How To: Import Inventory Adjustments

Inventory item quantities can be adjusted 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.

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On the right of the page, you will see an Option menu (next to the plus-shaped Add icon). Select this, and in the drop down menu that follows, select "Import".

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Clicking "Import" will expand more options at the bottom of the page. Under "Import Inventory Stock Changes," click the "Inventory Import Template" button to download an Excel file with your inventory item counts, ready for changes. 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. 

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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."  

 

Import Rules

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, but we recommend keeping them the same as your export.) 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, the entry must correspond with a matching inventoried catalog item. Matches are made on the following fields, in this order:

  • SKU
  • Supplier SKU
  • Name
  • UPC

 

Adding Inventory

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 (The amount that you will be adding into inventory)
  • Location
  • Supplier
  • Condition
  • Serial Number (if the item is serialized)

Tip: If you are uploading multiple quantities of the same, serialized item, you can enter the serial numbers, separated by a comma - no spaces, into the same cell. e.g. (12345,67890,24680)

With a successful import, new inventory items are created, each with the following values from your import:

  • Supplier
  • Carrier
  • Cost
  • Price
  • Status
  • Condition
  • Note

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.

Tip: 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 "Instock." 

 

Shrinking/Updating Inventory

If the Adjustment Qty is less than zero, new inventory items are subtracted for the catalog item and location specified. The following columns are required when shrinking inventory:

  • Adjustment Qty (a negative number equal to your adjustment)
  • Location
  • Serial Number (If a serialized item)

With a successful import, existing in-stock inventory items change to the status specified in your import file. If no status is specified, the items will default to the "Shrinkage" status.

 

Ignored Items

If the Adjustment Qty is empty or equal to zero, then no inventory adjustments for the catalog item will occur.

 

Import Feedback

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, based on the size of file. Please be patient and do not navigate away from the page.

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1 Comments

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    Michael St John

    followed directions and adjusments still not working

     

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