Upload feature for Count Groups

Upload Count Groups

The Stocktake module includes a feature that allows you to upload counts for your count groups in bulk.

To do so, follow the below steps:

Step 1

Go to the Count Groups screen within the Stocktake module.

Step 2

Click the “down” arrow to the right of the “Add Count Group” button .

Step 3

Click on the “Upload from CSV” button.

The following modal will appear:

Step 4

Provide the following details in the Upload Count Group section of the modal:

• Name

• Stok Location

• Staff

Step 5

Click on “Download Template”.

Download the template file to be used for recording and uploading count group information to the count groups screen.

The following information is required:

• Product Code

• Distributor Name

• Brand Name

• Purchaser Name (Central/Local Account)

• Stock Type Name

• Count

• Faulty (TRUE/FALSE)

Step 6

To test the upload file for any errors, keep the Test Mode option On.

Step 7

To upload the CSV file, click on Browse.

Step 8

Click on Upload.

Any errors in the upload will be displayed in RED as per below:

To download and view the errors, click on Download Results.

Clicking the Download Results button will generate a CSV file containing error details from the count group upload. You’ll need to correct these errors before attempting to upload the file again.

Once the errors have been corrected, repeat the process starting from Step 6.

Step 9

Once there are no errors, proceed to turn off Test Mode.

Step 10

To upload the count group CSV file, live to the system, click Upload.

The count groups will then be displayed on the Count Group Module.