User Manual

Import inventory levels from a CSV file

At Stock -> Inventory -> Import from CSV is possible to update or initiate inventory levels by uploading a CSV file. It's possible to import both quantities and costs, at several sites and locations.

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:

  1. Select and match the names of the fields corresponding to the columns in the data.
  2. 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.
  3. Select "Do not import" as the column type if some column is not to be imported.
  4. Click Import to upload the data into the appropriate fields of the database.

When uploading inventory levels, the fields that can be used are:

  • Part number - the part number in MRPeasy, as in Stock -> Items. Required;
  • Quantity - the new total in-stock quantity. Required;
  • Cost per item for the new items - if the new quantity is greater than the previous quantity, a new stock lot will be created, and this cost per item will be used. If not imported, the latest cost of the same item from a previous stock lot is used;
  • Site - the name of the site. Available, if the function Multi-stock and Production Sites is enabled. It is possible to update inventory levels at multiple sites;
  • Storage location - if imported, the quantity will be adjusted only at that particular location. If this column is selected, all lines in the file must contain a valid storage location. Lines with no storage location will be ignored.

Example 1:

Part number Quantity Cost per item Site Storage location
#A-00001 10 2    
#A-00002 10 3    
(Up to 3000 lines can be imported at once)

Example 2:

Part number Quantity Cost per item Site Storage location
#A-00001 10 2 Site 1  
#A-00001 10 2 Site 2  
#A-00002 10 3 Site 1  
(Up to 3000 lines can be imported at once)

Example 3:

Part number Quantity Cost per item Site Storage location
#A-00001 10 2 Site 1 Room 1
#A-00001 10 2 Site 1 Room 2
#A-00002 10 3 Site 2 Room 1
(Up to 3000 lines can be imported at once)

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.