In this article, you'll learn how to Add new quantities of inventory or Update existing quantities of inventory using a .CSV file. This article will describe the format needed for your .CSV file. Refer to the this Knowledge Base article for instructions on conducting the bulk upload once you have your .CSV file ready.
Prepping your .CSV Import File
You can create a file yourself in any spreadsheet program such as Microsoft Excel and Google Sheets. You'll want to save the completed file in .CSV format to be able to upload it into Zenventory. Here is a .CSV example template you can use.
You'll need columns on your file to represent:
- SKU - the SKU of the item (s) you wish to add or update quantities.
- Warehouse Name - the name of the warehouse.
- Warehouse Location Name - the name of the warehouse location you are adding or updating quantities in.
- Quantity Action - accepted values are "add" or "update".
- Add will add the quantity you are importing to the existing quantity in that location
- Update will change the existing quantity in that location to the number you are importing.
- Quantity - the number value you are adding or updating with the import.
NOTES:
- This is an Admin only task that uses the Import tool on the Admin>System>Import Data>Items page.
- If you do not use a Warehouse Location Name, then the system will use the default location in the warehouse.
- Serialized Items - if you want to remove serialized items in bulk, then you'll need an additional column to represent the serial number of the item (s) you wish to remove, your quantity value will be 0, and your Quantity Action should be "update". Since you can not have the same serial number in the system for more than one quantity of the same item, you can not update a serialized item quantity to anything except 0, which removes that serial number from stock.
- It is recommended that the SKU column be the farthest column to the left on your .CSV file.