How to check items IN/OUT with a spreadsheet

For bulk operations, you can use a spreadsheet. This is especially useful when checking multiple items in or out, or when transferring products between different locations.

Checking Items In/Out Using a Spreadsheet

  1. From the Map dashboard, hover your cursor to your preferred location and wait for the CHECK IN and CHECK OUT button to appear.
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  1. Click the ‘Import From File’ Button. You'll find this button in the upper-right corner of the page.

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  2. Upload Your File
    • Select and upload a CSV file. Your spreadsheet should contain a Product Number column and a Quantity column. For example, see the SAMPLE CSV FILE
    • You can create a CSV file using spreadsheet software such as Microsoft Excel.
  3. Match the Fields
    • CyberStockroom will automatically detect the fields from your spreadsheet. The detected fields will appear on the left side of the screen.
    • Match the Product Number and Quantity fields to their respective columns. To do this, click, hold, and drag the fields.
    • Click Next to proceed.

    • Double-check the list of products imported from your spreadsheet, then click the Check In or Check Out button to proceed.

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  4. Add a Comment (Optional)
    • Write a comment for the transaction.
    • Click ‘Save’.
  • The product list window will indicate if you are checking out products that exceed the available quantity in that location.
  • You will have the option to upload a corrected file.

  • If you choose to proceed with the original file and quantity, only the available products will be checked out.

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