📌 Note: Formatting files for upload can sometimes be tricky. If you run into any issues, please reach out to our support team at support@cyberstockroom.com, and we'll be happy to assist you.


Transferring, Checking Items In/Out Using a File

1. Navigate to the Check-In/Out or Transfer Pages. Refer to the articles:

2. Click the ‘Import From File’ Button

  • You'll find this button in the upper-right corner of the page.

3. Upload Your File

  • Click the "CLICK TO UPLOAD A FILE" button.
  • Select and upload a CSV file (e.g., SAMPLE CSV FILE).
  • You can create a CSV file using spreadsheet software like Microsoft Excel or a simple text editor like Notepad.

4. Match the Fields

  • CyberStockroom will automatically detect the fields from your spreadsheet.
  • The detected fields will appear on the left side of the screen.
  • Match the Product Number and Quantity fields to their respective columns. (Click, hold, and drag the fields)
  • Click Next to proceed.

5. Add a Comment (Optional)

  • Write a comment for the transaction.
  • Click ‘Save Comment’ to finalize the transaction.

 

Transferring, Checking Items In/Out Using a File with Multiple Locations

If your transaction involves multiple locations, follow these steps below.

1. Go to the Check-In/Out or Transfer Page. See the articles:

2. Choose Import From File With Locations

  • Instead of selecting a specific location, click the button at the bottom-left of the window labeled ‘Import From File With Locations’.

3. Upload Your File

  • Click "CLICK TO UPLOAD A FILE" and select a CSV file (e.g., SAMPLE CSV FILE).

4. Match the Fields

  • CyberStockroom will detect the fields from your spreadsheet and display them on the left side of the screen.
  • Match the following fields to their respective columns:
    • Product Number
    • Quantity
    • Location Number
  • For transfers, you’ll also need to match:
    • FROM Location Number
    • TO Location Number
  • Click Next to continue.

5. Add a Comment (Optional)

  • Write a comment for the transaction.
  • Click ‘Save Comment’ to complete the process.

 

📌 SAMPLE CSV FILE WITH LOCATIONS

📌 SAMPLE CSV FILE WITH LOCATIONS FOR TRANSFERRING