Overview

To update or import inventory in bulk, use the CSV import feature. This method is helpful for first-time imports or when working with large product sets.

Instructions

Export Inventory

1. Go to Products > Inventory > Inventory Adjust | Count from CSV.
2. Click Export Current Inventory to download a CSV of your current inventory. This file matches the format used for re-importing updates.

   

Edit the CSV

3. Open the file in Excel. Use the New QTY column to enter inventory changes.

   

   To schedule changes, update the Date column. Use the format: YYYY-MM-DD.

   Inventory Count

   

   Enter new counts in the New QTY column. This value replaces the existing inventory for the specified date. Leave it blank to retain the current quantity.

   Inventory Adjustment

   

   • Use a positive number to add units (e.g., +2).
   • Use a negative number to subtract units (e.g., -2).
   • Leave blank or enter 0 to make no changes.

Import the File

4. Return to Inventory Adjust | Count from CSV and configure the following:
   • Product Class – The product class you want to update.
   • Distribution Centre (DC) – Required to specify location.
   • Adjustment / Count – Choose one:
     • Adjustment – To add or subtract quantity.
     • Count – To set a specific total quantity.
   • Adjustment Reason – Select a reason if performing an adjustment.
5. Click Choose File to upload your CSV.

   

6. Click View CSV File to preview the upload.

   

7. Review the details and click Submit Inventory Adjustments to apply changes.

   

Error Handling

If your file contains errors, a message will display instructions to fix them.

Common Issues

1. Missing Product ID
2. Date format is incorrect (must be YYYY-MM-DD)
3. File format is not CSV
4. Column structure doesn't match template

Tip: Re-export the inventory file to get a valid template if needed.