Importing physical inventory count results

Pre-requisites: You have completed the physical inventory count and saved the results to a tab delimited or comma delimited file.

1. Click Inventory/Purchasing.
2. Click Physical Inventory.
3. Double-click the physical inventory file that you want to update with the count results.
4. Click Import.
5. Click Next.
6. On the Select File to Import screen, select the File Type:

  • Tab delimited

  • Comma delimited

7. Click Browse and select the file containing the count results.

8. Click Open.
9. Click Next.
10. On the Select Import Options screen, specify how to import items and quantities:

  • Update matching items only: Select this option to import only the matching items in the batch. For example, if the import file has items that do not exist in the batch being counted, they will not be imported and updated. Only the matching items will be imported and updated.

  • Update matching items and add new items: Select this option to import matching item and add new items in the batch. For example, if the import file has items that do not exist in the batch being counted, they will be imported and updated in addition to all matching items.

  • Add existing counts: Select this option to add the item count from this import file to existing item count in the batch.

  • Replace existing count: Select this option to replace the existing item count in the batch with the item count from this import file.

11. Click Next.
12. If any errors are reported:
a. Click Cancel.

b. Fix the errors in the import file.
c. Restart the import.
13. Click Import. The physical inventory count file is updated with the count results.