WEBVTT

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With stock import, you load or adjust a warehouse's stock all at once, from an Excel file.

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It's useful, for example, for the initial load when you start operating,

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or to record an inventory count.

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It's in the WMS app, and it's used by people with the import stock permission,

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such as the stock manager.

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The process has five steps:

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you download the template, fill it in, upload it,

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the file is processed in the background,

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and you get an email with the result. Let's take a look.

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This is the WMS Stock screen.

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Next to the export button is the button to import stock from Excel.

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Only users with the import stock permission can see it.

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Tapping it opens the import dialog.

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First you choose the warehouse;

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if you only have one, it's already selected.

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Then you choose the store that owns the stock.

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The Replace stock switch is off:

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by default, quantities are added.

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The question mark explains the difference;

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we'll see it later with an example.

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With Download template you get the sample Excel file.

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The Stock sheet has nine columns:

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SKU, barcode, name, description, image, location, quantity,

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lot and expiry date.

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The second sample row has two barcodes in the same cell.

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Sample rows are ignored when importing.

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The Instructions sheet sums up the rules in eight points, so you have them at hand while you fill in the spreadsheet.

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This is what a completed spreadsheet looks like.

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Each row is a product in a location.

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The product is looked up by its SKU and its barcodes.

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If it doesn't exist, it's created, and in that case the name is required,

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like the mate gourd and the thermos.

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The location has its levels separated by semicolons:

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zone, aisle, rack, shelf and bin.

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A, 03, 2, B is zone A, aisle 03, rack 2, shelf B.

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If the location doesn't exist, it's created automatically.

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A positive quantity adds stock and a negative one subtracts it.

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Lot and expiry date are optional.

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A product can have several barcodes:

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they go in the same cell, separated by semicolons.

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The mate gourd is new and is created with its two barcodes.

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The yerba mate already existed with the first one, so the second one is added.

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A barcode is never deleted, and if one already belongs to another product, the row isn't applied.

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Back in the app, you choose the file and tap Import.

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The file is processed in the background:

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you can keep working, and when it's done you get an email with the result.

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When it's done, you get this email.

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It shows the store, the warehouse and how many rows were applied:

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five. Two products and four locations were created,

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and a barcode was added to the yerba mate.

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Below is each row with an error:

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row seven is a new product without a name,

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and row eight gives the T-shirt the thermos's barcode.

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You fix them and import just those rows again.

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If you upload the same file again, the app recognizes it and tells you when it was imported.

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The warning is there because quantities are added:

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applying the same file twice would double the stock.

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If you really want to apply it again, confirm with Import anyway.

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If it was a mistake, tap Cancel and nothing is applied.

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To set the final value instead of adding, turn on Replace stock.

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For example, if a location has ten units and the row says five:

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adding leaves fifteen; with Replace stock, five remain.

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In replace mode, negative quantities aren't accepted,

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and anything not in the file is left untouched.

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Use it carefully, because those adjustments aren't undone automatically.

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You can see the result on the Stock screen:

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the mate gourd and the thermos that were created show up, along with the updated quantities.

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And in Stock Movements, each applied row is recorded as an adjustment with the note WMS

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stock import and the import number, so you can trace everything that file changed.

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In short: you download the template, fill in one row per product and location,

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choose whether to add or replace, and the result arrives by email.

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Every change is recorded in Stock Movements.