Skip to main content

Opening Stock Bulk Upload

OPENING STOCK BULK UPLOAD​

1.1 Bulk Update Opening Stock – Step-by-Step​

Step 1: Reach the Opening Stock Bulk Upload Screen​

From the main side menu, click on "Store", then go to "Operations", and finally choose "Opening Stock Bulk Update". This will open the Opening Stock Bulk Update screen.

Step 2: Select Open Stock Date​

On this screen, you will find a mandatory field labeled "Open Stock Date".

Note: : On this screen, you will find a mandatory field labeled "Open Stock Date". This date will be considered as the previous day's closing balance. Based on the selected Open Stock Date, the system will calculate and populate the opening stock quantities in the Excel template.

Step 3: Download the Excel Template​

Once you select a valid Open Stock Date, click on the “Download Template” button available at the top-right of the screen.

Upon clicking:

  • The system calculates the opening stock balance for each product as of the selected date.
  • It generates an Excel file with predefined columns, including the Quantity column auto-filled with the calculated values.

Note: Only "Opening Stock" type entries are considered. There is no need to select the type—it is fixed and defaulted to "Opening Stock."

Step 4: Update Quantities in Excel​

Open the downloaded Excel file and:

  • Modify the Quantity column only, as needed.
  • Do not alter the Open Stock Date or any other protected fields.

Important:

  • Quantity must be a non-negative decimal value.
  • Do not change the Open Stock Date in the file—it is fixed for validation.
  • Any changes to protected fields may result in validation errors during upload.

Step 5: Upload the Excel File​

After updating, return to the screen and click on the “Upload” button.

Upon upload:

  • Each row is validated.
  • Valid records are updated in the openstockdetails table.
  • Invalid rows (e.g., negative quantity or date mismatch) are skipped, and errors are shown either in a pop-up or provided as an error file for review.

Step 6: Review and Confirmation​

If the upload is successful:

  • Data is stored in the openstockdetails table.
  • Each record is tracked with Modified Date and Modified By information.

Note: Only rows with "Opening Stock" type are processed. All other types are ignored automatically.

Step 7: Clearing or Canceling​

  • Clear: Click the “Clear” button to reset the form and start over.
  • Cancel: Click the “Cancel” button to go back to the previous screen without making changes.