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:

  1. Importing new stock lots.
  2. Example stock lots import table and file.
  3. Updating existing stock lots.
  4. 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:

  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.
  5. 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 -> ItemsRequired.

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:

  1. A confirmation page is shown with a list of values that will be changed.
  2. The user can choose whether to update a particular stock lot or skip it.

The following fields can be used:

Lot number*

A unique number to identify the customer.

Required. Used for matching the customers.

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.
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