Overview

Komet Sales allows manually adding items to the inventory. However, users are allowed to upload inventory directly into the system by using an Excel file. This article explains how to do it.

Instructions

The system allows to upload an Excel file (.xls or .xlsx) with a certain structure; all the records on it will be added to the Komet Sales inventory in boxes. Please follow the following instructions in order to upload inventory:

1) Go to Inventory>>Add Inventory.

2) Click on Upload Inventory from Excel. The Upload Inventory in Boxes screen will open. From this screen, users can upload the Excel file with all the products information to be imported into Komet Sales. The Excel file must contain the following columns:

• Vendor Code: The code of the vendor.
•  AWB: The air waybill number.
• Ship Date: The date when the vendor ships the product, date format YYYY-MM-DD.
• Product Description: The description of the product. You should send either the product description or the product code.
•  Product Code: The code of the product. You should send either the product description or the product code.
•  Boxes: The quantity of boxes to be added to the inventory.
•  Box Type: The box type code (HB, QB, EB, etc.). It's a constant.
•  Unit Type: Stem or Bunch.
•  Bunches/Box: The number of bunches per box.
•  Stems/Bunch: The stems per bunch.
• Unit Cost: If the unit type is bunch, you must enter the cost per bunch. If the unit type is stem, you must enter the cost per stem.

Download here an example of the excel file.

3) Once the file has been uploaded, a message will appear at the top of the screen. Notice that the Confirm Inventory check will automatically confirm the inventory from the staging area once the file is successfully uploaded.

4) An email notification will be sent out with the results of the importing process.

If the process is successful, an email as the following will be sent to the logged on user:

If some registers cannot be uploaded, the following email notification will be sent. Notice that there is a link where users can review the reasons why the registers were not imported into Komet Sales.

5) Once the information is uploaded, we strongly recommend you validate if the information has been correctly imported into the Komet Sales inventory.