Striven HELP

Updating stock quantities via spreadsheet

It is not possible to update stock item quantities directly through the stock import export tool but it can be done by exporting, making the changes and then reimporting those changes through a stocktake.

Excel method

 

 

 

 

1.

Perform a stock export for only Stock Code and Stock on Hand Qty fields

image-20240723-045511.png

2.

Make changes to the stock quantities.

image-20240723-045529.png

 

3.

Then we need to export the document as a Tab Delimited file, first select file then export.

 

4.

Change file type → Tab Delimited (.txt) and hit save as, name it something relevant.

 

5.

In the stocktake download from PDE function, go to download from PDE and select TAB file.

 

 

Libreoffice Calc Method

 

 

 

 

1.

Perform a stock export for only Stock Code and Stock on Hand Qty fields

 

2.

Make changes to the stock quantities.

 

3.

Instead of exporting in Excel, go to File → Save As

 

4.

Untick the box that for Automatic file name extension

Tick the box for Edit filter settings

 

5.

Name the document the name you want and add in .txt to the end.

Then save as type Text CSV (.csv)

Hit Save

6.

Select in the dropdown field for Field Delimiter {Tab}

Ensure the String delimiter field is blank and the boxes below are Unticked

Click OK

7.

Open the download from PDE function in striven. Select the stocktake code and then F8 Download from PDE.

Select TAB file - Stocktake and open the one saved previously.

You can now validate and post as you would a normal stocktake.