If you've had an external stocktaker come in and stocktake your store you can import their CSV file into Shopfront to update your costs and inventory levels.
Note: You'll need the Perform Stocktake permission to access the Stocktaker Import.
When you have received the CSV file and are ready to import the stocktake:
- Open the Menu
- Select Stock
- Select More
- Select Stocktaker Import
Select the Stocktaker's file, it can contain the following columns:
Column | Description | Required |
---|---|---|
name | The name or description of the product | No |
barcode | The barcode of the product | Yes |
cost | The single cost of the product (inclusive of tax) | No |
quantity | The quantity scanned | Yes |
Note: Column order does not matter but the column name is case sensitive and cost can contain the currency symbol ($ and €)
If you have multiple Outlet's you'll then need to select the Outlet the file is for.
You'll also have to select whether you wish to zero all other inventory (by toggling the Zero All Inventory option) and whether the file should Override or Add to the current stock on hand.
Once you've configured your settings, press Import.
Shopfront will now process the file and provide you with a notification when it is complete. Once you receive the notification click on it to view the results of the stocktake and which products were matched. If we could not match a product it will be highlighted in Green which you can then associate with an existing product or create a new one.
When you've finished checking your stocktake you can then apply it! Shopfront will apply the Stocktake in the background and notify you when it is complete.
Note: If you have basket products with track inventory turned on, the products within the basket may see an inventory decrease when zeroing stock not counted. View the article on Basket Products and refer to the Stocktaking section for more information on the effect that Basket Products have on the inventory of the products inside them.
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