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

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Revision as of 14:52, 28 September 2022 by LaySwan (talk | contribs) (Created page with "'''Question:''' How to import stock item opening balance with serial number? '''Version:''' 1.8 / 1.9 / 2.0 <u><b>Answer :</b></u> There are 3 methods to import stock item opening balance with serial no. <u><b>Import a Range of Serial Number, such as from A001 to A005</b></u> The following is an Excel template of import stock item opening balance with serial no. You can maintain the <span style='color:red'>SerialNo</span> column using ‘<span style='color:red'>->...")
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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.


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.




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


Import Serial Number Not in Range

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



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


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.


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



By: Jodie 220901, Lay Swan 220909, P220926


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