How to import stock movements
You can import your stock transfers as movements. This saves you time if you have made several movements and want to avoid creating them manually one by one. Below, we guide you through how to import movements.
See this guide on how to manually create movements:
How to create a movement
Guide to general import setup in Rackbeat:
Import in Rackbeat
Table of Contents
We always recommend using the example file.
Go to: Products -> Transfers -> Import -> Example file.
Creating new stock transfers via import
How to import or update your stock transfers:
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Go to the "Products" tab -> "Transfers".
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Click "Import".
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Click "Choose file".
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Select the CSV file to be uploaded from your computer. Click "Open" and "Upload file".
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Before you can upload your file, match the columns in the pop-up with the columns in your CSV file. See this guide for instructions.
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Finish by clicking "Import", and your transfers will be uploaded.
Required information to create new transfers via import:
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Date: Enter the date of the transfer.
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Product No.: Enter the product number being transferred.
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Quantity: Enter the quantity being moved from location A to location B.
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From location: The number of the location the stock is moved from.
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To location: The number of the location the quantity is moved to.
Example
Date | Product No. | Quantity | From location | To location | Reason |
---|---|---|---|---|---|
01.01.2025 | 1375-1 | 10 | 1001 | 1010 | Location change |