How to import inventory adjustments
You can import your inventory adjustments both on inventory numbers and cost price. It saves you time if you have several adjustments and would like to avoid creating them manually one by one. Below, we guide you through how to import adjustments
IMPORTANT! If you are working with the FIFO inventory principle, we do not recommend using this guide, as it is based on the "Average Cost Price" inventory principle.
Please contact Rackbeat's support if you are unsure about how to work with FIFO and adjustments.
Perhaps you already have an Excel file with data on inventory adjustments. You can use it if it contains the mandatory columns, which are reviewed in the guide below. However, we recommend that you use our example file, which shows how a correctly set up import file should look. The example file can be downloaded as described in step 4 below.
Whether you use your own file or ours, it is important that the format being imported is of the type .CSV (CSV UTF-8 (comma-separated)) You can see how to do this here: Save as CSV UTF-8
Preparing the import
NOTE! If you want to adjust both cost price and inventory numbers, this must be done in two different imports, but using the same procedure as reviewed below.
- Click on the “Products” tab at the top
- Click on “Adjustment” in the menu
- Click “Import” at the top right corner
- You now have the option to either choose your own Excel file or download an example file by clicking on the text "Example file"
We recommend that you download the example file and use this to ensure that you get the correct data in the import - Fill in your file with the relevant data
For adjusting inventory numbers
For importing inventory numbers, you should have the following columns:
- Date in the format (DD.MM.YYYY)
- Item Number
- Location
- Cost Price (Should be left blank, but the heading should remain)
- Quantity
- Reason
- Relative Adjustment (write “1” if the inventory should be adjusted up/down relative to the existing inventory. Do not write anything if it should be the actual, factual number at the location that needs to be corrected)
Save the file as a CSV UTF-8 (comma-separated) file. You can see how to do this here: Save as CSV UTF-8
For cost price adjustment:
Remember to fill in the mandatory fields: Date, Item Number, Item Name, Location, Cost Price, Quantity, and Reason.
For importing cost prices, you should have the following columns:
For importing cost prices, you should have the following columns:
- Date in the format (DD.MM.YYYY)
- Item Number
- Cost Price
- Quantity (Should be left blank, but the heading should remain)
- Reason
Save the file as a CSV UTF-8 (comma-separated) file. You can see how to do this here: Save as CSV UTF-8
Now you are ready to import the file
- Click on "Choose file"
- You now have the option to customize the import and ensure consistency between the file's columns and the data to be imported into Rackbeat. If you are unsure about how this step works, here is an explanation:
At the top of the window, you will see your Excel file. Below, you will see some headings in bold - these are the "names" of the data fields for customers in Rackbeat. The columns in your Excel file should be paired with the data fields in Rackbeat. This is done through the box under the heading. The box under the heading should thus contain the name of the current column in your Excel file. If you are using the example file, it has already automatically paired the matching columns.
If there are columns in your Excel file that you do not want to import data from, you can delete them by clicking on the "X" in the relevant box.
If a box has not been paired (is empty), you can drag the name of the column in the Excel file you want to pair the data field with, down to the box.
NOTE! You do not need to pair all fields - it is okay to have empty boxes if the data is not relevant for you. - Click on "Import"
- The adjustment is now listed as a draft, and the changes will take effect as soon as you click "Post"