5.11. Import Inventory Moves

1. Import Structure

• System Admin -> Data -> Data Import -> Import Loader Format

• The import structure is created similarly to those corresponding to the import of products, invoices etc.

2. Import File

• The import file needs to be mapped correctly to the import structure.

• The format of the file needs to be CSV.

3. Temporary Import (ImportFileLoader)

• System Admin -> Data -> Data Import -> Import File Loader.

• Select the file constructed at step 2 and the import format from step 1.

• The imported lines will be available in the Import Movement window.

4. Actual Import from Temporary Table

• System Admin -> Data -> Data Import -> Import Movement.

• You can click on the Import Movement Process button from any line. Process parameters:

  • Delete old imported records - it erases the records with the Imported checkbox;

  • All records - it will import all the records that do not have the Imported checkbox selected.

  • Document Action - the status that the order will be generated in (<None>, or Complete);

  • Document Type - optional, if you do not select a document type, then this will automatically be determined by the source and destination warehouses.

• The lines that were impossible to import will not have the Imported checkbox and the Import Error Message field will be filled with the corresponding error message.

• Note: The lines will be grouped by Organization, Movement Date, Locator and Locator To.