Importing in Inventory Receipts

Import Inventory Receipts

To import in Inventory Receipts, first create an Excel spreadsheet with your column headings for each field name you wish to import. Using Import Data, map the file location for your spreadsheet to the Filename, choose the correct worksheet if you have multiple sheets in your Excel file, name your import, then use the Columns tab in order to map each Column to its corresponding field. You'll need to map the columns from your spreadsheet, typically PO Number, Product ID, Quantity and any additional information that you can provide.

One row in the Excel file must exist for each Lot or Serial number per item.  The quantity for each row should correspond to that lot or serial number.  This is a convenient way to process Inventory Receipts for a large number of serial numbers.

In order to Import in Inventory Receipts, go to File > Import Data > Inventory Receipts.

  • Required Field:
    • Product ID

Please Note: The Unit Cost and/or Amount for Inventory Receipts must be imported in the vendor’s currency when Multi-Currency is enabled.

For a general guide on importing in data, please check out our docs page.
For a detailed list of our inventory receipt import specifications, please refer to this table.