The Update Inventory screen allows you to make changes to the quantity or unit price of any inventory items listed on the screen.
Alternatively, from this screen, you can create an Excel spreadsheet displaying the inventory data in the Update Inventory screen. You can then enter updated information on the spreadsheet and then import the updated inventory information back into the system.
To update your inventory data:
1. Select Update Inventory from the Inventory menu to open the Update Inventory screen.
The screen lists each defined product, with columns identifying the Product Code, a Description of the product, the current Quantity in Hand, the Quantity, the Unit Price, and any Reference information for the product.
Note: The information in the Product Code, Description, and Quantity in Hand columns cannot be modified.
2. Modify the date in the Date field to display figures for a different point in time.
By default, the Update Inventory list displays data related to the current system date.
3. Click the field in the Quantity column and Unit Price column to manually enter the increase in quantity and the cost per unit for the increase.
4. Enter any notes or reference information in the Reference column.
5. Click Save to save your changes.
6. Click Excel to export the inventory data in the list to an Excel spreadsheet for review, analysis, or as a template for updating.
7. Click Upload to import an Excel spreadsheet or CSV file with updated inventory data into the system.
The Inventory Update Import dialog appears, from which you can navigate to and select the inventory spreadsheet to import and click OK.