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.
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.
Importing Inventory Locations and 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.
Before you get down to uploading stock records, you should import parts to your catalog.
⦿ How to Upload Stock Records
- On the Locations tab, click Download, and select the Stock Records Template option.
A blank template for adding parts to locations is downloaded to your device. - Open the template, provide the required information, and save the file.
- 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.
- 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 reupload your file.
When no errors are found, click Done.