Import initial stock from Excel file

These instructions describe the preparation and process of importing data about initial stock from an Excel table. You can access this feature from the menu in the Import/Export data button in the Receiving document taskbar.

Initial or opening stock can also be imported from a previously prepared Excel file. This option is mostly very valuable for users starting to use the program, but you can also use it at other opportunities.

Before starting with the import procedure, make sure to fill in data in the header of the receiving or internal receiving document, select the warehouse and save the document.

To import the initial stock, you have to prepare an Excel file with a suitable structure, as is advised in the pop-up IRIS information message Required Excel spreadsheet structure and here below. For a comprehensive adequacy, at least the first three columns (with content) have to be filled in.

Column A = Item ID
Column B = Quantity
Column C = Purchase price per unit
Column D = Note (optional data)
Column E = Sale price per unit
Column F = Department
Column G = Cost center
Column H = Serial number

Excel file example

Here is an example of a created Excel file for importing initial stock into the program:

Warning For a successful import of the initial or opening stock, all items have to be entered into the Items register first!

WARNING The first line of columns for import of initial stock is intended for column names, which is why the program will not consider the first line at import. You can name the Excel file randomly (e. g. Initial stock). For optimum operation, please use an Excel file version Excel 97-2003 or newer.