You can adjust instock inventory levels in RepairQ with an import file. Import file formats accepted are .xlsx (Excel), .csv (comma separated values) and .txt (tab separated values). For the best experience we recommend using .xlsx files.
To get started, navigate to Inventory Summary from your Settings navbar.
To the right of the page, you will see an Action menu (next to the plus-shaped Add icon). Select this, and in the drop down menu that follows, select the Import action.
Scroll down to the bottom of the pagn. Then click the "Inventory Import Template" button to download an Excel file with your inventory item counts, ready for changes and re-import.
The template file will include all of the catalog items filtered into the current view along with all of the columns needed to import stock changes. The current "Instock Qty" will be listed in the import file for each item, along with empty "Counted Qty" and "Adjustment Qty" columns for your convenience. The column that is used to apply inventory count changes is the "Adjustment Qty."
Columns are matched on the header name, so you must have the correct header names (as provided in the template) to successfully import the column values. The order of the columns does not matter. Any unrecognized column headers will be ignored. Only the values you wish to add or update need to be present in the import file.
Matching Catalog Items for Stock Adjustments
For each inventory adjustment, you must supply a matching inventoried catalog item. Matches are made on the following fields, in this order:
- Supplier SKU
If the Adjustment Qty is greater than zero, new inventory items are added for the catalog item and location specified. The following columns are required when adding inventory:
- Adjustment Qty
With a successful import, new inventory items are created, each with the following values from your import:
If the cost and/or price is not defined, then the new items will inherit the cost and/or price set for the catalog item.
You can set a status other than "Instock" for the new items, but if the status is not defined, the new items will default to the "Instock" status.
If the Adjustment Qty is less than zero, new inventory items are added for the catalog item and location specified. The following columns are required when shrinking inventory:
- Adjustment Qty
With a successful import, existing instock inventory items change to the status specified in your import file. If no status is specified, the items will default to the "Shrinkage" status.
If the Adjustment Qty is empty or equal to zero, then no inventory adjustments for the catalog item will occur.
When you are ready to upload your import, select your file in the import input and click the "Import" button. RepairQ will process your import file and when finished you will be redirected to an import feedback page. This page will inform you of the success or failure of each row in your import file.
Note: Some imports may take time to process. Please be patient and do not navigate away from the page.