Hi there,

Our year-end inventory count is coming up in a few weeks. In the past, we had always manually entered the inventory changes, using the Enter/Edit Physical Inventory function.

This year, we were thinking of entering all inventory changes in an Excel spreadsheet which will be imported into Inventory. Is there anything we should be worried about when using this method? Is there any information that cannot be imported this way?

Thanks in advance.

Hi Acrylon,

There aren't very many fields to import for the IC Physical Inventory (item, quantity on hand, quantity counted, unit cost, on hold), so there aren't too many considerations. The most important is whether you export the Qty on Hand value as a column on the Excel spreadsheet or not. If you do, the import will consider a 'net change' to the quantity. If you don't, the import will consider a 'qty overwrite'. It makes a difference as to what sort of processing is allowed in Adagio and what to do in the warehouse while the count is being made.

There is a short training video on how to import physical inventory counts in the 'ShowMeHow' section on our website.