Inventory Receipts: Using a Spreadsheet
At times, large receipts can take a long time to process (especially if serialized items are being received). Did you know you could create a spreadsheet using Excel and import multiple items to be received all at once? To do this, create a new spreadsheet file in Excel. When entering items onto the spreadsheet, make sure the Item IDs go in column A, the receiving quantity in column B, the cost (optional) in column C, and the serial number in column D (if the item is serialized).
If you are receiving multiple items with the same Item ID but with different serial numbers, create as many lines as needed with the same Item IDs, quantity of 1 each, but enter different serial numbers for each line. As long as the serial numbers are different, the system will receive all serial numbers properly.
Once the spreadsheet is filled in, click Save As. When saving the file, change the "Save as type" to "Microsoft Excel 5.0/95 Workbook" and name the file something you will recognize. Note where the file is being saved so you can locate it quickly.
Now that the spreadsheet is completed, we can begin to import it into TransActPOS.
Click on IC | Receive Inventory and select Desktop. Enter an adjustment comment and once you are on the Inventory Receipts screen, click the Import button in the bottom left corner. This will bring up a window allowing you to locate the spreadsheet you just created and import it into TransActPOS. Once the file is selected, all items will be added to the receiving list below. You can enter additional items or even import multiple spreadsheets. Just like before, click Post to update the inventory which will complete the receiving process.