Before you start
Make sure:
- The stock information has been prepared in a suitable import file.
- The required contract already exists in Warehouse.
- The SKUs included in the file already exist against the contract.
- The quantities and stock information in the file have been checked.
- You know whether the stock should be made available for picking once it has been received.
1. Upload the stock file
Open the Uploads area and select Upload.
Complete the upload information:
| Field | Description |
|---|---|
| Contract | Select the contract the incoming stock belongs to. |
| Note | Enter a description to help identify the upload later. |
| File | Select the file containing the stock information. |
Select the required file and then select UPLOAD.
Select YES when asked to confirm.
The file will appear in the Uploads list once it has been uploaded
successfully.
2. Create a Goods Inwards import
Return to the Uploads area and select New Import.
Select Goods Inwards as the import type.
Then select the stock file uploaded in the previous step.
Select YES when asked to confirm the file.
Warehouse will load the file contents ready for the columns to be mapped.
3. Map the file columns
Map each column in the uploaded file to the corresponding Goods Inwards field in Warehouse.
Review each column carefully before continuing.
Depending on the stock being imported, your file may contain information
such as:
- SKU
- Quantity
- Location
- Lot or batch information
- Serial-number information
- Expiry information
4. Remove the header row
If the first row of the file contains column headings, remove it from the
import data.
This prevents the headings from being processed as stock information.
5. Review the stock before importing
Check the import data before continuing.
Confirm that:
- The correct contract was selected.
- The correct file has been loaded.
- The SKU information is correct.
- The quantities match the stock being received.
- The columns are mapped to the correct Warehouse fields.
- The header row has been removed where required.
6. Perform the import
When everything is correct, select PERFORM IMPORT.
Select YES when asked to confirm.
Warehouse will validate the file and attempt to import the stock.
7. Correct any import errors
If Warehouse finds a problem, an error message will be displayed.
Select OK to close the message.
Find the affected row or field in the import table and correct the value.
Once corrected, select outside the field to confirm the change.
Then select PERFORM IMPORT again.
8. Confirm the import
Once all errors have been corrected, perform the import again.
Warehouse will display a confirmation when the stock has been imported
successfully.
Select OK.
A Goods Inwards batch has now been created for the imported stock.
9. Verify the batch as received
After the import has completed, go to:
Inventory → Manage Batches
Find the batch created by the stock import.
Right-click the batch and select:
Verify as Received
10. Choose whether the stock should be pickable
When the batch is verified, Warehouse will ask whether the stock should be
made available for picking.
Select YES if the stock is ready to be allocated to customer
orders.
If the stock should not yet be used for picking, do not make it available
until the required warehouse checks or processes have been completed.
11. Check the imported stock
Once the batch has been verified, go to:
Inventory → Manage Inventory
Find a selection of the imported SKUs and confirm that the stock has been
created correctly.
Check that:
- The correct SKUs have been imported.
- The quantities are correct.
- The stock belongs to the correct contract.
- Any locations or additional stock information are correct.
- The stock is available for picking where required.
What happens next?
The imported stock is now recorded in Warehouse.
If the batch was verified and the stock was made pickable, it can now be
allocated to customer orders.