In case there are no Purchase/Receipt documents in the selected inventory location then, the second step operation will require setting the Initial Quantities in the selected inventory location. In case there are Purchase/Receipt documents in the selected inventory location then, the second step operation will prompt the user for the download of the Adjust Product Quantities spreadsheet.

Setting the initial quantities of the products in each inventory location should be the first step before going into production with live data.

To start the process, click on the New Adjustment button on the INVENTORY dashboard: 

The process begins by downloading a spreadsheet file which comes pre-populated with all the products that are already defined in the account. To download the file, one should click on the Excel icon.

In the example of the figure below only the green-colored columns (Quantity, Unit Cost and Remarks) should be filled-in. In case some Products have zero quantity, those rows can be deleted from the file -or- a zero (0) can be entered in the Quantity field. The Unit Cost is entered at the main default currency that is defined in the account. The Remarks field is optional.

After finishing with filling in the information, the user should save the file as ‘CSV (Comma delimited)’.

In case the file contains Unicode characters (for example Chinese, Greek, Arabic etc. characters) then the file should be saved as ‘Unicode text (txt)’ instead. That will preserve the extra information that is present in such non-single byte characters. After saving the spreadsheet (Google docs, open office, MS excel) file locally in the computer, the file may be selected by clicking the Browse option and uploaded by clicking the Begin Import option. Once the file is uploaded, the quantities and inventory value will be updated in the inventory location that was selected in step 1 by the automatic creation of an Adjustment Plus document.

Finally, if Serial Numbers are used for a product, all Serial Numbers have to be added in the row of the product, separated by comma.