Inventory: Bulk Importing Inventory
Purpose
- To provide instructions for importing multiple pieces of inventory using the inventory import template.
- The Sample CSV template is attached to the bottom of this article.
Video
Directions
1. Navigate to Assets > Inventory List.
2. Select the Actions Chevron then, Select Import CSV.
3. Select Download sample spreadsheet.
4. Begin entering data into the fields. Once complete, save the .csv file.
Be sure to delete the example row in the template.
IMPORTANT ITEM #1: Please carefully review the table in the next section for details about each field.
5. Return to Assets > Inventory List. Select the Actions Chevron then, Click Import CSV.
6. Chose your file to upload, then Select Import.
ALERT #1: If you attempt to import any inventory that has erroneous data, the system will download a file named "NotImportedInventoryItems" explaining the errors detected during import (see column K). Any inventory with correct data will still import successfully.
ALERT #2: 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. Clicking Update will overwrite existing inventory and import the new inventory. Clicking Reject will reject the duplicated rows, but still import the new inventory. Clicking 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 | Is Quantity Enable | Enables quantities of inventory to be recorded in
the system | "True"
- Enables the quantity field "False" - Disables the quantity field |
| G | Is
Min Quantity Enable | Enables
the field to record a minimum quantity or par of the piece of inventory | "True"
- Enables the minimum quantity field "False" - Disables the minimum quantity field |
H | Is
Max Quantity Enable | Enables
the field to record a maximum quantity of the piece of inventory | "True"
- Enables the maximum quantity field "False" - Disables the maximum quantity field |
I | Is
Expiration Date Enable | Enables expiration dates to be recorded for pieces of
equipment. | "True" - Enables the
expiration date field "False" - Disables the expiration date field |
J | Is Required Expiration Date | Specifies whether expiration date is a required or optional field when adding inventory | "True" - Requires an expiration to be input "False" - Expiration date field can be left blank |
Note: Any True/False field that is left blank in the import.csv file will automatically default to "False" during import.
The image below highlights which fields the columns correlate with when manually entering inventory.
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