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In the upper-left corner of the Locations tab, you can find the Upload and Download buttons that allow you to import and export inventory information.

List of inventory locations in Inventory Manager

Exporting Inventory Locations and Stock Records

Use the Download button on the Locations tab to export the following:

  • Stock records. The downloaded file contains the list of all parts that are stored at each of your inventory locations.
  • Inventory location details. The file includes the list of all inventory locations with such details as the location number, name, and type. No parts info is available in this file.
  • Stock records template. This is a blank Excel template for adding parts to inventory locations.

Download button for exporting inventory locations and stock records data

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Importing Location Stock Records

Use the Upload button on the Locations tab to add stock records to inventory locations — in other words, to add information on parts that are stored at inventory locations.

Note

Before you get down to uploading stock records, you should import parts to your catalog.

Tips and Best Practices

Here are a few tips and best practices regarding stock records. Take a moment to look over these tips to ensure you upload stock records correctly.

Click the plus icon to view the tip in detail. 

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titleAlways check the upload results file.

Tip

After you have uploaded the stock records template, always open the results file even if the upload has been successful and has shown no errors. Review the results file to ensure that all the stock records have been created.




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titleSpecify the Area, Aisle, Shelf, and Bin for your parts.

Tip

When you create or update stock records, fill out the following fields for your parts:

  • Area
  • Aisle
  • Shelf
  • Bin

Adding this information helps you and your providers minimize the time spent looking for the required items within your inventory location, especially when it comes to large inventory locations, such as warehouses. 





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title⦿ How to Upload Stock Records
  1. On the Locations tab, click Download, and select the Stock Records Template option. 
    Drop-down list that opens when you click the Download button on the Locations tab
    A blank template for adding parts to locations is downloaded to your device.
  2. Open the template, provide the required information, and save the file. In the screenshot below, you can see which columns are mandatory (highlighted in orange) and which ones are optional.
    MS Excel template for adding parts to locations
    1. Location Unique ID: You don't need to fill out this column.
    2. * Store #: Identification number of the location (location ID) where you want to add a part.
    3. * Is Truck?: If your inventory location belongs to the Truck type, enter TRUE in this column; if your location is not a truck, enter FALSE.
    4. * Part Number: Enter the part number as it appears in your parts catalog.
    5. * Qty: Enter the on-hand quantity of the part at the location.

    6. Unit Price: Enter the part price.

      Note

      Please note that entering the unit price is not a requirement anymore.


    7. Max Quantity: Enter the maximum number of a part that should never be exceeded at the location.
    8. Min Quantity: Enter the least number of a part that should never fall below at the location.
    9. Area: Specify the area within your inventory location where the part is stored.
    10. Aisle: Specify the aisle within this area where the part is stored.
    11. Shelf: Specify the shelf where the part is located.
    12. Bin: Specify the bin the part is placed into.
  3. Click Upload. The Upload Stock overlay appears where you can either drag and drop the completed template or browse to choose the file from your device.
    Overlay for uploading the template with stock records
  4. (error) Should errors be found in your file, upload the results file with errors, and check the last column in the file. Correct the errors, and re-upload your file.
    (tick)     When no errors are found, click Done.


Info

For any reports and templates downloaded for viewing and/or adding information for uploading into Service Automation, items such as decimal separators, date & time formats, currency codes and address forms displays based on your computer settings if the format is Excel (.xls) and if it is a CSV file (.csv), then ServiceChannel settings takes precedence.

If the Currency Code Support feature is enabled, a currency field is added to reports and templates. If the Localization Address Format feature is enabled, headers and values are updated with the specific country’s address format for Excel (.xls) and CSV(.csv) only headers are affected while headers and values are affected for a PDF (.pdf). 


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