Importing stock lots from a CSV file
At Stock -> Stock lots -> Import from CSV, it is possible to upload many new stock lots' information at once.
Jump to:
- Demo video: Importing data.
- Demo video: Setting up inventory levels.
- Importing new stock lots.
- Example stock lots import table and file.
- Updating existing stock lots.
- Important notes.
What is CSV? CSV (Comma-Separated Values) is a universal format for importing or exporting tabular data. A CSV file can be obtained by saving/exporting e.g. an Excel file as CSV (Comma delimited) (*.csv).
When uploading the CSV file:
- Select and match the names of the fields corresponding to the columns in the data.
- Check the "The first row is heading" option if the first row of the file contains headers. Then the first row will not be imported.
- Select "Do not import" as the column type if some column is not to be imported.
- Click Import to upload the data into the appropriate fields of the database.
- If the importing of some data failed, a skip file will be generated and downloaded to your computer, which indicates all errors line-by-line.
Importing new stock lots
New stock lots are created with the Received status.
When uploading stock lots, the fields that can be used are:
| Part number* | The part number in MRPeasy, as in Stock -> Items. Required. |
| Quantity* | Stock lot quantity. Required. |
| Total cost* | Total cost of a stock lot. Required. |
| Lot number | A unique code to identify the stock lot. If not imported, the code will be generated automatically. |
| Site | The name of the site. Available, if the function Multi-stock and Production Sites is enabled. It is possible to create stock lots at multiple sites. |
| Storage location | Storage location, where the new stock lot is placed. If no value is given, the stock lot is placed at the item's default storage location. |
| Available from | Date, when the stock lot became available. |
| Expiry date | Expiry date of the stock lot. Available, if the function Expiry Date is enabled. |
| Custom fields | Any custom field for stock lots defined in the MRPeasy settings can be imported. |
Example customers import table:
| Part No. | Quantity | Total cost | ||||||||
| IA-0001 | 10 | 22 | ||||||||
| IA-0002 | 5 | 24 | ||||||||
| (Up to 3000 lines can be imported at once) | ||||||||||
Download a sample file: import-lots.csv
Re-importing data for updating stock lots
With a CSV import, it is possible to update existing stock lots, at Stock -> Stock lots -> Import from CSV.
The Lot number field is used for matching the stock lots. If a stock lot with the same number already exists, then software updates this stock lot. If there are new values that will be updated, then:
- A confirmation page is shown with a list of values that will be changed.
- The user can choose whether to update a particular stock lot or skip it.
| Lot number* | A unique number to identify the customer. Required. Used for matching the lots. |
| New lot number |
The new stock lot number. |
| Available from | Date, when the stock lot became available. |
| Expiry date | Expiry date of the stock lot. |
| Custom fields | Any custom field for stock lots defined in the MRPeasy settings can be imported. |
Important!
- If the imported file contains non-Latin characters, the file must be in UTF-8 (preferred) or Unicode encoding. If Excel is used to save the file, select the "Unicode Text (*.txt)" option in the "Save as type" field. Even though the extension of the file is TXT, it can be imported as a CSV-file.
- The limit is 3000 lines per upload. If the file is bigger, divide it into several smaller files.
- Since importing can be a question of trial-and-error, we strongly suggest making a back-up of the database before importing. In that case, if anything goes wrong, it is always possible to restore the previous session.