Once we have our parts all set we can add in all of our Inventory Lines. This would be to add the specific inventory items across your different locations. Each part number can only be represented once per location.
Importing Guide
If there is no matching ID, a Inventory record is created. If the ID Matches, then the Part will be updated with data on the spreadsheet.
You can use CSV, XLS, XLSX, TSV or XML Format
You can also manually enter items to the table manually under import
If you need to Update a Part you need to use the ID Field
Select the Import Option within the Parts section
Make sure it is set to Inventory in the dropdown.
If Updating Inventory select Export Current Inventories
If doing all new items you can go and download the template to get started
Template Fields
Column Header | Example Entry | Acceptable Values/Notes |
A-Inventory ID | o7zKFtsF3K | Used for updating a part that is already in your inventory. Leave Blank if adding new parts.
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B- Name | Vacuum Pump Filter | Name of the part, text+number values
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C- Part Number | 24601 | The unique part number for the parts of your inventory line.
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D- Location Name | WHQ - Storage Room | Where the inventory of this part is located
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E- Description | Details | Any Details about the part |
F- Quantity | 15 | Number Value |
G- Cost per unit | 2 | Number Value |
H- Barcode | 53413357251 | If the part within the line has a unique barcode |
I- Area | Shelf 3 | Where within the location can the part be found |
J- Minimum Quantity | 10 | What is the minimum quantity threshold for this part |
K- Additional Part Details | Details | Any other information that could be helpful with this part |
L- Category | Filters | What type of part is this |
M- Mark Non-Stock | TRUE/FALSE | Is the Part Currently in Stock? |
N- Asset Name | HVAC 1 | Any Assets associated with this specific Inventory Item |
O- Assigned User Emails | Enter the email address for any user that should be assigned to this part
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P- Assigned Team Names | Day Shift 1 | Enter in the exact team names for any teams that need to be assigned to this part
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Q- Assigned Vendor Names | Vendor 1 | Enter the exact vendor names for any vendors you are assigning to this part
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R- Assigned Customer Names | Customer 1 | Enter the exact Customer names for any Customers you are assigning to this part
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