Now that Products and Warehousing rates are set up it is an appropriate time to load the physical stock currently in your warehouse into CartonCloud.
In CartonCloud bringing stock that is arriving into the Warehouse into the system is usually achieved by creating a Purchase Order, however, when you use a Purchase Order, any associated inbound charges will be triggered, and since you already have stock in your warehouse this is likely not desired for the initial setup.
Instead, we will be using the Import Stock feature, which brings stock into the warehouse without generating inbound charges for it.
To use the Import Stock feature, navigate to the Purchase Orders page by selecting Warehouse in the main menu, then Purchase Orders in the drop-down menu.
Once on the Purchase Orders page, select the More button, followed by Import Stock.
The Import Stock feature will require you to import a CSV file with the stock's details filled out within each column.
To begin, you will need to select Download Sample Data. This will download a sample excel file with a format you can follow.
In the CSV file provided, fill each row for the stock you wish to import. Please note that you must use exactly the same Product Code and Product Name provided during the Product setup, otherwise, it will not be able to match up the imported stock to a Product record. If you are unsure what the product_name or product_code recorded is, it's best to refer back to the Products page in an extra tab of your browser.
Warehouse locations can either be allocated directly in the spreadsheet or left blank and allocated later when processing the generated Purchase Order.
Once the spreadsheet is complete, save it to your computer and go back to the Import Stock page. Then select Choose file and choose the CSV file you just saved.
Finally, select the customer the product belongs to and click Upload File.
Provided the import was successful, a result page will display in the browser and a purchase order will be created for the new stock.
Including Custom Fields within the Import File
If you have Custom Purchase Order Product fields set up for the Products you are importing it is possible to include the data for those fields within the file.
To do this you will need to create a new column and name it "custom_field_x" where x is the number of the custom field you wish to include.
In the example shown below, you can see we have included "custom_field_1" as a new column in the spreadsheet to match the Custom Field 1 created to store the Batch number.
The batch number for each product can then be stored in each row below that column. In the example provided "134235" will be stored as the Batch number for the stock with the product name "Red Cordial 1L Bottle".