RetailEasy on-cloud supports both individual and bulk Opening stock update entry. The Opening Stock update entry via Master Migraton can be done in three ways based on the Product Type.

Standard Item Stock Update can be migrated by

• Item Name

• EAN Code

Serialized Items can be migrated by

• Serial Numbers

Benefits of Master Migration of Opening Stock [By Serial No]:

Opening stock entries are made when the stock is added to the existing stock count of the inventory. This process is usually done in large numbers as stock refill is done in bulk. The Master Migration of Opening Stock [By Serial No] saves the time involved in the process by eliminating the repetition of steps in individual stock update.

Note: Master migration in RetailEasy on-cloud is done by downloading the template of the file to which you will be entering data. After the data entry, the file can be uploaded and RetailEasy on-cloud will map the Stock count in the Inventory.

• RetailEasy on-cloud lets you customize/configure the template sheet through the Load Config button

• You can save the template sheet configuration using the Save Config button

• The saved template configuration can be downloaded using the Download CSV button

How is Opening Stock Master Migration done in REOC?

Step 1: In the main tab of RetailEasy on-cloud, click on Tools > Master Migration

Step 2: In the Sheet generation section, from the drop-down of the Select a Master field, select Opening Stocks [By Serial No] and click on Load Config

Step 3: In the Load Config screen, tick the checkboxes of the features you want to add to the template sheet

Note:

• The ticked features will appear as columns in the template sheet

Step 4: Click on Save Config to save the template configuration and a confirmatory message pops up. Click on OK

Step 5: Click on Download CSV to download the template file

Note:

• Open the downloaded file from your local storage and enter the Supplier details without altering any of the column titles

• If the column titles are edited or modified, RetailEasy on-cloud will throw an error message and will not accept the file for upload

• The downloaded file can be opened in any application that can handle .csv files

Step 6: Save the file on your local storage after entering the Opening Stock details and click on Upload Sheet

Note: Refer to the Column Value column of the Load Config screen to know the valid entries to the fields.

Step 7: In the Upload Sheet screen, from the drop-down of the Select a Master field, select Opening Stocks [By Serial No]

Step 8: Click on the Choose File option to browse and upload the file from your local storage. The name of the chosen file appears to the right of the Choose file option. Click on Upload File.

Step 9: If the file is uploaded without an error, a message confirming the successful upload of Opening Stock data appears. Click on OK. The uploaded Opening Stock count can be observed in the inventory.

Possible errors and their remedies:

RetailEasy on-cloud  will help you identify the manual errors you have committed in the sheet automatically. You can check them in the Upload Status screen. On the occasion of receiving an error message, click OK on the error message box and go to the Upload Status section. Here are some possible errors and their remedies.

➤ Error: The Column titles on the downloaded CSV file are modified-Configuration error

Remedy: Do not modify the Column titles of the downloaded CSV file.

➤ Error: The entries do not align with the defined Column Values/the Column titles are not mapped to the Item Master

Remedy: Click Upload Status. In Select a Master field choose the Opening Stock [By Serial No] from the drop-down. Click on Load.  Scroll to the right of the screen to see the Reason for the error.

➤ Error: The uploaded file is not in the CSV

Remedy: Convert your file to the CSV format and upload.

How to view the Uploaded Stocks?

Step 1: In the man tab of RetailEasy on-cloud, click on Reports > Inventory

Step 2: From the drop-down of the Inventory section, select Stock Replenishment > Opening Stock Detail

Step 3: Apply the filters (Date, Location, conditions) by clicking on the Filter icon on the left panel. Click on Apply

The Serialized Items have been added to the domain from the spreadsheet with minimal time and the serial numbers of the Items have been made without any errors.