Note: Formatting the files to upload can sometimes be confusing. If you experience any issues please reach out to our team (support@cyberstockroom.com) and we'll help you get set up.

Transferring Items or Checking Items In/Out Using A File

1. Go to the check in/out or the transfer pages. (See 'Checking Products IN and OUT of a Location' and 'Transferring Products between Locations')

2. Click the 'Import From File' button on the upper right side of the window.

3. Click on the 'CLICK TO UPLOAD A FILE' button and upload a .csv file (SAMPLE CSV FILE). This kind of file can be created using spreadsheet software like Microsoft Excel or with a simple text editor like Notepad.

4. CyberStockroom will detect the fields from your spreadsheet and they will appear on the left side of the screen, match the product number and quantity fields to their respective columns and click 'Next'.

5. Write a comment for that transaction then click 'Save Comment'.

 

Transferring or Checking Items In/Out Using A File with Multiple Locations

1. Go to the check in/out or the transfer pages. (See 'Checking Products IN and OUT of a Location' and 'Transferring Products between Locations')

2. Do not choose a location, instead, click the button on the bottom left of the window that says 'Import From File With Locations'.

3. Click on the 'CLICK TO UPLOAD A FILE' button and a .csv file (SAMPLE CSV FILE).

4. CS will detect the fields from your spreadsheet and they will appear on the left side of the screen, match the product number, quantity, and location number fields to their respective columns (for transfers you will have to match the FROM location and the TO location numbers) and click 'Next'.

5. Write a comment for that transaction then click 'Save Comment'.

SAMPLE CSV FILE WITH LOCATIONS

SAMPLE CSV FILE WITH LOCATIONS FOR TRANSFERRING