Import Inventory

Overview

This GoldFinch Import Inventory routine is used to enter beginning inventory quantities as well as incremental positive or negative adjustments to inventory. If you would like to adjust all existing inventory to a new inventory balance, use Import Inventory Ending Balances

Prepare Import Inventory Template

Before importing the Inventory Adjustments, the following fields need to be set up in GoldFinch:

• Item

• Warehouse

• Bin

• Unit of Measure

Populate the Import Inventory Template with your inventory information to be imported. The mandatory fields to be populated to create a record are highlighted in red.  Inventory of multiple warehouses can be imported from 1 file.  There is sample data in the template for you to use as a guide.

Import Inventory Template 022823.xlsx

Save the file as a CSV.

For the beginning inventory import, you should populate Unit Cost and Total Cost columns in the spreadsheet and ensure the sum of Total Cost column is close to your inventory valuation report in the old system. For incremental positive or negative inventory adjustments import, you can choose to enter 0 to the Unit Cost and Total Cost for items using Standard Costing method.

Import Inventory Template

Click to open the App Launcher.  Select Import Inventory

Import the .csv file following these steps:

1. Select the Import Inventory CSV button. Do not select the Import button.

   

2. Select Choose File then browse to select the file to be imported.

3. Select Upload File.

The function will bring the data into the Import Inventory object.  

Process Records

Once the information has been imported, you can view the data before processing it and creating the Item Journal records.

• Click the Not Processed list view.

• Select up to 200 records (to avoid CPU limit error)

• Click the Create Item Journals button to process the data. 

GoldFinch will create one Item Journal Line per Import Inventory Line. If the Item is Lot Tracked, GoldFinch will create a Tracking Line in addition to the Item Journal Line.

After the Item Journals have been successfully created, the Processed field will be checked, and the Not Processed view will be updated with records not processed.  

Error Resolution

If there are any errors, Item Journals will not be created until the errors have been resolved.

You will see the reason for the error in the Error Text field.

Edit the information in the Import Inventory record to resolve the error.

Once all errors have been resolved, Create the Item Journal.

Post the Item Journal(s)

Once all errors have been resolved, one Item Journal will be created for each Warehouse.  

Review the Item Journals before posting.  Compare the Total Costs of the Item Journals with the Total Cost from the Excel document by Warehouse to ensure accurate costs.  If you use the FIFO Costing Method, the Total Costs of the Item Journals could be a little bit different from the Total Cost from the Excel document and it is expected.

Post the Item Journal as normal.

If you receive Apex CPU time limit exceeded error during posting, try the Batch Post button on the Item Journal List.

Mass Delete

The Import Inventory function has a feature to Mass Delete data.  This feature is useful if you import data then before you create the Item Journals, you want to delete the records.

• Select the Mass Delete button to delete the data. 

You can either select the individual record(s) you want to delete or if you don't select any records, GoldFinch will delete all of the records where Processed is NOT checked.  

• If you would like to delete all records in the table, use the Developer's Console.