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Load a warehouse's opening stock

A warehouse's opening stock is its initial count: one stock take per warehouse, dated to your inventory start date. You can load it from a CSV, with one file per warehouse. Every row sets that product's opening quantity and unit cost in the warehouse.

Before you begin​

  • Set your inventory start date. The CSV load refuses to run without it.
  • You need permission to edit warehouses to load a CSV.
  • Have one CSV per warehouse with these columns:
ColumnRequired?What it holds
skusku or barcode on every rowThe product's SKU.
barcodesku or barcode on every rowThe product's barcode, when the row has no SKU.
quantityYesThe units on hand at the inventory start date.
unit_costNoCost per unit in your currency. Leave it blank to use the product's cost. Enter 0 only if the stock really cost nothing.

Steps​

  1. Go to Inventory → Stock Takes and click New Stock Take.
  2. Tick Initial Count, then pick the Warehouse. The count date shows your inventory start date once it loads.
  3. Leave Condition blank: a CSV loads the warehouse's opening stock without a condition.
  4. Under Load from a CSV, drag your file in or click to choose it. Only .csv files are accepted.
  5. Read the result. It shows how many rows were imported, how many were skipped, and how many used the product's cost because unit_cost was blank. Skipped rows are listed with the reason, and Download skipped rows (CSV) gives you a file to fix and load again.

If the warehouse already has an initial count, loading a CSV updates it. Each row replaces that product's opening stock in the warehouse, and products not in the file keep theirs. A large file runs in the background, and you're emailed the result.

Amazon FBA and AWD warehouses​

Amazon reports the units in an FBA or AWD warehouse but not what they cost you, so you load their opening stock and cost from a CSV the same way. These warehouses appear in New Stock Take only once Initial Count is ticked, and only for Load from a CSV: you can't enter their counts by hand, and they never appear for an ordinary stock take. Virtual and supplier warehouses aren't offered.

When an Amazon warehouse is linked to your Amazon account, a later CSV that changes a unit cost already loaded is refused before anything is saved. Amazon sales take their cost from SKU.io's Amazon cost records, so the change wouldn't reach them. Change the initial unit cost on the product's FNSKU mapping instead. A CSV that only changes quantities still loads.

To start from what the warehouse holds now, click Download current opening stock first, edit the file, and load it back.

When the load finishes, the dialog's button reads Done: the CSV has already made the initial count, so there's nothing more to create.

Entering counts by hand

To type the counts in instead of loading a file, click Create Stock Take in the same dialog and add the products to the count. See Create a stock take & add items.

If a row is skipped​

Reason shownWhat to do
Row has no SKU or barcodeFill in sku or barcode.
No product with SKU … (or barcode …)Check the code, or create the product, then load the row again.
Duplicate of row …The product is already on an earlier row. Keep one row per product.
Quantity is missing or not a numberEnter the units on hand as a number.
Quantity can't be negativeEnter 0 or more.
Unit cost must be a number of 0 or moreFix the unit_cost, or leave it blank to use the product's cost.
No cost in the file or on the productEnter a unit_cost, or give the product a cost first. A row is never loaded at zero cost unless the file says 0.

Next steps​

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