Downloading your stock list excel and making changes

(Make sure you read the rules at the bottom)

1. How to download your stock list as an Excel

2. Head to manage stock.
3. Click "Download Stock"
4. Open the stock Excel spreadsheet.
5. Changes product descriptions, prices and QTYs etc.
6. Save the Excel.

7. Re-upload the Excel spreadsheet with the changes you have made.

   

If you are uploading stock sheets for the first time. Please send the spreadsheet to us, so we can check it before uploading.

Essential Rules When Editing Stock

Always follow these steps:

• Download a new spreadsheet every time you make changes.
• Do not delete or remove any existing stock items.
• Do not change the Stock ID or Stock Library ID of any existing items.

Adding a New Stock Item

When adding new stock, the following columns are mandatory:

• Location: Default (unless you use multiple warehouses)
• Archived: FALSE
• ID: 0 (the system will generate the real ID after upload)
• External_id: Leave blank
• Stock_library_id: Use the value shown in existing items in the same tab
• sub_type: Use the value shown in existing items in the same tab
• category: Enter the category you want the item to appear in
• name: Enter the stock name
• quantity: Enter a quantity (cannot be 0 or blank)
• rate: Add the price (numbers only; no currency symbol)

All fields above must be completed to successfully add a new item.

All other columns can be left blank.

Also make sure items are added to the correct category (e.g., chairs go in the Chair category).

The Generic folder contains any categories that do not fall into our suggested list (e.g., bar, heaters).

If you’re adding components (pick/load list items), enter these in the Components tab.

Additional Rules

• You cannot add new columns to the spreadsheet.
• You cannot rename any existing column titles.
• You may only update the following columns:
  category, name, quantity, rate, load_priority, weight_in_kg
• Do not change any stock IDs.
• Always upload the most recent saved version of your spreadsheet. Uploading an old file (even from 2 weeks ago) will overwrite your stock list with outdated information.
  • Suggested: After uploading your updated stock spreadsheet, delete old versions from your computer. If further edits are needed, always download a fresh file from Manage Stock.

Final Tips

1. You must upload an Excel file (.xlsx) — not CSV or Numbers.
2. You can ignore all suggested stock items that show a Stock ID of 0.