Overview
- Download the latest CSV template from the “Upload Inventory” module.
- Add Inventory information into the CSV template.
- Upload the CSV template into Xoro.
- Go to Upload Inventory using the Search Menu.
- Click on “Download 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:
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 |
|---|---|---|
| **StoreCode | Text | Refer to your system and enter the Store Code for which the inventory is being changed. |
| **ItemNumber | Text | Enter the Item Number (SKU) exactly as it is in Xoro here. |
| **LocationName | Text | Depending on whether you have your WMS enabled or not, you may have a single or multiple bin location(s). Please refer to the Location Centre in the system to determine which location you’re changing the inventory for. |
| **Qty | Numeric | Enter a quantity here according to the Upload Rule you will use.
Delta Rule Behavior: This rule increments or decrements the quantity for a particular ItemNumber, Location, and store. For example, entering 1 here increases the current inventory in the system on that location by 1. Likewise, putting -1 decreases the current inventory in the system on that location by -1. (Quantity = Final Qty – Current Qty ) Sync Rule Behavior: This rule overrides the quantity ItemNumber, Location, and store. For example, entering 15 here overwrites the current inventory in the system on that location to 15. You cannot use negative quantities when this rule is chosen. Based upon your quantity the system will make the necessary adjustments in the system (positive or negative) (Quantity = Final Qty ) |
| **ReasonCode | Text | Enter “FI” (without quotes) for found inventory. |
| Memo | Text | Enter a memo here if necessary.For Opening Inventory, you can mention “Opening Balance Inventory”. |
| ItemUpc | Text | Enter the Item UPC here. If UPC is entered, then the system will match UPC first prior to the ItemNumber (if the App config for UPC is turned on) |
| UploadRule | Text | Enter “S” or “D” here for selecting sync or delta rule. If entered, this field will take preference |
| AdjAccntName | Text | This will overwrite the adjustment account for item.Generally for opening balances entry, “Opening Balance Equity” account is used here. |
| TxnDate | Date | Enter the date of inventory adjustment here. Format is MM-DD-YYYY |
| ImportError | Text | If the file import results in an error, the errors will be listed in this column in the error file. |
| LPN | Text | This column only shows up if enable LPN settings is turned on in the App config. Enter LPN number here. |
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 and Select Upload Rule from the below:
- Select the “Upload Rule”
- (Quantity = Final Qty – Current Qty ) or (Quantity = Final Qty )
- After the file and rule have been selected, click on Verify & 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 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.
