Overview
Logiwa IO’s Excel import feature allows you to efficiently create one or more count plans in bulk. This method is ideal for managing large or recurring counts without having to create each plan manually. This guide will walk you through the process of preparing your file and importing it into the system.
Step-by-Step Guide
Step 1: Prepare Your Excel File
Before importing, you must prepare an Excel file (.xlsx or .csv) with the correct information. You can download a pre-formatted template directly from the import screen in Logiwa.
There are two separate templates for creating count plans: one for Location Counts and one for SKU Counts.
Location Count Template Columns:
Location Code (Mandatory): The exact code of the location to be counted.
Count Plan Code (Mandatory): The unique code for the count plan. To include multiple locations in the same plan, use the same Count Plan Code for each location row.
Description: An optional description for the count plan.
Scheduled Count Date: The date the count is scheduled for, in yyyy-MM-dd format.
Lock Locations: Enter YES or NO.
SKU Count Template Columns:
SKU Code (Mandatory): The exact SKU of the product to be counted.
Count Plan Code (Mandatory): The unique code for the count plan.
Description: An optional description for the count plan.
Scheduled Count Date: The date the count is scheduled for, in yyyy-MM-dd format.
Lock Locations: Enter YES or NO.
Step 2: Access the Import Feature
Navigate to Inventory > Count Plan.
Click the Import button in the top-right corner and select Import Count Plan.
Step 3: Upload and Validate Your File
On the import screen, drag and drop your prepared Excel file or click to browse and select the file from your computer.
Click Upload.
The system will display a preview, matching the columns from your file to the fields in Logiwa. A green checkmark indicates a successful match. If you see a red X, manually select the correct Logiwa field from the dropdown menu to resolve the mismatch.
Once all columns are matched, click the Import button to finalize the process.
Step 4: Review Import Results
After the import is complete, you can review the results on the import history screen. If the Error Count is greater than 0, click Details to see which rows failed and the specific reason for each failure.
Troubleshooting Common Import Errors
If your import fails, check for these common issues:
Duplicate Entry Error: The system will fail the import if the same
Location CodeorSKU Codeis listed more than once under the sameCount Plan Code. Each location or SKU must be unique within a single plan.Inconsistent Plan Data Error: For a single
Count Plan Code, all rows must have the exact sameDescription,Scheduled Count Date, andLock Locationsvalue. If these fields have conflicting information across different rows of the same plan, the import will fail.Invalid Code Error: The
Location CodeorSKU Codein your file does not exist in the selected warehouse. Ensure all codes are valid before importing.Unique Count Plan Code: The
Count Plan Codemust have a unique value.
What's Next?
Once your count plan has been successfully imported, the next step is to create a job to be executed by your warehouse team. To proceed, you must have a Count Job Type configured in the system.
To learn how to configure a job type, read our guide: Create a Job Type for a Cycle Count.
After your job type is ready, you can create jobs manually from the Count Plan screen or automate their creation for recurring counts by setting up a Cycle Count Wave Rule.
To learn how to automate job creation, read our guide: Create Wave Rules for a Cycle Count.
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