Stock Import - Stock Price Update


Importing Stock Price CSV

Step     Action

  1.      Select {Settings} and then select {Stock} under Dockets. Select the 

          {Stock Import} tab.

  2.       Select {Choose File} under Stock Price CSV.

 

             A File Upload modal window will open.

  3.      Locate file on computer to be imported and select {Open}. The name of the file to

          be opened will appear to the right of the {Choose File} button.

     

  4.      Select {Map}. A results window will pop-up to indicate the imported CSV headers

             are ready to be mapped.

   

  5.      Select X to close pop-up results window. Mapping options will be available once 

         Stock Price CSV file has been imported and must be done before import can be

         completed.


Mapping Stock Price CSV

Step    Action

  1.       After importing Stock Price CSV file, complete the mapping fields.

 


             Note: If additional scales need to be mapped, select {Add Additional Scales}. 

             Fields to map additional quantities, costs, and book costs will appear.  


  2.       Select {Update}. A modal window will appear with a summary of Stock 

          Price Update import.

  3.     Select {Close} to exit modal window. A results window will pop-up to confirm 

         Update Completed.


         Note: Additional comments may appear in pop-up window indicating any incomplete 

         field data from the Update.