"Edara" allows you to import inventory transfers through Excel to list the quantities to be transferred and re-import the file. This article details the steps involved.
Importing stock transfers via Excel
This process requires three steps:
Step 1: Exporting an Excel File from the System
Go to the warehouse module
Open the "Warehouse stocks report"
Select the warehouse
Ensure the balance status is set to "Non-zero Balances"
Click "Generate"
Click on the "+" icon
Select "Excel"
Step 2: Preparing the Excel File
Open the Excel file
Rename the column "Warehouse Balance" to "Quantity"
Enter the quantities of the items according to the amount of the items to be transferred
Note: Ensure you delete the totals row before re-uploading the file to avoid any issues with the upload.
Step 3: Importing the Transfer
Go to the warehouse module
Open "Issue transfers"
Click on "New"
Select the source warehouse
Select the destination warehouse
Click the "⇅" icon to import the item quantities excel
Choose the Excel document
Click "Save"
If you encounter any challenges or have any questions during these processes, you can contact our technical support team, who are ready to assist you.