You can update inventory for multiple products simultaneously by uploading a CSV file. This method allows you to add or remove stock without creating Advanced Shipping Notices (ASNs). Before you upload inventory, ensure that products already exist in the Mintsoft system. This requirement ensures the uploaded stock can be properly allocated. Create or import products beforehand if necessary.
Note: When removing stock, ensure the final quantity won't drop below zero. For example, if you have 10 units and want to reduce to zero, remove exactly 10 units. Removing more will create negative stock levels.
Video Walkthrough
Prerequisites
Before you start, ensure the following conditions are met:
Products Exist in Mintsoft: Make sure all the products for which inventory stock needs adjustment are already set up in the system. Products can be added via eCommerce integrations or manually created.
Unique Identifiers (SKUs): Products must have unique SKUs to match inventory updates correctly. If new SKUs are required, generate them beforehand.
Download and populate the template
Updating inventory in bulk to Mintsoft is done through a spreadsheet. This process is applicable for both existing products and newly created ones, provided they are set up in the system accurately, to create and upload a Goods In spreadsheet please do the following:
Go to Products then click Extras.
Click Upload Goods In / Out Spreadsheet.
Click Download Template.
Save the CSV file to your computer.
Open the CSV file and populate it with your data:
Once you have populated the fields/ rows for inventory adjustment, save the file in CSV format.
Mandatory fields:
Client - (3PL accounts only) Enter the client's name.
SKU - Enter the product SKU.
Warehouse - Enter the warehouse code.
Quantity - Enter the adjustment amount:
Use positive numbers to add stock (e.g., 5).
Use negative numbers to remove stock (e.g., -5).
Comment - Enter a reason for the adjustment.
Optional fields:
Location - Enter the warehouse location. Leave blank to book into the Unassigned location.
BestBefore - Enter the best before date if applicable.
BatchNo - Enter the batch number if applicable.
SerialNo - Enter the serial number if applicable.
Additionally, when uncertain about specific warehouse locations, you can leave this field blank. The stock will be assigned to the "Unassigned" location automatically and can be relocated later using Mintsoft's stock transfer options.
Spreadsheet Example
Upload the spreadsheet
Once you have populated a Goods In Spreadsheet, the next step is to upload it:
Go to Products then click Extras.
Click Upload Goods In / Out Spreadsheet.
Click Choose File and select your saved CSV file.
Click Upload.
You'll see a "Stock Successfully Updated" message if the upload is successful. The inventory levels will update immediately in the system.
Upload Example
