Difference between revisions of "Import Stock"
Jump to navigation
Jump to search
(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...") |
|||
Line 3: | Line 3: | ||
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:
- 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
- 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
ItemUID ItemName Quantity LocationUID VendorUID ItemCost ItemRetail
IN10-13-051501412507 VMX Router Extreme 1 LC10-13-051357561250 VN10-19-051338231876 124.55 345