Overview
- Download the latest CSV template from the “Batch Upload Inventory Movement” module.
- Add Inventory Movement information into the CSV template.
- Upload the CSV template into Xoro.
Download the CSV template file
- Go to Batch Upload Inventory Movement using the Search Menu.
- Click on “Download Template“.
Add data to the CSV template
Once you’ve downloaded the template file, you can add/copy your data into the CSV. Mandatory fields are marked with a double asterisk (**) prefix.
- The file must be a CSV (Comma-separated values) file. The name of your file must end with csv.
- Make sure you don’t change any of the column headings from row 1 in the template – these are needed for the file to import correctly.
- All date fields will accept a format of MM/DD/YYYY or MM-DD-YYYY.
- Be mindful of any leading zeros in your data, some spreadsheet software will trim them automatically without notifying you. This can be resolved by ensuring your columns have correct formatting.
- Sometimes long numbers (UPC, etc.) are formatted as scientific notation. Be sure to change the formatting on this data to display these long numbers correctly.
- Make sure all the locations and items belong to the correct Store.
The Item identifier code column specifies, how the Item number field value of the file will be used to match the Item in the system.
Below are the valid identifier codes to be used:
0 will represent Not Applicable.
1 will represent Item Number.
2 will represent Item UPC.
3 will represent Item Barcode.
4 will represent Alternate item number 1.
5 will represent Alternate item number 2.
6 will represent Alternate item number 3.
1 will represent Item Number.
2 will represent Item UPC.
3 will represent Item Barcode.
4 will represent Alternate item number 1.
5 will represent Alternate item number 2.
6 will represent Alternate item number 3.
Read Here: What is an Item Identifier Code?
| Column Name | Data Type | Description |
|---|---|---|
| **FromStoreCode | Text | Refer to your system and enter the Store Code. This is the Store from where you are moving the Item. |
| **FromLocationName | Text | Refer to your system and enter the location’s name. This is the Location of the Store from where you are moving the Item. |
| **ToStoreCode | Text | Refer to your system and enter the store you are moving the item to. |
| **ToLocationName | Text | Refer to your system and enter the location you are moving the item to. |
| **ItemNumber | Text | Enter the item’s number. |
| ItemUpc | Text | Enter the item’s UPC number. |
| **Qty | Text | Enter the Qty of the Item. |
| DateMoved | Text | Enter the Date for the Inventory Movement. |
| Memo | Text | Enter any notes or memo. |
Upload the template
Once you have entered data into the CSV file, you can follow the steps below to upload it into Xoro:
- Click Browse to select the saved CSV Template file.
- After the file has been selected, click Upload to start importing.
- While the import is in progress, the summary of the progress will be displayed at the bottom of the screen with the progress bar.
- After the import has been completed, the result will be displayed with the message for success or error (if any).
- Inventory Movement will only get uploaded into the system if there are no errors in the file.
- If there are errors in the file, you can download the error file, fix the errors in the Original File, and upload it back into Xoro.
Upload Inventory Movement
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Mass upload inventory transfers
Batch update Inventory movements
