How to add Stock Opening Balance by Batch (use CSV File)

This step is to be performed after you have created the product and stock code. If you have not created the product and stock code yet, please refer to How to add NEW stock/product via terminal or How to add product via web.

Below is the summary steps:
1. Download the stock movement file template.
2a. Open the file template in Excel. You need to enter the Stock Code (in column A) and opening balance Quantity (in column B).
2b. Once done, save the file type as CSV (comma delimited) file format.
3. Go to Material Maintenance --> Stock Maintenance --> Stock Adjustment, Transfer - Batch Upload
4. On item 2, select Type --> Opening Stock
5. Browse the file that you have save earlier in step 2.
6. Then, click Upload. If successful, a successful message will appear on screen.
7. To check the stock balance status, you can check at Report --> Stock Balance and Stock Movement.

Below is the detail steps by steps

Step 1 - Login to merchant website.

Step 2 - Then, go to Material Maintenance --> Stock Maintenance --> Stock Adjustment, Transfer - Batch Upload screen.

Stock Adjustment, Transfer - Batch Upload screen

Step 3 -  Click on the "Download Stock Movement Template". Save it into your computer.

Step 4 - Open the Template in Excel. There is only 2 column to fill up. Stock Code in column A and the opening balance Quantity in column B.

Note: If you are unsure how to get the stock code list, you can go to Material Maintenance > Stock Maintenance > Stock Code. Click search to display all code or search the code number or Export to Excel.

Template Layout with sample data

Step 5 - Once you have prepared the list, save the template as CSV (Comma Delimited) file type.

Save As CSV file type

Step 6 - Then, go back to Material Maintenance --> Stock Maintenance --> Stock Adjustment, Transfer - Batch Upload screen.

Step 7a - On item 2, select Type --> Opening Balance. 
Step 7b - Then, select Store --> select from the list of Store.
Step 7c - Click the "Browse" button to search the CSV file or template you save earlier in step 5.
Step 7d - Lastly, click the "Upload" button.

Upload Template / CSV file

Step 8 - If successful, a successful message will appear. If not, a list of invalid items will be displayed. Take note that if your stock code start with zero (for example 0122 or 004455), you need to ensure the stock code number in the CSV file is typed with the zero in front too. Change the box to text box.

Step 9 - To check the opening balance status, go to Material Maintenance --> Stock Maintenance --> Report either Stock Balance or Stock Movement. The opening balance quantity will be added accordingly.

Stock Movement Report

Stock Balance Report