Cycle Count Adjustment Excel Import

Preparation

Firstly, you need an excel file containing a UPC and qty column. If starting with an existing cycle count report, it would best to filter on Date and Difference columns. In this case, I am filtering by March 4th only, and showing only differences that are not 0:

Copy the UPC and Difference columns into a new spreadsheet. Our goal is to have a spreadsheet with the column headers on row 1, and at least a UPC and qty value.

When pasting from source data that uses a formula (like the Difference column from above), be sure to Right click on the cell and choose the Paste Values option.

This will paste the number instead of the formula:

Save this file where you can access it easily.

Cycle Count Import

The Cycle Count Import button can be found on the Inventory tab in the Inventory\Excel Imports section:

First, select the store you are uploading the cycle count sheet for (note: "all stores" is in the dropdown, but is not supported on this form):

Click the Import button, and select the file you will be uploading:

If your column names don't exactly match what is expected, a dialog box may pop up to ask you to choose which column should map to the necessary data:

A preview will load, showing you what items are being affected, the adjustment quantity, and the current on hands:

Click the "Commit" checkbox, then click "Process":

(Caution: Clicking "Process" more than once WILL result in a second adjustment.)

The final results will show on screen. Green highlighted items were updated successfully:

Checking Results

If you look at the history of the items, there will now be a new Inventory Adjustment line for the quantity and store that the Cycle Count was for, with the current timestamp:

The full transaction appears as such:

The PO/Reference column will show the same "CycleCountDD-MM-YYYY" format for all Cycle Count adjustments, for easier identification: