Bulk Stock Upload

Stock Bulk Upload

We have created a PDF document that goes through the stock CSV import document in detail. It is the most up-to-date document. It is attached to this page.  See this document for the most recent information on the CSV file, and a description of the column requirements.
 There is a new Stock upload PDF - in the ATTACHMENTS - which applies to 47+

Creating New Stocks from a spreadsheet.

In this section we will go over how to upload a bulk amount of new stocks into the system. Before we go over downloading the template and filling this in there is a couple of items we must create beforehand that are required fields in the spreadsheet.  These are Stock Families and Stock Groups.


This Document will Cover: Creating a Stock Family, Creating a Stock Group, Creating a Stock Size, Downloading the Bulk Stock Upload file, editing and
re uploading the stock information.

INVENTORY – Stock Families

This is where your stocks can be arranged into families making setup of products easier. All this is managed from ‘Stock Families’ under ‘Inventory’ in the ‘Configure the Factory’ screen.

 


 

 

You can make a ‘family’ here and the option will be available to you later to link to a family of stocks.

 


 

 

Enter the Family name and click ‘Add Family’.


 


 

The ‘family’ will be added to the list.

 


 


 

INVENTORY – Stock Groups

This is where your stocks can be arranged into groupings making setup of products easier. All this is managed from ‘Stock Groups’ under ‘Inventory’ in the ‘Configure the Factory’ screen.

 





 First, at the bottom you need to add the ‘Stock Groups’.
 


 

 

Enter the group name and click ‘Add Stock Group’.

 


 

 

INVENTORY – Stock Sizes

This is where your stock sizes need to be added and loaded.  If the size is not loaded in this area when you go to
re upload the data from the spreadsheet you will get an error message stating that the stock size does not match. 
All this is managed from ‘Stock Sizes’ under ‘Inventory’ in the ‘Configure the Factory’ screen.


 


 

 

Once in here fill in the Name and the sizes as below and click ‘Add Size’.

 


 

This will then add the stock to the current stock list.

 


 

 

INVENTORY – Stock Bulk Upload

Now we have created these fields we need to go back into Admin; Configure Factory then click on Stock Bulk Upload.

 


 

By clicking on the ‘Basic Stock Upload Template’ this will allow you to download a XLS file to be filled in with the new stock information you want to load.

  


 

 

This will pop up with a window for you to save the file somewhere in your system that you can open it and save the changes.

 



After you have downloaded this report, either hide your web browser if you are going to be working on this file straight away or close it down and come back to it at a later date.

 

Editing the Bulk Stock Upload Spreadsheet

Now we have the spreadsheet to fill in. It is best to keep your Codes in a consistent naming convention for ease later when searching for stocks in the system. Fill in the fields with your required information.

 


 


 

Once you have filled out all the fields you want to drag the last field down and this will auto fill the formula that you need to use.

Remember to save your document along the way.


Select the fields as shown below and copy the content (Ctrl V)

 


 

 At this point you will need to go back into PrintIQ and open up Admin; Configure Factory then click on Stock Bulk Upload. Then Paste the copied information into the text box as shown below and click on ‘Verify’.


 


 

 

After hitting ‘Verify’ you should get the following message pop up under the buttons. If errors to pop up then you will need to check that your spreadsheet is correct.

 


 

Once it reads 0 errors then click ‘create stock’ button. This is creating your stocks in the background. This may take a bit of time depending on how many stocks you are creating.  Once complete you will get the below message displaying that the Stocks have been created successfully.

 


 

To see that your stocks have loaded click on the “Factory Config” button then click on “Stock”.

 


 

Here you will see a list of all the stocks that you have loaded.

 


 

You can click on one of these and open it up to view how it has be stored. Now these stocks are ready to be used.

 


 

 





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