Case Inventory Load

NOTE: This should not be used for Pallet Inventory.

To load Inventory from a file created in Excel:

1) Start with a sample Bin Location load file.

a. For the Coreflex Public Warehouse version, open the file “PWH Inventory Import.csv” in Excel.

b. For the Coreflex Private Warehouse version, open the file “Private Inventory Import.csv” in Excel.

2) Fill in the fields in the spreadsheet.

a. Any unused and unnecessary fields may be removed by completely removing the column from the spreadsheet.

b. Date_Created: Set this field to the date the inventory was received into the warehouse. The Product History screen will show the adjustment as happening on this date.

3) Save the spreadsheet in a CSV (comma delimited) format in Excel using the save as function. Be careful not to save it in excel format as this can change data values by removing leading zeros (bin 01 becomes 1) and changing long data values such as UPC to exponential notation.

4) In Coreflex, go to the Import menu and select Inventory. The Import Inventory Dialog will appear.

5) Click the Import Inventory button and a dialog will open allowing you to search for the Inventory Import file you created. Highlight the file and click Open. The file will be imported. If there are problems with loading the file, a message will appear with the line number in the file that caused the problem.

6) After the file has been imported successfully, click the Close Button on the Import Inventory File Dialog.

7) Go to the Import menu and select Apply Inventory. The Apply Inventory Dialog will appear.

8) Select “Show Inventory in import file which does not match Perpetual Inventory” from the drop-down menu at the top of the dialog and click the Refresh button. The Inventory loaded from the file should appear. Perpetual Inventory for the product in the same location as loaded from the file is displayed in the list.

9) For Public Warehouse, insure the account prefix is on the product.

a. To add the Prefix, enter the Account # in the Assign Account field, highlight all of the products for that account, and click the Assign Account Button. The Prefix will be added for the Products.

10) Highlight all of the Inventory records and click the Apply button. Inventory which applied properly will be removed from the screen.

11) When all of the Inventory records are Applied, click the Close button. The Inventory is now in Coreflex and can be viewed or edited by search on Inventory Totals Tab.