Bulk Import Partner Inventory Transfer Slips (Excel)

info

This page describes procedures for environments using the conventional inventory management method.

The new inventory management method will be the standard for future feature expansion, but some integrations and operations may still use the conventional method.

If your screen layout differs from this page, refer to the Inventory Management (New Method) manuals.

• Overview
• Purpose
• Feature Description
• Instructions
• Important Notes

Overview

This feature allows you to bulk register Partner Inventory Transfer Slips using an Excel file (.xlsx).

Purpose

The main purpose is to reduce the effort required to enter Partner Inventory Transfer Slips individually in the application.

By standardizing input rules according to the template, it can also be used to reduce input omissions and operational errors.

Feature Description

About Bulk Importing Partner Inventory Transfer Slips

The Partner Inventory Management feature lets you manage inventory lent to buyers and returned by buyers.

In the Bulk Import Partner Inventory Transfer Slips, you can register inventory transfer slips by downloading an Excel file, filling it in, and uploading it.

Slip Type and Post-Import Results

You can use the following two slip types in the bulk import.

• Goods Dispatch Slip: Used when dispatching partner inventory to a buyer.
• Goods Return Slip: Used when products are returned from a buyer.

When the bulk import XLSX file is imported successfully, a partner inventory transfer slip corresponding to the slip type is created, and the inventory is lent to or returned by the buyer.

For a Goods Dispatch Slip, the lent inventory is assigned to a special inventory label used for partner inventory.

In the Goods Return Slip, the operation always applies to inventory that has been lent to the buyer. The inventory is reserved or removed from the special label used for partner inventory.

Handling of Time Zone

Specify the Time Zone when uploading the bulk import XLSX file.

• Asia/Tokyo: Registers the document date as the date in Japan Standard Time.
• UTC: Registers the document date as the date in Coordinated Universal Time.

The Time Zone is used as the basis for the document date. It does not affect the creation date and time of the slip.

Fields in the Bulk Import XLSX File

Fields Common to Goods Dispatch Slips and Goods Return Slips

The common input items for Goods Dispatch Slip and Goods Return Slip are as follows:

• Required: Slip Code,CustomerBuyer Unique Code,Model Number,SKU Number,Quantity
• Optional: Note, Document Date

Rows entered with the same Slip Code are imported together as a single partner inventory transfer slip.

Rows with different Slip Code are imported as separate partner inventory transfer slips respectively.

Inventory Label and Inventory Location

The items to specify the inventory label and inventory location differ depending on the slip type.

Goods Dispatch Slip

Specify the source of the inventory to lend in the following items.

• Source Inventory Label Code
• Source Inventory Location Code

Goods Return Slip

Specify the destination of the returned inventory in the following items.

• Destination Inventory Label Code
• Destination Inventory Location Code

For any slip type, the following input rules apply.

• When specifying an inventory label and inventory location, both must be entered as a set. Entering only one is not possible.
• The values must be the same in every row with the same Slip Code. You cannot enter the inventory label code and inventory location code for only some SKUs.
• Blanks are also treated as inputs. If you leave the inventory label and inventory location blank, the inventory will be operated according to each of the following slip types.
  • Goods Dispatch Slip: Creates new inventory to lend to the buyer without reserving inventory and assigns it as partner inventory.
  • Goods Return Slip: Removes the partner inventory that has been lent without returning it.

For how to check and create inventory labels, refer to Create an Inventory Label.

For how to check and create inventory locations, refer to Create an Inventory Location.

Instructions

To bulk import Partner Inventory Transfer Slips, follow these steps.

1. Download the bulk import XLSX file
2. Input the bulk import XLSX file
3. Upload the bulk import XLSX file

Download the bulk import XLSX file

Go to the XLSX file download screen

1. Click the Inventory menu.
2. Click the Partner Inventory tab.
3. Click the Bulk Import Partner Inventory Transfer Slips button.
   The "Bulk Import Partner Inventory Transfer Slips" modal opens.

Fill in the form

1. Slip Type
   Select the type of partner inventory transfer slip to import from the pull-down.

   • Goods Dispatch Slip: Used when dispatching partner inventory to a buyer.
   • Goods Return Slip: Used when products are returned from a buyer.

2. File Language
   Specify the language of the file.

   Select Japanese or English from the pull-down.

Download the XLSX file

1. After reviewing the details, click the Download XLSX File button.

   The bulk import XLSX file is downloaded.

Input the bulk import XLSX file

Open the downloaded bulk import XLSX file and enter the data.

*Do not delete cell A1.

Do not rewrite the column names.
Rewriting the column names will cause an import error.

Input common items for Goods Dispatch Slip and Goods Return Slip

The following fields are common to Goods Dispatch Slip and Goods Return Slip.

For fields specific to Goods Dispatch Slip, see Input items specific to the Goods Dispatch Slip. For fields specific to the Goods Return Slip, see Input items specific to the Goods Return Slip.

• Slip Code *Required
  Enter the code of the partner inventory transfer slip.

  The slip code is not automatically generated. Be sure to enter it.

  Rows entered with the same Slip Code are imported together as a single partner inventory transfer slip.

• CustomerBuyer Unique Code *Required
  Enter the unique code of the buyer who is the destination or source of the inventory transfer.

  For how to check and edit, refer to Edit a Buyer.

• Model Number *Required
  Enter the model number of the product.

• SKU Number *Required
  Enter the SKU number to be transferred.

• Quantity *Required
  Enter the inventory quantity to be transferred.

• Note
  Enter any value.

• Document Date
  Enter in one of the following formats: YYYY-MM-DD, YYYY/MM/DD, or YYYY.MM.DD. If left blank, the document date is set automatically.

  You cannot specify multiple dates within the same Slip Code.

Input items specific to the Goods Dispatch Slip

The following fields are used when creating a Goods Dispatch Slip. Enter them in the bulk import XLSX file.

• Source Inventory Label Code
  Enter the code of the inventory label that will be the source of the inventory reservation. Leave it blank if creating a slip without reserving inventory.
• Source Inventory Location Code
  Enter the code of the inventory location that will be the source of the inventory reservation. Leave it blank if creating a slip without reserving inventory.

Input items specific to the Goods Return Slip

The following fields are used when creating a Goods Return Slip. Enter them in the bulk import XLSX file.

• Destination Inventory Label Code
  Enter the code of the inventory label that will be the destination of the returned inventory. Leave it blank if deleting the inventory without transferring it.
• Destination Inventory Location Code
  Enter the code of the inventory location that will be the destination of the returned inventory. Leave it blank if deleting the inventory without transferring it.

Upload the bulk import XLSX file

Go to the XLSX file upload screen

1. Click the Inventory menu.
2. Click the Partner Inventory tab.
3. Click the Bulk Import Partner Inventory Transfer Slips button.
   The "Bulk Import Partner Inventory Transfer Slips" modal opens.

Fill in the form

1. Select the Time Zone from the pull-down.

   • Asia/Tokyo: Registers the Document Date as the date in Japan Standard Time.
   • UTC: Registers the Document Date as the date in Coordinated Universal Time.

Upload the XLSX file

1. Click the Select File button and select the completed bulk import XLSX file.

   You can also select the file by dragging and dropping it.

2. Click the Import button.

   If the process is successful, the inventory transfer will be completed.

   You can check the imported transfer slip in the inventory transfer slip list on the Transfer Slip tab.

Important Notes

Inputs That Prevent Import

The XLSX file cannot be imported if any of the following apply:

• Required items are not entered
• The same SKU number is entered on multiple rows within the same slip code
• Different document dates are entered within the same slip code
• Only one of the inventory label code or inventory location code is entered
• The inventory label code or inventory location code differs row by row within the same slip code
• The inventory label code and inventory location code are entered only on some rows within the same slip code
• A non-existent CustomerBuyer Unique Code, inventory label code, or inventory location code is entered

Leaving the inventory label and inventory location blank will increase or delete inventory

When importing a Goods Dispatch Slip with Source Inventory Label Code and Source Inventory Location Code left blank, partner inventory is allocated to the buyer without reserving inventory.

Therefore, the total inventory quantity in the brand environment will increase.

Also, when importing a Goods Return Slip with Destination Inventory Label Code and Destination Inventory Location Code left blank, it is treated as a deletion without returning it to the destination.

If you use DEXTRE as your core inventory management system, verify the inventory label and inventory location fields carefully before importing the XLSX file. Otherwise, the inventory quantity in DEXTRE may not match the actual inventory.

Prohibition of editing and deleting the A1 cell

The A1 cell of the bulk import XLSX file is used by the system to read data.

If edited or deleted, the data cannot be imported normally.