This feature allows you to bulk update multiple opening stock items in the software using a predefined Excel template. It ensures all mandatory fields are filled, feature settings are applied correctly, and any errors are resolved before the stock data is successfully uploaded.
Steps for Uploading Opening Stock
1. Click on Utilities, From the main menu
2. Click on the Migration
3. Select the Master Migration.
4. In the Select Master, select the Opening Stock option.
5. Click on the Download Sample Excel
Click on Clear Config to clear the menu name and reset it to blank.
Click the Back button to return to the previous screen.
6. The sample file will be downloaded. Open it in Excel and click Enable Editing.
7. Filling the Sample File:
In the sample file:
Red marks indicate mandatory fields.
Yellow marks indicate feature settings (enabled or disabled).
Other fields are optional.
Fill the inputs according to the column headings or the sample data provided.
Before saving, delete the first line (sample row).
Save the file in Downloads or on your Desktop.
8. Return to the software and click on Upload Sheet.
9. Click On the choose file
10. Select the file from your saving destination (Downloads or Desktop), and then click open.
Eg: Opening Stocks Sample (1).xlsx
11. After selecting the file in Choose File, click Upload File to submit it.
12. A “Request Successful” message will be displayed on your screen.
13. If an error occurs, a popup message will appear. Click on the Upload Status to view details about error.
14. Select the Opening Stock menu and click Download Status to download the file containing errors. Open the downloaded file in Excel, correct the errors, and save it. Repeat the Upload Sheet steps until a “Request Successful” message is displayed.
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