Storage from Excel
After the plant structure: one spare part per row, with its opening quantity.
The steps
- Download the template from this button and open it in Excel.
- Fill in from row 5. Keep the headings as they are.
- In the Windows app open the page Storage, press “Upload Excel”, and choose the file.
- If a row is wrong you see its number and why, and nothing is added until it is fixed.
The columns
| Column | Required? | Example | Note |
|---|---|---|---|
| Store | Yes | Main store | From the structure |
| Shelf | No | A-1 | |
| Part number | Yes | BRG-6205 | |
| Name | Yes | Bearing 6205 | |
| Manufacturer | No | SKF | |
| Unit | No | pcs | From the list |
| Category | No | Bearings | |
| Opening quantity | No | 24 | |
| Minimum quantity | No | 5 | For the alert |
Good to know
- The store must be in the plant structure first.
- Leave the shelf empty and the part goes on the store's general shelf.
- The opening quantity is recorded once per part and shelf; uploading again does not change it. After that, stock moves in the app.
- The opening quantity needs the right to adjust stock.
- One file holds up to 2000 rows. For more, split it into two files.