Search our Help.

Import Stock Counts

Follow

Summary:

For a physical stock count, you can import a list of your products and stock counts and have them show up in the related stock count.

Read the following topics to understand the correct process details and avoid common errors:

Platform:

  • Unleashed on Browser
  • Microsoft Excel

Points to Note:

  • The Stock Count Number must exist and the status must be In Progress. For more information, see Create Stock Count and Create Stock Count Entries.
  • The product code must be for an existing product in Unleashed.
  • You must enter valid values for all columns in the template.

Steps:

1. Navigate to Inventory>Transactions>Stock Counts

mceclip0.png

2. Click Import Count

mceclip1.png

3. Click Download Stock Count Template File.

mceclip2.png

4. Enter data in the template format. For field definitions, see Import Stock Count field definitions.

mceclip3.png

5. Save the file.

6. Drag and drop the file or click to upload.

mceclip5.png

You can always double-check a file has been imported via the 3 parallel lines next to your name in the top right-hand corner of the screen.

Was this article helpful?
0 out of 0 found this helpful