Stock: How to import stock item opening balance with serial number

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Question: How to import stock item opening balance with serial number?

Version: 1.8 / 1.9 / 2.0


Answer :

There are 3 methods to import stock item opening balance with serial no.


Import a Range of Serial Number, such as from A001 to A005

The following is an Excel template of import stock item opening balance with serial no. You can maintain the SerialNo column using ‘->’ symbol to indicate the serial numbers within a range.

Import item op sn1.png


Then copy the data (Header and Detail) from template, log in to AutoCount Accounting Management Studio > Import > Import Stock Item Opening and click on Paste from Clipboard.

Import item op sn2.png


Import item op sn3.png


Import item op sn4.png


After import successfully completed, the serial number result will show as below.

Import item op sn5.png


Import Serial Number Not in Range

You can maintain the SerialNo column with commas to separate the serial numbers individually.

Import item op sn6.png


Import item op sn7.png


Alternatively, you can maintain the Serial No row by row as the following Excel template.

Import item op sn8.png


Note:
Before click on Paste from Clipboard, change the Duplicate Item Code Action from OverWrite to Expand, else it will overwrite and will not have 2 records.

Import item op sn9.png


After import successfully completed, the item opening balance will be displayed separately with different serial number.

Import item op sn10.png


Import item op sn11.png


By: Jodie 220901, Lay Swan 220909, P220926


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