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Downloading stock item details

How to download the list of stock items in CSV and PDF formats

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Written by Ashok P
Updated over a month ago

You can download the list of stock items in the catalog in CSV and PDF formats.

Here are some things you will need to know about the details in the downloaded files.

  • Stock items with a '0' (zero) on-hand quantity are not included in either the CSV or PDF files.

  • The downloaded PDF file, also known as the "Physical Inventory Report," includes fields to enter the actual on-hand quantity and notes.

  • The CSV format contains much more detail, including stock values by inventory location, available, allocated, ordered, and needed quantities, and the part number and UPC, EAN, or ITF of the stock item.

To download stock item details, click the Download icon in the top-left corner of the "Inventory" page, then select one of the three download options.

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