Importing Stock on Hand
Importing Stock on Hand: Overview
Although it will be one of the last steps you take before going live, importing your Stock On Hand is one of the most important steps to ensuring that your Unleashed account is off to a good start.
Preparing to import your Stock on Hand
There are a few steps you need to complete to ensure your business is ready before importing your stock on hand.
Step One: Complete the setup, training, workflow maps, and other implementation tasks.
Step Two: Ensure your products are set up correctly and batched or serialised if needed.
Step Three: Make sure you know your Average Landed Cost. This amount will be used in Unleashed for calculating margins, so do not enter zero values, as this will affect the calculation.
Step Four: Make sure you have an accurate stocktake and all of your stock is accounted for. These are your numbers going live, so it is important to make sure they are 100% correct.
Note – If you are halfway through the manufacturing process, count components instead of finish products: only count final products when they are ready to be sold.
Always make sure that your stocktakes are 100% accurate and that you have taken all of your products into consideration, especially products that may not be in their normal bin location (for example, products that are being prepared for shipment).
Remember: You can only import stock on hand ONCE per product and warehouse. However, if it is easier, then you can split the work into an import per warehouse.
Step Five: Test out an import using the sandbox environment. If everything goes according to plan, you should be ready to import your stock into your live account.
Importing Stock On Hand to Your Unleashed Account
You can download a Stock On Hand template file by clicking Inventory > Product > Import/Export and then download Stock On Hand Template File. To save time, you could export your product list from Unleashed, and copy and paste the product code into the Stock On Hand Template.
Enter the warehouse code, stock on hand, and Average Landed Cost. You can also enter the Serial Number, Batch Number and Expiration Date if those fields are active for the products you are importing, but those numbers can always be added in later.
Once you are ready, save the file as a CSV, and drag and drop it back into Unleashed.
Keep in mind that your Unleashed account will not send Stock On Hand values over to your accounting software, as the values of the two programs should match.
Remember: If you notice any minor discrepancies, you can correct the variance by making a Stock Adjustment.
What's next
- Implementation
- Ground Training
- Customers
- Inventory
- 2:39 Batch/Serial: Stock Adjustment & Stock Take
- 1:30 Introduction to Batch Tracking
- 1:59 Markup Price Update
- 1:32 Introduction to Serial Number Tracking
- 1:22 Supplier Price Books
- 1:26 Batch Purchase Order & Supplier Return
- 1:29 Serial Purchase Order & Supplier Return
- 2:14 Stock Count
- 1:20 Serial: Sales Order & Credit
- 1:18 Batch Tracking Sales Order & Credit
- 1:44 Stock on Hand vs Available Quantity
- 1:52 Obsoleting Products
- 1:41 Product Measurements
- 2:21 List sellable products
- 3:23 Navigate Unleashed like a Pro
- Production
- Purchasing
- Sales
- 2:16 Quantity Discounts
- 1:15 Accept Sales Quote & Create Order
- 1:17 Batch Complete
- 1:03 Create a Sales Order
- 1:17 Sales Order: Managing Invoices
- 1:11 Sales Order: Managing Shipments
- 1:07 Sales Order Credit
- 1:21 Free Credit
- 1:30 Credit Reasons
- 1:47 Managing your Sales Team
- 2:06 Enhanced reporting with customised sales groups
- 1:55 Sales module: Overview
- 1:34 Using the View Shipment Page
- Setup
- Suppliers
- Take Off
- Integration
- 3:06 Seamless Shipping with Advanced Shipping
- 1:11 Shopify: Locate missing order
- 1:28 Magento: Missing Invoices
- 2:20 Magento: Product Type
- 2:22 Xero: Reconcile Transactions
- 1:52 Integrating Shopify – Shopify as Master
- 1:48 Integrating Shopify – Unleashed as Master
- 2:19 Managing Products with Shopify
- 2:05 Integrating with Amazon
- 2:21 Best practices for your Xero integration
- 2:39 Enable credit limits
- 2:24 Setting up Xero Tracking Categories in Unleashed
- Inventory
- 1:42 Batch Tracking: Update Batch Numbers
- 1:54 Importing Files
- 1:02 Product Attributes Invoices
- 1:44 Product Attributes Setup
- 1:52 Receipting Purchase Order with Barcoded Product
- 1:26 Warehouse Transfers
- 0:50 Batch Tracking: Update batch number expiry date
- 2:33 Creating multi layered Bills of Materials with Sub Assembly
- 3:14 How to do a batch recall in Unleashed
- 4:56 Use disassembly to break down bulk products into small units of measure
- 3:20 Manage consignment inventory
- Reporting
- Sales Orders
- 1:38 Ship From Multiple Warehouses
- 1:30 Backordering: Fulfilling Sales Order Via Purchase Order
- 1:43 Backordering: Split Shipments
- 2:30 How to manage dropshipping orders in Unleashed
- 4:08 View and manage your sales orders in Unleashed
- 3:20 How to create Commercial Invoices
- 4:09 Set up pricing hierarchy in Unleashed
- Settings
- 1:43 Multiple Images
- 1:30 Payment Terms
- 1:31 Roles and Role Permissions
- 3:51 How to set up 2-Step Authentication (2SA)
- 2:12 Complete Transparency with Email Logs
- 2:17 Creating and printing customised product labels
- 1:19 Set a default delivery method
- 2:43 Printing product labels
- 2:26 Add Supplier Quantity Price Breaks
- 3:49 How to set up email templates and automated emails
- B2B Store
- 1:40 Allow guests to access to your B2B Store
- 2:10 B2B Freight
- 2:29 Managing your B2B orders
- 2:05 Get your customer records ready for your B2B store
- 2:58 Update product details for your B2B store
- 1:46 Setting up multi currency sales on your B2B store
- 1:58 Setting up product categories in the B2B store
- 1:53 Acting as a customer in the B2B eCommerce portal
- 2:40 Creating catalogues for your B2B store
- 1:59 Grant multiple admin access on your B2B store
- 1:34 Help B2B customers transact efficiently with Standing Orders
- 1:18 Send personalised B2B Emails
- 1:26 Customise your B2B eCommerce Store with content pages
- 2:35 Create custom homepage on your B2B Store
- 1:50 Place bulk orders on the B2B Store
- 4:54 Set up payments for your B2B Store
- 5:00 How to set up multiple contacts in your B2B Store
- 1:17 B2B Standing Orders
- Business Intelligence
- Integration
- In Orbit
- Inventory Management
- 2:02 Essential Steps for Effective Inventory Stocktaking
- 1:57 Advantages of perpetual inventory systems
- 1:44 Leaving your spreadsheets
- 1:27 Facing Software Change
- 2:23 Inventory Management Systems – What to look for
- 1:04 Tips to get your business ready for moving to an inventory management system
- 1:28 Benefits of integrating with other ecommerce softwares
- 2:20 The Rise of the Component Solution
- 3:22 Tips to help you match your product supply to customer demand
- 1:49 Inventory Management vs Warehouse Management
- 1:56 The importance of customer service
- 1:42 Make the most of an inventory management system with training
- Finance Flavour
- Business Bites
- Partners
- Inventory Management
- Access