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Importing Inventory Items - WUI

How to Import Items into a Stock Count Using Excel

Written by Petr Pech

If you have many items that you need to add to a stocktake, you can use the web interface. It lets you import an Excel spreadsheet directly into the stocktake items.

Creating a stocktake

The Excel spreadsheet must contain 3 columns:

  • inventura.id

  • cenik

  • stav

To find the stocktake ID, open the Stocktakes menu and create a stocktake by clicking the New button.

Fill in the stocktake details, but leave the items empty:

You can now find the stocktake ID by right-clicking the column headers and selecting Column settings:

Then add the ID column and read the stocktake ID from it (in our case, it is the number 2):

Preparing the Excel spreadsheet

Now we can prepare the Excel spreadsheet and name the columns as follows:

The columns must be named exactly like this, and don't forget the ".id" suffix in the inventura.id column name.

The ceník column contains the product code from the price list.

The stav column contains the actual (counted) quantity. You do not need to import the system quantity; it is filled in automatically based on the stock cards.

Importing into Flexi

Now that the stocktake has been created and the import file is ready, open the stocktake you created again, click the ... button (More functions) next to the items, and select Import from Excel:

Next, select the Excel file that you saved to a folder on your computer:

Then fill in the form as shown below and select Test import:

If everything is set up correctly, the program will inform you that everything is in order, and you can click Import:

You will also receive a message when the import is complete, and the items will be added to the stocktake:

And the import is done :)

You can now continue with the stocktake by following this guide: Stocktake - WUI | ABRA Flexi (flexibee.eu)

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