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Import inventory/stock from a spreadsheet

Import for the first time when setting up the system, or update quantities on an on-going basis

Zigaflow allows you to import stock from another system using a spreadsheet.

You can also import a spreadsheet to update existing inventory levels, for example, after physical checks are logged on a spreadsheet.

Before you start

Items must already be in the system before attempting to import their quantities.

You can download the current quantities by clicking on Go To -> Stock -> Overview -> Export -> "Quantities by Location"

If you have not set up the locations yet, see Setting up Inventory/Stock Locations

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Download the import template

1. Click on the Cog

Zigaflow dashboard with the settings cog icon highlighted in the top-right toolbar, beside the notifications bell

2. Click "Import Center"

Settings menu with Import Center highlighted in the left sidebar, next to a list of import types such as Suppliers and Orders

3. Click "Stock" or "Inventory"

Import Center in Settings with the Stock option highlighted in the left import type list, below Flexi, Items and Variants

4. Click "Download Template" for the spreadsheet to load your data into the correct format

Import Center with Stock selected in the sidebar and Stock tab, highlighting the Download Template button in Step 1

Add your stock data

5. Add the items and their quantities into the spreadsheet.

Note the construction of the stock location, i.e. London\Aisle A, and if the item has a reference or serial number, this can be put into the "Reference" column. An item must be already set in the system to use references for this to work.

Spreadsheet with Item Code, Stock Location, Quantity and Reference columns, showing location London\Aisle A and a serial number

Upload the file

6. Drag and drop the import file here

Stock import screen with the Select Files or Drag & Drop Here button highlighted for uploading the completed template file

7. Tick here to remove stock in the system that is not in the import file

Stock import screen with the "Set other item stock to 0 if it's not in the file?" checkbox highlighted below the upload area

8. Click "Upload"

Stock import Step 3 upload panel with an .xlsx template file selected and the Upload button highlighted

Learn more: stock levels in Zigaflow

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