Workflow

Imports, opening stock, serial numbers and barcodes

Import products and variations, establish opening balances, manage serial or lot evidence, and print labels and barcodes.

23 connected guidesLive filterPermission-aware instructions
23 guides
Category

Inventory & Warehousing Management System

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Import items from XLSX

Upload the supported spreadsheet, map values and review the import result.

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Prepare the item import spreadsheet

Use required columns, valid lookup values and unique item codes before upload.

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Review item import error files

Download and correct rows rejected by validation.

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Import product variations

Upload variation rows and link them to valid parent products.

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Import opening stock from XLSX

Establish starting stock by item, warehouse and quantity.

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Correct opening-stock import errors

Use the generated error output to repair invalid item, warehouse or quantity data.

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Add opening stock manually

Enter opening quantity for a selected item and warehouse.

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Understand serial and lot number controls

Use serial/lot evidence where enabled and respect mandatory serial settings.

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Generate serial numbers automatically

Generate the required number of serial values from the module action.

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Import serial numbers

Upload serial values for existing product and stock records.

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Import serial numbers from Excel

Use the dedicated spreadsheet flow and review rejected rows.

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Use the serial-number register

Search and inspect serial status, item, warehouse, receipt and delivery relationships.

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View serial-number detail

Open the serial modal to review movement and warranty evidence.

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Change an eligible serial number

Use the dedicated change modal and retain the resulting movement evidence.

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Enter multiple serial numbers on receipt

Complete the serial modal for a received line whose quantity requires multiple serial values.

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Select multiple serial numbers on delivery

Select available serials for a delivery line and prevent reuse of unavailable values.

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Enter serial numbers for adjustments

Identify each serial affected by a stock gain, loss or adjustment.

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Find an item by barcode

Scan or enter a barcode to retrieve the matching product.

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Print item barcodes

Choose products, quantities and label layout and generate barcode output.

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Generate a custom barcode PDF

Use supported label dimensions and fields to create a printable PDF.

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Select a label size

Choose a supported label size before generating barcodes or labels.

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Use barcode entry on return orders

Scan an item to add it to an eligible return order.

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