Adding Initial Stock via Excel in Novulo

[Q&A] General
2

Hey Stephan,

I assume that you already have a database full of products that have the checkmark “is inventory product” enabled. This is a prerequisite for importing stock.

To import stock, I recommend using the “inventorycorrections” record.
By creating an Excel sheet and a custom import definition to fill the fields below, you can import a lot of corrections in one go. An inventory correction, if defined correctly, will automatically trigger the creation of stock changes and journal entries right after it is being added in an AfterCommit data process.

First, try to add an inventory correction manually. Then, if you succeed, use this explanation to create an Excel sheet that is optimized for importing data.

An inventory correction to add 1 product with the value of €10
An inventory correction to add 1 product with the value of €10960×398 18.4 KB

  1. The date time after when the new stock should be available in the warehouse for reservations. This can be a past or future date time.
  2. Use a description like “Initial stock correction” or something similar so that you can distinguish it from other corrections.
  3. Chose “Mutation” as the type, since we are mutating the current stock level (0) by adding new stock.
  4. Choose the actual quantity (float) that you want to add. The stock unit is based on the default stock unit of the product.
  5. The actual stock location within the warehouse of your choice. Add a new warehouse and a stock location under all settings if you cannot see any options here.
  6. The owner of the stock is the organization that can reserve and sell the stock. This organization also owns financial administration, where the corresponding journal entries for the new stock are stored.
  7. Choose the product that should get new stock. Only inventory products can be chosen here.
  8. This is an optional field, if you want to import individual products like serial number products or batch products with a lot number, like for example medicine. Leave it empty if none of these apply to your use case.
  9. The stock value per unit is important for the journal entries in the financial administration.
  10. Use the stock value determination type “manual” to add stock with a manually defined value. If the value is “none” add new stock value determination under “All settings”.
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