How to use the Master Part Import/ Update feature to update Stock Costs & Quantities in Bulk
Steps:
- First generate an Export Stock Room Detail report from Master Parts
- Choose Filter : Has Stock Qty -> Yes
- Remove Stock Room Filter (Chooses all Stock Rooms)
- Generate the report
- Make sure of the following:
- Each Master Part ID/ ID matches one Part # / Description
- Ensure each Stock Room ID matches the corresponding Stock Room Name
- Ensure each repeating Master Part ID row has a Unique Stock Qty ID
See Below: - Input / load the updated file into the import section.
- Select Config ⚙ -> Import Data
- Action -> Import data from a file
- Import Type -> Master Parts
- Update Type -> Update Existing Records Only
- Drag & Drop the update file or select from file system
See Below:
- Align column headers, load and thats it!