Click IMPORT button to import your stock takings. This is typically useful if you have recorded stock takings in excel sheet.

1. Import excel sheet)

Click IMPORT STOCKTAKING DATA to upload the data.

Instructions on excel sheet format is shown below-

The excel sheet should contain columns for date, name, type, quantity and unit.

The below shown excel sheet format can be exported from INSIGHTS -> LIVE INVENTORY or click here for detail.

Example 1: Sample excel sheet

2. Map the columns )

Here you have to map the columns in the sheet to the fields required by our software.

You have to select the required column name from the dropdown and then map it with the columns present in your excel sheet

3. Validate the data)

Here you can confirm the date format of your excel sheet and type of stock taking by using dropdown.

Click Validate to confirm.

4. Submit data)

After the validation, you see a message for the successful completion of validation and also the system detects the number of valid rows in the imported data.

As shown above, 97 rows are found to be valid by the system.

Click Submit Data to submit.

5. Status and Reason)

After the successful submission of data, the system displays the status of each row as success/error and also displays the relevant reason for "error" status.

Example 1: Success status

Example 2: Error status

As shown in above example, "Teacher's" is not found in the SKU and hence that row is considered as a error. This error might be due to non entry of purchase for "Teacher's". Similarly, non entered recipes stocks will not be imported and system displays the error for such rows.

Note: Make sure that all SKUs and recipes are entered before making a stock taking.

System also provides a excel sheet for this rejected data.

Example 3: Sample Excel sheet

In case if the excel sheet is not downloaded automatically, you have an option at the top to download.

6. Imported Stocks will be listed in the page)

Click on Go to stocktaking list to view the imported items.

7. Update Category )

You have an option to tag the stocks under the required category by selecting the imported stocks as shown below.

Click Update Category to categorize the stock taking

Select the required tag and click Update

Now you see the stock is categorized.

Was this article helpful?
Thank you!