Inventory: Bulk Importing Inventory
Purpose
- To provide instructions for importing multiple items of inventory using the inventory import template.
- The Sample CSV template is attached to the bottom of this article.
The MOST recent CSV Spreadsheet is always available for download from within First Due as outlined in step #4 listed below.
Video
Directions
1. Navigate to Assets > Inventory Management.
2. Select the Inventory List.
3. Select the Actions Chevron then, Select Import CSV.
4. Select Download sample spreadsheet.
5. Begin entering data into the fields. Once complete, save the .csv file.
Be sure to delete the example rows in the template.
Please carefully review the Inventory Import Dataset table near the bottom of this article for details about each field.
6. Return to Assets > Inventory Management> Inventory List. Select the Actions Chevron then, Click Import CSV.
7. Chose your file to upload, then Select Import.
If you attempt to import any inventory that has erroneous data, the system will download a file named "NotImportedInventories" explaining the errors detected during import (errors will be listed in column "X"). Any inventory with correct data will still import successfully.
If you attempt to import inventory that is already in the system (based on Name), you will receive the message below and a file named "DuplicatesInventoryItems" will automatically download to provide you a list of duplicate inventories that you are attempting to import:
- Update will ADD TO existing inventory NOT overwrite as the modal suggests.
- Reject will reject the duplicated rows but still import the new inventory.
- Cancel will terminate the import.
Inventory Import Dataset
COLUMN | FIELD | EXPLANATION | EXAMPLE |
| A | Group Name | Denotes the group or category that the inventory
will be assigned under. | Medical
Supplies |
| B | Name (required field) | Unique name for the piece of inventory | 18g IV needle |
| C | Description | Description
of the piece of inventory | 18g
sheathed IV needle/catheter for extremity IV access |
| *D | SKU# | Sku code of the piece of inventory | GH2B-MCH |
E | Packaging | Type of packaging the inventory is in | Box |
F | Current Price Per Unit | Price per unit | 1.99 |
G | Vendor | Will be the default vendor | |
H | Is Quantity Enable | Enables quantities of inventory to be recorded in the system | "True" - Enables "False" - Disables |
I | Is Minimum Quantity Enable | Enables the field to record a minimum quantity for the item | "True" - Enables "False" - Disables |
J | Notify Below Min | Do notifications need to be sent if the item falls below the minimum | "True" - Enables "False" - Disables |
| K | Is Maximum Quantity Enable | Enables the field to record a maximum quantity for the item | "True" - Enables "False" - Disables |
| L | Is Expiration Date Enable | Enables quantities of inventory to be recorded in
the system | "True"
- Enables the quantity field "False" - Disables the quantity field |
| M | Is Required Expiration Date | Specifies whether expiration date is a required | "True"
- Enables the minimum quantity field "False" - Disables the minimum quantity field |
N | Expiration Date | MM/DD/YYYY, NO Leading Zeros | 1/1/2028 1/11/2028 11/1/2028 |
O | Quantity | Quantity of item being imported | 20 |
P | Min | If importing item to a compartment, storage, or pouch minimum value that should be in said sub-location | |
Q | Max | If importing item to a compartment, storage, or pouch minimum value that should be in said sub-location | |
**R | Apparatus | Apparatus that contains the compartment items will be located in | |
**S | Compartment | Compartment of the Apparatus in Column "R" | |
**T | Station | Station that contains the storage items will be located in | |
**U | Storage | Storage of the Station in Column "U" | |
**V | Kit | Kit that contains the Pouch items will be located in | |
**W | Pouch | Pouch of the Kit in Column "V" |
* Special characters may be used for SKU but are limited to Dash (-), Underscore (_), Forward Slash (/) and Hashtag (#)
* *Columns R-W MUST exist in your account; the import will NOT create locations and or sub-locations
Note: Any True/False field that is left blank in the import.csv file will automatically default to "False" during import.
The image below shows which fields the columns in the CSV file correlate with when manually entering new inventory.
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