Opening Stock Migration 

In many cases, businesses may have been operating for years before adopting TruePOS. To ensure all existing inventory is accurately tracked, you can enter the current stock in your store as opening stock in the software.

• Using Opening Stock Entry screen, you can save the number stocks on hand available for sale or use in the current branch.

• You can also use the Opening Stock Entry screen when you do not know your  payable to the suppliers.

Opening stock migration is used to import bulk stocks. Opening stock can be put based on item name, serial no and EAN code.

Steps followed for Opening Stock Migration Process:

1.Go to Tools-> Master Migration

2.Select the Master as either of three as per how you wish to import and click on Load Config button.

a) Opening stock (By Item name)

b) Opening stock (By EAN code)

c) Opening stock (By Serial no)

3.Enable the field which needs to be added in sheet. You can specify certain fields as mandatory also. After selecting the fields, Click on Save Config and Download the CSV.

The excel sheet will get downloaded (Kindly take note of the column size, Data type and Column value before filling up the sheet and make sure the values filled up in the sheet satisfy the conditions)

If in case of any incorrect records, it will load in upload status where the incorrect values can be corrected. Select the master and click on Load button, all the invalid records if any will be listed, you can correct it and click save the master for successful upload.

For detailed Step, please check the link below.

Opening stock (By Item name)

Opening stock (By EAN code)

Opening stock (By Serial no)

 FAQ:

Q1.While uploading the sheet, getting the below message ?

Solution : You will get this message if the column value does not satisfy column conditions. In the same master migration menu, click on upload status menu, select the same master from the dropdown and click on load button. The invalid records will be loaded along with the reason. You can correct the invalid record in the same menu and click on the save master button. The data will get saved successfully.

Q2.While updating the sheet, getting the message as "FAILED"

Solution : Checked for the mentioned special characters  " ' \ , & :  ! , & @ $ %   in the sheet. Remove the same and then you can upload the sheet again.

Q3.After uploading the sheet, where we can verify it were successfully uploaded?

Solution: You can check in Inventory-->Opening stock entry →Click on View button it will display the Opening stock entry done via migration in the LOV (list of Values)

You can also check theOpening stock entries made, under the Reports -> Inventory -> Stock replenishment -> Opening stock detail.