Stocktake - Importing Excel Document - Urgent
We are currently doing stocktake and have entered all the information onto an excel spreadsheet - what are the requirements and how do I import them to update our inventory
Forum Discussion
Hi Rebecca711 , stocktake corrections are actioned via inventory adjustments. Have a look at Making inventory adjustments - MYOB AccountRight - MYOB Help Centre to see what information is required. You might consider preparing a text file of adjustments which can be imported.
You can probably make a copy of your stocktake worksheet, and reformat it to match the columns in the article, or (better) create a one-line stocktake adjustment in your file, then export the inventory adjustments for that date to a text file, and open it in Excel. This will give you the correct column names, and the {} symbol on line 1. The rows can then be constructed from your stocktake sheet.
The adjustment rows require the unit cost, which you can add via a lookup to an inventory report exported to Excel and included in your stocktake file. The item list summary will give you today's unit costs, the inventory valuation report will give you the costs at the stocktake date.
The account number to use will be an expense account for inventory adjustments, possibly in the cost of sales section of the accounts list.
Break up the rows into groups of about 100, just to help with performance. And be sure to take a backup of your MYOB file before doing major imports.
Save the excel file, then save as a text file. You'll probably be aware of the funny things excel can do with text files, so it's worth reviewing it once saved.
Hi Rebecca711 , per your other posts I see you are using locations, which will be an extra column in your text file.
