11. Importing a stock order as .CSV file

Before importing a stock order:

  1. Enable inventory tracking.
  2. Add a supplier.
  3. Create a warehouse.
  4. Connect an outlet to a warehouse.

To import a stock order as a .CSV file:

  1. Create CSV file for a stock order import.
  2. Sign in to your AgentCASH administrator user account on the web.
  3. In the main menu go to Inventory->Stock orders.
  4. To add a stock order, click +ADD.
  5. Edit stock order details (mandatory fields):
    • Select a supplier in the Supplier drop-down menu.
    • Select a warehouse in the Warehouse drop-down menu.
  6. Click IMPORT.
  7. Select a .CSV file to import a stock order. After the file has been selected, the import will start automatically. After the import has finished you will get noticed about the number of rows that were imported.
  8. The stock order is now saved as a draft and it can be edited before executing.
  9. To execute, click EXECUTE. The stock order is now marked as closed and can not be edited.

To modify an inventory, use stock adjustments and stocktake.

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