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Importing Stocktaking Items

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To import products to do stocktaking

  1. Select “Inventory” from the navigation menu.
  2. Select “Manage Stocktakings“.
  3. Click the button “New” to add a new Stocktaking.
  4. Click the button “Do Stocktaking“.
  5. Input the stocktaking details following the tutorial “Doing Stocktaking“.
  6. Click the button “Import” to import products to the stocktaking.
    • Click “Choose File” to browse your device and upload file.
      • Make sure it’s a .CSV file.
    • Select “Delimiter” from drop-down menu.
      • Comma Separated
      • Semi column Separated
      • Tab Delimited
    • Import First Row: Option to tick the checkbox incase you wish to import the first row in the file.
  7. Click “Next Step“.
  8. Map the system fields’ onto their correspondent column headers in the imported file.
    • Product: Select “A” from the drop-down menu if “Product” is in column A in the file.
    • Unit Name: Select “B” drop-down menu if the item’s “Unit Name” is in column B in the file.
    • Physical Count: Select “C” drop-down menu if the item’s “Physical Count” is in column C in the file.
        • Note that columns with the same name are mapped automatically.  
      • Check the checkbox “Ignore Errors while Importing” to ignore missing data. 
  9. Click “Import“.
    • You’ll get a Result-view of the records imported successfully and the records that failed to be imported (in case there were any).
  10. Go back to the stocktaking to view the imported products.
  11. Click “Done“.
    • You will view all the Stocktaking details; selected products, physical and system count, and shortage or overage according to comparison.
      • Click “Adjust” if you wish to allow the system to automatically manage stock shortage or overage.


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