Stock Inventory Level allows for the initial importing of on-hand stock values and the adjusting of on-hand stock records.
Notes: This import will not update any .CSV fields other than the on-hand stock values.
Before Stock Inventory Level CSV is imported, an export should be done for all stock to be updated.
To Export Stock:
Step Action
1. Select {Inventory}. The page should open on the Stock tab.
2. Apply any filters, if applicable, and select {Search}
3. Select {Export} under Stock.
Once the stock file has been exported, on-hand values can be updated in the on-hand column. These on-hand values will update on each stock when the file is imported back into DocketManager.
To Import Stock Inventory Level CSV:
Step Action
1. Select {Settings} and then select {Stock} under Dockets. Select the {Stock Import} tab.
2. Select {Choose File} under Stock Import - Stock Inventory Level 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 {Import}. A results window will pop-up to confirm records imported
successfully.