Transferring Stock Quantity Records from One Stock Room to Another

Bulk transfer large quantities of inventory items from one Stock Room to another without hours of data entry.

If you have a set of items in inventory that you want to move from one stock room to another in bulk, you can use the data import tool found in the Configuration section of EBIS. This can be done by exporting the Master Parts Stock Room Detail Report, changing the Stock Room values in the spreadsheet to the desired location, then re-import into EBIS.

From there, you’ll need to clear out the Stock Quantity records in the original city, and this article will cover that process as well.

Step 1: Export data using the Master Parts Stock Room Detail Report.

1. Go to Master Parts and select the originating Stock Room from the dropdown
2. Go to Reports > Export Stock Room Detail
   1. Has Stock Qty = Yes
   2. Stock Room = (Originating Stock Room)
3. Select View Report and export as an XLSX

Step 2: In Excel, filter the data, then copy/past the necessary columns into a new spreadsheet.

Start by narrowing down your selection using the filters in Excel, then copy and paste these columns into a new spreadsheet:

• C: PartNumber

• D: Description

• BF: StockRoom

• BG: LocationGeneral

• BW: StkQtyID

• BX: Qty

• BY: StkCost

• CB: StkRetail

• CC: Location

Step 3: Change the Stock Room values and export as an .xlsx file.

1. Change all the values in the StockRoom column to your desired Stock Room. For example, if you're transferring from Stock Room A to Stock Room B, all the rows in the StockRoom column must be changed to Stock Room B.
2. Make sure the spelling matches the Stock Room in EBIS exactly to avoid creating a new Stock Room when importing.
3. Export or save the file as an .xlsx file.

Step 4: Import the spreadsheet and match columns to EBIS.

1. Take the .xlsx file and import into EBIS:
   1. Go to Config > Getting Started > Import Data
   2. Action > Import data from a file
   3. Import Type > Master Parts
   4. Update Type > Update Existing Records Only
2. Drag your spreadsheet file into the uploader and use the Match Columns section to make sure all the relevant columns above have a destination within EBIS (see Critical Note below).
3. Select Import and wait for the confirmation message. Go back to Master Parts and review the changes by toggling through the different Stock Rooms to ensure the quantities are correct.

Step 5: Clear existing Stock Quantity records from the originating Stock Room.

1. Re-open the spreadsheet file you just imported.
2. Update all the quantity values in the Qty column to -99. This will override the stock quantity value to 0. They must be entered as -99 since entering 0 will do nothing.
3. Update all the values in the StockRoom column to the original Stock Room name. For example, if you just imported inventory into Stock Room B (the new Stock Room), you would populate all the rows of this column with Stock Room A (the originating Stock Room).
4. Save the file as an .xlsx and follow the same import instructions above, the only difference this time is to match the MasterPartStockQtyID or StkQtyID (see Critical Note below).
5. Be sure to double-check that all columns have matched.