Bulk Stock Qty / Cost Updates

How to use the Master Part Import/ Update feature to update Stock Costs & Quantities in Bulk

Steps:
  1. First generate an Export Stock Room Detail report from Master Parts

     
    1. Choose Filter : Has Stock Qty -> Yes
    2. Remove Stock Room Filter (Chooses all Stock Rooms)
    3. Generate the report
  2. Make sure of the following:
    1. Each Master Part ID/ ID matches one Part # / Description
    2. Ensure each Stock Room ID matches the corresponding Stock Room Name
    3. Ensure each repeating Master Part ID row has a Unique Stock Qty ID

    Update the Qty and/or StkCost fields to reflect accurate cost & quantities. (you could also do this for stock retail, but it using the Parts Matrix that is not applicable to you).

    See Below:

  3. Input / load the updated file into the import section.
    1. Select Config ⚙ -> Import Data
    2. Action  -> Import data from a file
    3. Import Type -> Master Parts
    4. Update Type -> Update Existing Records Only
    5. Drag & Drop the update file or select from file system

      See Below:


  4. Align column headers, load and thats it!