Overview

This article will walk you through how to export an electronic copy of the Inventory Count if you need to have people manually counting offline, totaling the results within the electronic version, and then importing them.


Procedure

VIDEO COMING SOON!


We offer multiple formats to export to in Cloud Retailer.  Which one is "right" depends on your situation and skills. In general, for Inventory Counts you'll want to export as either a CSV (Comma-Separated Value) or Excel document.  If you are uncertain, choose CSV; both can be opened with Excel, but CSV is more universal.


  1. Open your Cloud Retailer Back Office software.
  2. Navigate to Tools -> Inventory Counting from the left-hand menu.
  3. Select the Inventory Count for which you wish to export.
  4. Press the Edit Selected Inventory Count button.  This will open the Inventory Count Properties window.
  5. Scroll down to the Inventory Count Results section.
  6. Click the Generate Csv/Excel/Xml/Json button. 
  7. Choose whether to export as CSV or Excel.

    NOTE: The file will be automatically saved to your default Downloads folder with the name "Inventory Count Adjustment <TodaysDateAndTime>.csv" (or .XLSX)


WARNING: Cloud Retailer Inventory Counting assumes that you will enter a count value for every Product that was added to it.  If a Product is present on a count when Finalized, but no count data was entered, a quantity of 0 will be assumed, this is true of imported data as well.



Next Steps

Once you have completed your manual count and updated the electronic copy, you can use the article Walkthrough - Importing quantities into an Inventory Count to add the values to an existing Inventory Count.


WARNING: With current versions of Cloud Retailer it is necessary to rename the following headers of the exported document, prior to importing into the Inventory Count:
  • Product => ProductCode
  • Counted => Quantity
  • Entry Time => Entry Date



References