Solution Properties
Solution ID:
240304191549717
Last Modified Date:
Mon Mar 04 19:15:49 UTC 2024
Taxonomy Path:
Case category//How do I...//processing
Author:
sageadmin
How to import stock adjustments
Description

This article shows how to record all stock adjustments in one CSV file and updating stock levels in a single import.

Cause
Resolution

Things to consider

  1. The CSV file headings must exactly match those in our CSV template.

  2. Download our template to ensure correct column names and formats.

  3. Choose to increase or decrease stock quantities. To decrease, enter a negative number (for example, -6).

  4. You can’t import adjustments that result in negative stock.

    •  EXAMPLE: You can’t decrease the quantity by 6 if only 5 are in stock 

  5. When increasing stock, you must include a cost price.

  6. Leave the date column blank to apply today’s date.

Download the CSV file template

  1. From Products & Services, select the drop-arrow next to New Item.

  2. Select Import Stock Adjustments.

  3. Select the Template CSV File link to download it.

Prepare the CSV file

Use 1 of the following methods:

  1. Enter the data directly into the template and replace the sample values with your stock adjustments.

  2. Modify your existing CSV file to match our template by:

    • Updating column headings to match the template

    • Ensuring all required fields uses the correct format

    • Verifying that the number, text and character limits follow the template rules

    • Filling in all Mandatory columns

Check the template headings and formats

Use the table below to check the format in your file is correct.

Remember that the header row in your CSV file must use the same headings as shown in the Column heading in the table.

  Column Heading Format Mandatory Notes
A Item Code Text and numbers Yes The code must match an existing active stock item.
B Adjustment Quantity

Number

(max. 2 decimal places)

 Yes

Enter the amount to adjust the quantity by.

Use -(minus sign), to decrease the quantity in stock

You can’t import the file if

  • the quantity is 0 (zero).

  • decreasing the quantity makes the stock level negative. For example, if you have 5 in stock and you try to decrease the quantity by 6.

 
C Cost price

Number

(max. 2 decimal places)

 Yes - if you increase the quantity.

Enter a cost price when you increase the quantity.

If you decrease the quantity, leave this blank.
D Date

Number

DD/MM/YYYY

 Yes

Enter the date using numbers and slashes, such as 12/06/2023 for 12 June.

Leave the date is blank to use today's date.
E Reason

Text

(Max. 50 characters)

 Yes We automatically set the reason to Other and enter the text provided here.

Import your stock adjustments

  1. From Products & Services, select the drop-arrow next to New Item.
  2. Select Import Stock Adjustments.
  3. Select the Upload Your CSV File link.
  4. Browse to your file, then select Open.

 

Steps to duplicate
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