You import your existing storage by importing an inventory.
Admin permissions are required.
Do this:
- Go to Group settings.
- Click on Upload a register at the bottom of the page.
- Download the template: ”stocktaking-import-serviceprotocol.xlsx”
- Import a inventory to the file.
- Go back to Group settings and click on Upload register.
- Upload your file under Upload inventory:.
There are two ways to import an inventory depending on how your previous inventory was done.
- With amount: the system takes the difference between the number you import and amount in the system. This is the most suitable method if you are moving a storage to service protocol.
- With the difference: then the system enters a difference and adjusts the number in the system with the difference you specified.
Use this method if you recently have taken an inventory.
The date of the inventory is automatically set to today’s date if the date is not included in the import file. Prices and amount will be 0 if this information is not included in the import file.
Note that it is only when you sign the inventory that the inventory balance is updated.
It is recommended to import one storage place at a time. This way you’ll be able to notice if something goes wrong and the upload will speed up.
Storage and Visma
Manual deliveries created in Visma are not synced, however manual deliveries in our warehouse system are synced with Visma. This is how manual deliveries in our warehouse system ALWAYS do.
