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How to import opening balance from Excel
How to import opening balance from Excel
Updated over a week ago

Step one : Export Excel form from “EDARA”

  • Go to the ”Warehouse” module

  • Open the ”Warehouses stocks” report

Certain columns must be specified for Excel to be entered on the opening balance page

  • Description

  • Local balance

  • Classification code (from custom view)

  • Show available serials (from other options) in case of needed serials

  • Specify “All” in balance status

  • Select single warehouse

  • Click “Generate”

  • Move on Fab button “ +” then click Excel

  • Insert the opening balance quantities in local balance column

⭐Be sure that the excel sheet does not have any zero quantities , if some items has no balance delete its rows from the excel sheet

⭐ In the case of entering serial data, it is separated by a “,” and its number is equal to the quantity in the same line

Step two : Import Excel in opening balance page after completing it

  • Go to the Warehouse module

  • Open the ”Opening balance” page

  • Select the “Warehouse”

  • Click new

  • Click on ⇅

  • Choose the excel sheet

  • Click “Save”

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