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Inventory Stocktake Import
Step 1: Download our inventory
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"Stocktake template file" or Export to modify existing stocktakes
Start by downloading our inventory stocktake XLSX (Microsoft Excel Spreadsheet) template file. This file gives you a good base to start with that you can modify to fit your requirements.
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Step 4: Import the updated template file
Here are the list of worksheets that available to be imported :
Note: Please select maximum 4 Sheets at a time.
Export to Modify Existing stock-take
Once your stock is added for the first time it is just a matter of editing the stock when completing a stock take.
- Export This sheet
- under "Stocktake Template File"
- Select the Inventory group you wish to record stock for
View Previous Stocktakes
Once your stock is added you can view your previous stocktakes.
Export this sheet under "Previous Stocktakes"
Field Descriptions
| Field | Details |
|---|---|
| PKID | Primary Unique Identifier for the row in the database so this should not be changed or deleted |
| Inventory Code* | Inventory Code system generated |
| Description | Inventory Description |
| Date | Last Edited Date |
| Stock Take Ref No | |
| Qty Count | Stocktake count in QTY |
| Qty Weight | QTY in weight |
| Qty Stock Take | |
| Unit Cost | |
| Location Code | Where this item was located in warehouse |
| Operation | The Operation should be Blank, A(Add item), E(Edit item) or D(Set item Inactive). |