IN THIS ARTICLE

• Uploading inventory in bulk: Overview
• Text Guide
  • Navigating to the inventory page
  • Uploading inventory in bulk

Uploading inventory in bulk: Overview

Once an entity has been set up, inventory can be added to the entity and also to multiple entities at once in bulk. It is cumbersome to add materials to entities individually, hence the bulk upload feature has been made available

TEXT GUIDE

Navigate to the inventory page

1. Click on the Setup tab and then on the Inventory sub-tab

2. Download the bulk upload template by clicking on Download data file format for inventory

3. In the excel template, enter the details of the inventory to be added

a. In column A enter the code for the operation being performed. Add, Edit and Delete are the available options.

b. The name of the entity to which inventory is to be added is entered in column B

c. The name of the materials to be added is entered in column C

d. The minimum stock threshold to be set for the materials is entered in column D

e. The minimum stock threshold to be set for the materials is entered in column E

f. The consumption rate is entered in column F. The unit for consumption should be set prior to uploading inventory

4. After the excel template has been filled, click on Choose File and select the template that has been filled out

5. Click on the Upload button

6. On the confirmation popup that appears, click OK

7. A banner now appears on the screen indication that the bulk upload has been executed successfully