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CSV File Import for Rolling Stocktake

CSV File Import for Rolling Stocktake

Preparing the CSV file

Edit the stock list file that you want to use for the bulk SoH update so that it matches the format below:

  • The column names and positions must match exactly. For example, Barcode must be in column A, and columns B, C and D must be left blank.

  • The value in the SOHInUnits column should be the stock on hand (SoH) you want to update to.

  • Save the file in CSV format.

image-20260722-102659.png

 

Importing the CSV file

  1. Start the Rolling Stocktake function and select CSV File Import.

    image-20260722-102743.png

  2. Select the CSV file prepared in Step 1.

  3. Click OK on the stocktake date message.

    image-20260722-102938.png

  4. Click Yes on the next prompt.

  5. When prompted for the stock location, click OK. Your default stock location should already be selected.

    image-20260722-103034.png

  6. Select Yes when asked whether to save SoH as whole packs.

    image-20260722-103111.png

  7. Select No when asked whether to zero out all SoH.
    Important: Selecting Yes will set the SoH for the entire store to zero.

    image-20260722-103143.png

     

  8. The stocktake import will start. Wait for the process to complete.

    image-20260722-103225.png

  9. Once completed, a summary message will be displayed. In my sample file, 3 items had different SoH values compared with the database, so the summary confirmed that 3 SoH values were updated.

    image-20260722-103255.png

  10. You can then check the Stock Cards to confirm that the SoH values have been updated according to the imported CSV file.