This article provides instructions on how to create an Excel file with inventory items that can be uploaded through the web interface. Inventory items can be imported via Excel only in the web interface; importing from Excel is not available in the desktop application.
By importing from Excel into inventory items, you can create new items as well as update existing ones.
To get started, we recommend first reading the article on Excel imports in the web interface.
Inventory
As with document records in Flexi, importing inventory items requires that an inventory header already exists. You can find out how to create such an inventory header in our guide.
The header should include at minimum the start date and the status of the inventory. The inventory type (i.e., its name) is optional.
Inventory Items
For the actual import of inventory items, only the following three columns are required. The machine names of the columns are shown in parentheses. If the columns in your Excel file are named accordingly, they will be automatically identified during import.
It is essential that the import is performed from within the inventory itself (in the items section).
Price list code (cenik)
References the code (identifier) of the price list item.
Warehouse code (sklad)
References the code (identifier) of the warehouse.
Note: Based on the selected price list item and warehouse, the corresponding stock card will be selected automatically in the background.
Actual quantity (mnozMjReal)
Specifies the quantity actually in stock.
Subsequent document generation creates the difference between the system quantity (as recorded in Flexi) and the actual quantity.
All properties of the inventory items record can be found at:
https://demo.flexibee.eu/flexi/demo/inventura-polozka/properties
In the web interface, it is of course possible to add more columns. However, the easiest way to determine the format of individual fields is to use Export to Excel for all required columns in a format suitable for import into Flexi.
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Importing Inventory Items
We will now walk through importing a file containing new inventory items. If you want to modify existing items, use the ID field (i.e., column).
The option to import inventory items can be found in the items section within the inventory detail view. The exact location is shown in the screenshot below.
The import must be performed from within the inventory, not from the inventory items agenda.
The Excel import provides a file selection window that opens when you click the upload field. You can also drag and drop a file into the same field.
The Excel file should be formatted as follows:
Once the Excel file is set up this way, drag it into the import field mentioned above. Thanks to the correct column naming, the columns will be automatically identified in Flexi.
All that remains is to run a test import. This is a "dry run" import — nothing is actually imported yet, but you will be notified of any errors in the import file.
The test result is always displayed as shown above. If everything is in order, one final step remains — the actual live import.
The import result looks the same as the test result. The difference can be seen in the newly imported inventory items (on the left side).
Once the inventory items have been imported, you can proceed to the next steps that follow the import. These may include updating the system quantities and generating inventory discrepancies. More information is available in our guide.