Purpose :
1) To correct stock quantity and match the system stock and physical stock for more items in single shot.
2) To Update the stock for all the batches in single shot. For Ex : If an items has 2 or more batches, stock can be updated for all the batches in one shot via migration.
Note - The stock update migration sheet should contain maximum of only 200 items per sheet. Entering items more than 200 will degrade the performance and will take more time to upload the sheet.
Step to do Stock Update Migration
1. Go to Tools-> Master Migration Select Master: Stock update
2. Click on Load Config and enable the field to be added in sheet and Click on Save Config and Download the CSV. A sheet will be downloaded. Fill up the sheet with item code and Qty to be updated and other details and save the sheet.
3. To upload the sheet, Click on Upload Sheet and select master → Stock Update then browse the file and click on Upload file
4. Once uploaded will get message as successfully uploaded
5. Go to Inventory -> Stock update entry. Select the Branch name for which you are updating and Press Ctrl+F2 Import SU and select the Stock Update No.
6. After Loading the Stock Update click on Save
7. You Will get message as Successfully updated Kindly approve the stock
8. Go to Inventory->Stock Update Approval. Click on Location from dropdown select the location then all pending stock updates will display, from approve you can approve and reject as per condition then click on save.
FAQ
Q1. In which report we can check stock update approval status.
→ Go to Reports->Inventory->Stock Analysis->Stock Update Details Report. In the Status column you can check whether stock has been Approved successfully or Not Approved
Q2. While Doing the Import SU then Getting error ( Kindly disable the dont allow stock update greater than inward stock configuration ) How to solve this?
→ in this case kindly disable the configuration ( Allow Stock Update upto Inward Stock ) from business configuration then check.