Importing an Inventory Adjustment from Excel

InventoryAdjustments can be made in 2 different ways.  Either manually entering each part and its adjusting quantity, or by entering the information into an Excel spreadsheet, then importing into the Inventory Adjustment screen.

To create an Excel spreadsheet you will need to use a specifically designed spreadsheet template. Click here to download the template.

Sample of spreadsheet:

Column A – D

Enter information as required.  NOTE – If any of these fields are alpha/numeric they must be entered as UPPER CASE (CAPS).

Column E  &  F

You have the ability to create a Quantity Adjustment, a Value Adjustment, or both.  It is required that at least one of the two columns has a value for each part being adjusted.

Column G

Enter any Memo Information as needed per each line. This field may be left blank

After you have entered the information into your spreadsheet you will import into the Inventory Adjustment. 

Navigate to the following menu selection:

The following screen will open:

The following screenshots illustrate the full process to import and save the inventory adjustment from the New Inventory Adjustment screen.