How to import records into stock receipts in

In this article, you will find a step-by-step guide helping you to import a mass of records into the Stock receipt. Import template – Stock receipt

1. To create a receipt, you need to have a stock card for the records you want to import.

Stock cards module - new stock card button

2. To create a new stock card, click on “new stock card”. To create it, you only need to enter its name.

Stock cards module - Add stock card

3. Create a spreadsheet (Excel, Google Sheet). Fill in the first row according to the attached photo. In order to correctly create the stock receipt, it is necessary to fill in the stock card.

Template for stock receipt - stock card, part number, stock item, serial number, external identification, amount, tax, price

4. After creating the spreadsheet, download the file in .csv format.

Download the template in csv format

5. Open the stock receipts module in and click on “Add”.

Stock receipts module - Add button

6. Fill in the required data. To create a stock receipt, press “import items/records from CSV” and upload the created file.

Add stock receipt - Fill in the required data and import items from CSV

7. Records have been imported into the stock receipt! In order to create the stock receipt, click on “save”.

Add stock receipt - Items have been imported - save