Import Inventory Levels and Values

Overview

To load inventory levels and quantities into the system, you would go to "Import Inventory Quantities and Values" under Tools menu, Getting Started to load your data. Click on Download CSV template to get an example. Use the csv file inventory_quantities_and_values.csv template to populate with data.

The csv template has the following required  columns. You only need 4 columns if you stock the product in one unit(e.g. EA). If you do stock the products in different units, then you would need additional columns like Facility Code 2, QTY 2 ,UOM 2.

Warehouse location in VersAccounts is called Facility.  If you have multiple Facilities enabled for your account, you would be able to create more than one Facility(warehouse).

Part Number: Part Number of the product
Value:  The total value of the inventory in your home currency.
Facility Code 1: WHS if you only have one facility/warehouse. If you have set up multiple facilities/warehouses, put the facility code (set when you create the facility) here.
QTY 1: The inventory level of the product.
UOM 1: Unit name of the product. EA for example.
Inventory Date: YYYY-MM-DD

Examples:
1. This will bring in 100 dollar worth of product with the part number 1234 into the system. Inventory of the item is 10 EA

2. This will bring in 100 dollar worth of product with the part number 1234 into 2 separate facilities(warehouse). Facility WHS holds 5 EA of the product and Facility DHS holds 5 EA of the product.