When Stock Count is In Progress, you can use the Import Stock Count function to accurately and efficiently update the products and quantities counted in bulk. Using the Import Stock Counts' CSV template file, you can list all the products you've counted, with their count quantities, and upload them to update the Stock Count accordingly.

Prerequisites for importing to Stock Counts

The Stock Count must already exist in your account, with a Stock Count Number, and have the status "In Progress".
Each product included in the Import Stock Count template must already exist in Unleashed.

Important points for importing Stock Counts

A Stock Count cannot be completed via a Stock Count import.
The Count Quantity for products included in the Stock Count but not included on the template will update to zero upon import.
Include only one Stock Count per Import Stock Count template.
Once imported successfully, the "In Progress" Stock Count will update to show the new Count Quantity per product.
You can make changes to imported Stock Count quantities until the Stock Count has been completed.

Importing a Stock Count

After a Stock Count has been created and is at the "In Progress" status, you can update the products and count quantities included via a CSV import. You have the option to download either:

Empty Stock Count template, which allows you to add the products as you go.
Pre-populated Stock Count template, which lists all products already included on the Stock Count.

Empty Stock Count template

To download a blank Stock Count template:

Go to Inventory > Transactions > Stock Counts.
Click on Import Count.
Click on Download Stock Count Template File.

In the empty Stock Count template, include the Stock Count Number, along with each product and its count quantity to ensure the appropriate Stock Count updates upon import.

Pre-populate the Stock Count template

To download a Stock Count template that's populated with all products included on your Stock Count, and any count quantities already advised:

Open the Stock Count page.
Click on the Export dropdown arrow in the top right corner.
Select Export to CSV.
Update the Count Quantity column for each product listed in the template.

🤓 Tip: If a product is missing from the template, it is not currently included in the Stock Count. You can add missing products by entering the product's code and count quantity in the next available row on the template.

Pre-populated Stock Count templates will include product description, product group, supplier, bin location, base unit of measure, and pack size, when available. But these columns are ignored when the template is imported into the Stock Count.

Update a Stock Count with a CSV template

You can update an In Progress Stock Count using an import more than once:

Go to Inventory > Transactions > Stock Counts.
Open the In Progress Stock Count.
In the top right corner of the Stock Count page, click Import.
Import the Stock Count template CSV file via the grey upload tile.
Use the task bar in the top right to monitor the import's progress:
- Orange circle: In progress.
- Green tick: Import completed.
- Red cross: Import failed.

📌Note: Each time you import count quantities for products on a Stock Count, the import's count quantity will replace the current count.

Frequently asked questions

Why aren't warehouse details included on an Import Stock Count template?

Each Stock Count created and completed will only update one warehouse's SOH. As the appropriate warehouse is selected when the Stock count is initially created, the warehouse's details aren't necessary to include on the template file used to update the existing Stock Count's template, which already has a warehouse advised.

Does the Stock Count Number need to be included on every row of the import?

Yes, you will need to include the existing "In Progress", Stock Count's unique transaction number in each row of the CSV file being imported.