Can I upload inventory values from excel to gp?

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Posted on by Community Member Microsoft Employee

We are about to use gp for our first full inventory and I was wondering if there was an easy way to get the counts and lot numbers from excel to gp besides using the stock count function? Our inventory in gp has never been that good so I am not too worried about wiping it all clean and starting fresh because we have put things in place to help going into the future? Any suggestions would be appreciated! Thanks

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L Vail 65,271 on at

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RE: Can I upload inventory values from excel to gp?

If you own the Integration Manager it should be pretty straightforward. You will probably need assistance setting it up the first time just so you can see how it works.

Kind regards,

Leslie
Community Member Microsoft Employee on at

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RE: Can I upload inventory values from excel to gp?

Is this something that is fairly easy to do for someone who is fairly new to the software?
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Ian Grieve 22,782 on at

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RE: Can I upload inventory values from excel to gp?

I'd second Mariano's suggestion; make sure you have the transaction type set to Variance rather than the default of Adjustment.
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Mariano Gomez 26,225 on at

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RE: Can I upload inventory values from excel to gp?

You could upload it as a variance transaction - emphasis on the word variance. This means you will have to get the current stock from GP (easily done with SmartList) and substract from your count. Your import will be for the difference to arrive at the count. You can use Integration Manager or any other product you have at your disposal to create the import.