cost
      5. Retail1
  2. Export your warehouse locations with UID
  3. Create at least one stock value manually, see Inventory Stock Levels
  4. Export Stock as a template for importing
    1. Go to Utilities>Export
    2. Select MatDetail table
    3. Select the following fields to export:
      1. ItemUID
      2. ItemName (optional)
      3. ItemNumber (optional, should have either item name or number to identify the items)
      4. Quantity
      5. LocationUID
      6. ItemCost
      7. ItemRetail
  5. Use the Inventory Export file from step 1 to enter all the stock levels
    1. Add column LocationUID and the value from step 4
    2. Add a column Quantity and set the quantity you want to import. NOTE: This is good for initial quantity or for ADDING stock, it should NOT be used for setting stock level as this will ADD the quantity set and imported.
    3. InventoryStockImport.png


ItemUID ItemName Quantity LocationUID VendorUID ItemCost ItemRetail IN10-13-051501412507 VMX Router Extreme 1 LC10-13-051357561250 VN10-19-051338231876 124.55 345