When adding your materials inventory to Kojo, upload in bulk to save time and get started in fewer steps! Continue reading to learn how to bulk upload your warehouse inventory.
How it Works:
Duplicate Rows
We do not support duplicate rows due to the async nature. An orange warning will appear if duplicate rows are detected.
Existing Warehouse Inventory
For preexisting inventory, Kojo will match items based on Description, UOM and UPC. Kojo treats all three as a unique key with priority give to UPC. So if the Description, UOM and UPC match, the system will update that item’s quantity. If a UPC matches but UOM and Description do not match, the system will update the item’s quantity in inventory. If UPC does not match, the system will create a new item.
The quantity in stock for preexisting inventory that matches line items in your uploaded file will be overwritten.
File Setup
Required Columns
Quantity
UOM
Description
Job (Leave blank for General Stock)
Location
Optional Columns
Sublocation
UPC
Unit Price
Notes (Visible during picking)
Bulk Upload Inventory with Sublocation
You can also bulk upload your list of inventory by sublocation.
If you have inventory in Kojo already:
Export your inventory list by sublocation (even though you don’t have it setup yet)
In your spreadsheet software, select all the references to “General Stock” in the “Job” column and delete the text so that the cell is now blank. Here is guide on how to do this in Excel.
For each item, under the Sublocation column change “No Sublocation” to that item’s sublocation full ID path. For example, if it is in Row 1 with an ID of “R1” - Shelf 1 with an ID of “S1” - Bin 1 with an ID of “B1”, you would add the sublocation full path ID of “R1-S1-B1” with
-dashes between the sublocation IDs.If an item is in more than one sublocation then duplicate the row and repeat the step above for each sublocation.
Once all sublocations have been added, you can upload the file.
When mapping your upload, leave the destination column blank like below:
CAUTION: Make sure to add all sublocations to an item. Only the item’s sublocations on the upload will be saved for that item. All preexisting sublocations for that item will be removed if they are not on the final file including “No Sublocation”. For example, if an item has 50 quantity in “No Sublocation” prior to upload then on the upload you do not have a have row in the file for “No Sublocation” but you do have a row of 75 quantity for sublocation “A1-B1-C1”, the system will remove the “No Sublocation” qty of 50 completely and add a quantity of 75 for sublocation “A1-B1-C1”.
If this is your first time adding inventory to Kojo:
For each item, add a sublocation. For example, if it is in Row 1 with an ID of “R1” - Shelf 1 with an ID of “S1” - Bin 1 with an ID of “B1”, you would add the sublocation full path ID of “R1-S1-B1” with
-dashes between the sublocation IDs.If an item is in more than one sublocation then duplicate the row and repeat the step above for each sublocation.
When mapping your upload, leave the destination column blank like below:
Once all sublocations have been added, you can upload the file.
Uploading
1. Navigate to the inventory list screen and click Bulk Upload in the top-right corner.
2. Click Upload Inventory to continue.
There are a few things to remember when uploading inventory:
Duplicated rows in your uploaded file with the same name, UOM, and Job will not be combined. Please ensure that you have checked for duplicates.
Any existing materials inventory that is present in Kojo with the same name and UOM as your newly uploaded file will be overwritten.
The following columns are required: Quantity, UOM, Description, Job # (blank for General Stock), and Location (especially important with multiple WH locations).
3. The upload page will appear and you can either upload your data via a file or manually type in the information. We have a downloadable template provided if you need!
Note: Kojo supports CSV, TSV, XLS, XLSX, or XML file types. The Quantity, UOM, Description, and Job Number are required columns for your upload (leave blank for general stock). There is also a link to our downloadable template at the bottom of this article.
4. Once the data has been uploaded, you'll be asked if your file has header names for the columns. Header rows are not required and you can select if they do, or do not have names.
5. If you included header column names in your data, Kojo will scan and assign your column names to the ones provided. For any columns that do not automatically get assigned, you can manually select the correct column name and confirm.
6. In the final step, verify your data. You have the option to click Go Back in the bottom-right corner of the screen to make adjustments.
Click Finish to finalize uploading your inventory.
Bulk Uploads for Tools
Unlike material, it adds new tools without a tool ID that have the same description and inventory location rather than overwriting them.
Only one tool can exist across all locations with the same tool ID so if a tool is uploaded that matches the ID regardless of description then its values will be overwritten
7. You're done! Once all items are uploaded, you can make edits when needed in your inventory.
If you have any questions, please reach out to our Support Team at support@usekojo.com