Stocktaking import

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Stocktaking import

Navigation:  Dotypos Cloud > Batch import/export >

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» Available only in Dotypos FULL and higher. «

 
Stocktaking import can be done in Warehouses » Stocktake list or Warehouses » Warehouses status. Importing a file with stocktaking adjusts the quantity of individual products in stock. You may import just one .csv file. Before importing the .xls file, you have to save it in .csv format first.

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You can also manually perform the stocktaking directly in the cash register in the application Warehouse or via Dotypos Cloud.

 

Each product is represented there by one of 4 values. If you change the quantity in stock in the .csv file, the quantity of the product with the same ID number, external ID number or EAN / PLU code will be changed after being imported.

During the processing of the stocktaking import, the corresponding product is therefore found based on values in columns ean, plu, externalId or productId and the quantity of the found product in stock is adjusted as defined in the column newQuantity (see description of import file columns below). In the import file, you must have at least one value used for product searching filled out.

If the import file contains any duplicate values, the corresponding products will to be searched for in this order: 1. productId, 2. externalId, 3. ean or plu. So, if the import finds several products with the same productId, it also checks externalId and possibly also ean or plu.

 

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To find out how to import/export see the parent chapter.

 

How do you import a stocktaking?

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Go to Warehouses » Stock taking or Warehouses » Stock status and click on the button Stock take 01 in the upper right corner to display the stocktaking options. Now in the menu, select the 02 warehouse in which the stocktaking should be performed and open import options with the button Stock take import 03 .

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From the pop-up menu, first select the correct file coding. Use the button Browse... 04 to select the import file in the .csv format and then click on the button Upload 05. Click on the link sablona.csv to download the template import file, which can be adjusted and then imported.

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The upload status indicator lets you know whether the file has been correctly imported.

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Description of import file columns

Category import file

name

Name a product (only for information purposes, not used during import)

ean*

EAN code a product

plu*

PLU code a product

externalId*

Number of category for product

productid*

Internal product number

newQuantity

New product quantity in stock

The required items are marked in bold, other items (data) are optional.
*At least one of these items must be defined since they are used for searching for the appropriate product to adjust the quantity in stock.

 

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Are supported .csv files with delimiter ; (semicolon) and , (comma). If semicolon is used, it is possible to separate decimal places by commas and periods. If you use a comma as a data separator, you must use a period to separate the decimal places.

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Sample of a correctly prepared file for importing stocktaking

In the picture below, there is a sample of a file for import with two products for which (on the basis of productId) the quantity in stock will be adjusted.

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If there was another product with the same ID in the cash register, the import would not be performed because the other columns are not filled out and thus it is impossible to decide which one of the identical products is relevant. It is therefore useful to provide e.g. EAN in the import file as well. The product name is given in the file only for description purposes, during the import it is not taken into account.

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