Inventory Stocktake Import
Step 1: Download our inventory 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.
Step 2: Modify the template
Using Excel or another spreadsheet editor, modifying the BUZ template to fit your requirements.
The values can then be edited in the spreadsheet. Columns to the left of the Operation column cannot be deleted and additional columns cannot be inserted. If additional columns are required these need to be to the right of the Operation column.
The PkId is the Primary Unique Identifier for the row in the database so this should not be changed or deleted and do not copy this when duplicating the row to create a new item. It must be blank when Operation = A and contain the exported value for Operation = E or D
The Operation should be Blank, A(Add item), E(Edit item) or D(Set item Inactive).
Step 3: Upload an excel document
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.
| 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). |