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Upload Transactions - Create and Add Multiple Inventory Items

Last Updated: Jul 09, 2014 04:36PM CDT
The "Create and Add" option in Clearly Inventory allows you to create new items and add them to stock all at the same time.  This option functions as a normal "Increase" upload, but it will also add Item ID's and Descriptions, Locations, and Units of Measure automatically if they don't already exist in the system.  (A regular "Increase" upload will not accept records that do not have pre-existing Item ID's, Locations, or Units of Measure, and doesn't allow you to create descriptions.)

To Create and Add Multiple Inventory Items:

1. Click the "MyInventotry" tab.

2. Click the "More" button.

3. Click the "
Upload Transactions" link.

4. Click the "Select Transaction Type to Upload" field, and click the "Create and Add" option.

5. Click the "Download Sample File" button to download the sample file, populate the data table and save it to your computer. It is very important that you download the sample file and use that as the template to populate your data table. The sample file will have all of the correct column headings and these headings and their positions MUST NOT be altered.

Several columns must be populated with data. These are:
  • Item ID 
  • Item Description (it's recommended to type in a description of the item, although not required)
  • Quantity
  • Unit of Measure
  • Location
  • Date
  • Unique Tag (type in unique tag only if tracking serial, batch, lot numbers, etc...)
  • Cost (enter "0" if you're not tracking cost)

6.  Click the "Browse" or "Choose File" button to select the file for upload. 

7. Click the "Upload File" button. The file will be sent to Clearly Inventory, and you will see the word "Processing" in the "Upload Status" column in the "Transaction Upload Log" table. IMPORTANT: it may take several minutes for your file to get processed. Click the "Check Upload Statusbutton to check on status of the file upload. You can also be notified by e-mail when the upload is complete.

8. Once your table has processed, the  "Upload Status" column will update. If everything went well, you'll see the word "Complete".  If not, you'll see the word "Error" and an error message. Click the "Errors" link to open the "Transactions Upload Errors" page.  Click the "Download" button, choose "Save File As" or "Save Target As", and you can save the file for viewing and editing. Once you have edited the error file, and delete the last column (labeled "Problem"), follow the above steps 1. - 7.  to upload the corrected file.


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