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How can I import Stock Takes?

It is possible to import a product Stock Take using the Depot Stock Take screen and a CSV.

Written by Emma Kelly
Updated over a month ago

Overview

This article can help you to import Stock Takes by following the steps and advice further down the page.


How to create a stock intake export

Firstly, create a stock intake export by following the steps below:

  1. Open Excel

  2. Enter the product code in column A

  3. Enter the Quantity in column B

  4. Repeat on a new row for each stock take line

  5. Save the file as a csv

๐Ÿค“Tip: The spreadsheet should have no headers (the first stock take line will be on row 1)


To import the file

Next, the file needs to be imported by following the steps below:

  1. Expanding the Depot menu on the left-hand side

  2. Double-click on your required Depot

  3. Click on Stock Take

  4. Click on the button Import Products (opt.)

  5. Select your spreadsheet, click Open

๐Ÿ“ŒNote: If this is the first time you have used this system, it is recommended that you update 1 product only as a test (making a note of the original stock level) to make sure the system is updating as you require.

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