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Bulk Import Inventory (Excel)

Overview​

This feature allows you to bulk manage the inventory quantity of each SKU by downloading and importing an Excel file (.xlsx) for import.

Purpose​

Inventory Bulk Import is used to reduce the man-hours required for performing operations one by one on the screen.

By unifying input rules into an Excel file, it can also be used to reduce inventory operation errors and prevent accidental operations.

Feature Description​

Units Updatable via Bulk Operation​

In Inventory Bulk Import, you can manage the inventory quantity of each SKU for each combination of Inventory Label and Inventory Location.

To register inventory, the target Inventory Label and Inventory Location must be registered in the system in advance.

Content to Check and Enter in the Downloaded File​

The XLSX file for bulk operations holds the inventory quantity at the time of download.

While checking the inventory quantity at the time of download as a reference, update each row by entering the operation type and quantity.

Three Operation Types​

In Inventory Bulk Import, you can select from the following three operation types:

  • Add:
    • Adds the specified quantity to the inventory data.
    • If inventory data matching the latest manufacturing cost in the product master exists, it updates that data; if not, it generates inventory data with the new manufacturing cost.
  • Subtract:
    • Subtracts the specified quantity from the inventory data.
    • If inventory data exists with multiple manufacturing costs, the quantity is subtracted with priority given to the oldest registered inventory data.
  • Overwrite:
    • Overwrites the inventory data with the specified quantity.
    • If inventory data matching the latest manufacturing cost in the product master exists, it updates that data; if not, it generates inventory data with the new manufacturing cost.
    • Inventory data not related to the latest manufacturing cost will be deleted.

Checking Processing Results​

After the bulk operation is completed, logs are recorded as Inventory Events.

You can check the processing results from the Inventory Events logs.

Instructions​

Inventory Bulk Import via Excel is performed according to the following flow:

  1. Download a XLSX file for Bulk Inventory Operations
  2. Fill in the XLSX file for Bulk Inventory Operations
  3. Upload Bulk Inventory Operations XLSX File

Download a XLSX file for Bulk Inventory Operations​

Navigate to the XLSX File Download Screen​

  1. Click the Inventories menu.
  2. Click the Import tab.
  3. Click Go to Download Page under Bulk Inventory Operations using XLSX File.
    You will be redirected to the "Download a XLSX file for Bulk Inventory Operations" page.

How to Fill in the Form​

  1. File Language
    Specify the language of the file.

    Select Japanese or English from the dropdown.

  2. Target Labels
    Check the checkboxes for the target Inventory Labels for the bulk operation. Multiple labels can be selected.

  3. Target Locations
    Check the checkboxes for the target Inventory Locations for the bulk operation. Multiple locations can be selected.

  4. Select target Products
    Check the checkboxes for the target products for the bulk operation to select them.

    • You can select multiple items.
    • You can narrow down products by entering criteria in Search Products.
    • To select all products that match the search criteria, click Select All.
    • To uncheck all, click Remove All Selections.

Download XLSX File​

After confirming the entered details, click Download.

Upon successful processing, the "XLSX file for Bulk Inventory Operations" will be downloaded.

Fill in the XLSX file for Bulk Inventory Operations​

Open the downloaded XLSX file for Bulk Inventory Operations and perform the edits.

Please enter each item referring to the following.

Do not rewrite column names.
Rewriting column names will cause import errors.

info

Each item in the XLSX file is exported according to the criteria specified at the time of download.

Description of Input Items​

  • Model Number
    Enter the Model Number of the product. Basically, no change is required.

  • SKU Number
    Enter the SKU Number included in each product. Basically, no change is required.

  • Inventory Label Code
    Enter the Label Code of the Inventory Label targeted for the operation. Basically, no change is required.

  • Inventory Location Code
    Enter the Location Code of the Inventory Location targeted for the operation. Basically, no change is required.

  • Operation Type
    You can select from the following three items via the dropdown in the Excel cell:

    • Add: Adds the specified quantity to the inventory data.
    • Subtract: Subtracts the specified quantity from the inventory data.
    • Overwrite: Overwrites the inventory data with the specified quantity.

    A dropdown list based on Excel data validation is provided. Please use it as an input aid.

    For details on operation types, refer to Three Operation Types in the Feature Description.
    It explains the differences in behavior for each operation type in detail.

  • Quantity
    Enter the quantity corresponding to the operation type.

    • Add: Enter the quantity to increase.
    • Subtract: Enter the quantity to decrease.
    • Overwrite: Directly enter the inventory quantity after the update.
tip

Inventory Label Codes and Location Codes can be checked from "Maker Settings > Inventory Resource."

Display Items​

The following are display items. No input is required.

  • Product Name
  • Barcode
  • SKU
  • Inventory quantity at the time of download

Upload Bulk Inventory Operations XLSX File​

Navigate to the XLSX File Import Screen​

  1. Click the Inventories menu.
  2. Click the Import tab.
  3. Click the Upload button.
    The "Upload Bulk Inventory Operations XLSX File" modal will open.

Upload XLSX File​

  1. Click Select File and select the filled-in XLSX file for Bulk Inventory Operations.

  2. Click the Upload button.

    Upon successful processing, the bulk inventory operation is completed.

    You can check the logs from the Inventories menu > Inventory Events.

Important Notes​

Risk of Deleting Old Inventory Data due to Overwriting Inventory Quantity​

When Overwrite is specified as the operation type, only the inventory data for the latest manufacturing cost set in the product master will be overwritten with the specified quantity.

If inventory data with different manufacturing costs exists, it will all be deleted from the system, so it is necessary to check the data status carefully before execution.

Allocation Order when Decreasing Inventory Quantity​

When the operation type is set to Subtract, if inventory exists with multiple manufacturing costs, the specification is such that the quantity is automatically subtracted with priority given to the oldest inventory.

It is not possible to decrease inventory specifically for a particular cost.

Restrictions on Inputs that Result in Negative Inventory Quantity​

Entering a value that results in an update below 0 (negative inventory) is limited to cases where Allow negative inventory quantity has been set in advance for the target Inventory Label.

If not set, subtractions or overwrites that result in a negative value are not possible according to the rules.

Inventory Quantity in the XLSX File for Bulk Operations is as of the Time of Download​

The current inventory quantity listed in the XLSX file for Bulk Inventory Operations is strictly the inventory quantity at the time of download.

It is important to note that even if another person or system moves inventory between the time the file is downloaded and the time it is uploaded, the values in the file will not be automatically updated.

Save Status of the XLSX file for Bulk Inventory Operations​

To prevent import errors, always save the file with all rows and columns displayed.

Even if rows are hidden, the data will be reflected in the Inventory Bulk Import, so please clear all hidden rows, columns, and filter settings.