Inventory Stocktake Import
For a detailed representation of who inventory needs to be setup and how the calculations are done, download this xls: Restocking calculation & setup.xlsx
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.
Export to Modify Existing Stocktake
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"
Exported Field Descriptions
| Field | Details |
|---|---|
| PKID | Primary Unique Identifier for the row in the database so this should not be changed or deleted (system generated) |
| Inventory Code* | Inventory Code (system generated) |
| Description | Inventory Description (system generated) |
| Date | Last Edited Date |
| Time | Time of Stocktake count |
| Stocktake Ref No | Reference No (An integer) |
| Qty Count | Stocktake count in QTY |
| Qty Weight | QTY in weight |
| Qty Stocktake | Current Stock Level |
| Unit Cost | Last Purchase Price @ Average cost method |
| 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). |