This option will allow you to import your stock code file from a valid an Excel spreadsheet in the Excel Workbook (xlsx) file format. You may then add new stock items, edit existing stock items and import it back into your stock code file.

To import stock items from a Excel Workbook (xlsx) file: 

  1. Open the Set of Books in which, you wish to import stock items from a valid a spreadsheet export file.
  2. On the Setup ribbon, select Import. The "Import Data into osFinanacials" screen is displayed: 

 

  1. Select "Stock" as the "Data type to import".
  2. Click on the Excel import export button.  The "Data Import Export" screen will be displayed with the column headings for the Stock items (without any data).

  1. On the "Data Import Export" screen, click on the Open icon to select a valid Excel Workbook (*.xlsx) file. 

You may click on the "Show preview pane" icon on the "Open" screen to display a preview of the selected file to open (import) in the "Data Import Export" screen..
  1. The data of the Stock items included in the valid Excel Workbook (xlsx) file, will be imported (populated) into the spreadsheet ("Data Import Export" screen).

  1. Click on the Import icon. 

  1. You may add new stock items, edit the stock items, change the quantities, selling prices, whatever field, is necessary. 
  2. Once you are done, check the following options: 
    1. Import check 
    2. Profile  
    3. Import type - 
  1. Click on the Import icon. 

Optional - Show data before import setting 

The "ImportCheck" screen (if the Import the "Show data before import" option was selected (ticked) on the "Data Import Export" spreadsheet screen) is displayed:

Click on the All or OK buttons to start the import process.  

  1. Once the import process is finalised, Column A will be in a green background colour.
  2. Close the "Data Import Export" spreadsheet screen.  
  3. You may to the Default ribbon and select Stock items to edit the stock items, if necessary.  
  4. Go to the Reports ribbon and select Reports → Stock items → Stock item listing to check the stock items. 

The data of the stock items is imported (populated) in thirty-four (34) columns in the spreadsheet, and is as follows:  


Field name

Values

Comments


A

SSTOCKCODE

Alpha-numeric (15-digits)

Stock item code 


B

WSTOCKTYPEID

Numeric

11 - Stock item types

0 = Default (trading stock)

1 = BOM

2 = Sales

3 = Purchases 

4 = Sales (no stock)

5 = Purchases (no stock)

6 = Financial entry

7 = Option item

8 = Option item (no stock)

9 = BOM (Production)

10 = Linked item (linked sale) 


C

SBARCODENUMBER

Alpha-numeric

Barcode number 


D

SDESCRIPTION

Alpha-numeric

Name or description of stock item


E

SMANUFACTURER

Alpha-numeric

Name or description of manufacturer 


F

FQTYONHAND

Numeric

Name or description of contact


G

FREORDERQTY

Numeric

Quantity re-order


H

FREORDERQTYTRIG

Alpha-numeric

Quantity re-order warning


I

FMINIMUMQTY

Alpha-numeric

Quantity re-order minimum


J

BAPPLYINVOICEDISCOUNT

Alpha-numeric

Apply invoice discount: 

0 = No

1= Yes


K

FSELLINGPRICE1

Numeric (amount)

Selling price 1 amount


L

FSELLINGPRICE2

Numeric (amount)

Selling price 2 amount


M

FSELLINGPRICE3

Numeric (amount)

Selling price 3 amount


N

FUNITAVECOST

Numeric (amount)

Average unit cost


O

FUNITCOST

Numeric (amount)

Unit cost 


P

FNETTOWEIGHT

Numeric (number)

Nett weight 


Q

FGROSSWEIGHT

Alpha-numeric

Gross weight


R

SEXTRADESC

Alpha-numeric

Extra description for stock item


S

SEXTERNALID

Alpha-numeric

External id


T

BDISABLED

Alpha-numeric

Stock item Disabled: 

0 = No

1= Yes


U

SSTOCKCODESUP1

Numeric

Supplier 1 Stock code 


V

SSTOCKCODESUP2

Numeric

Supplier 2 Stock code 


W

SUNIT

Numeric

Unit description 


X

SGROUP1

Alpha-numeric

Stock item group 1


Y

SGROUP2

Alpha-numeric

Stock item group 2


Z

SCOSTACCOUNT

Alpha-numeric

Cost of sales account code 


AA

SSALESACCOUNT

Alpha-numeric

Sales account code


AB

SSTOCKACCOUNT

Numeric

Stock control account code 


AC

SINPUTTAX

Date

Input tax code T-


AD

STAXCLASS

Alpha-numeric

Tax class description


AE

SOUTPUTTAX

Alpha-numeric

Output tax code T-


AF

SSUPPLIER1

Alpha-numeric



AG

SSUPPLIER2

Alpha-numeric



AH

OPTION

Alpha-numeric



The information for the Stock items, which will be exported, is: 

  • Stock code 
  • Stock item type 
  • Barcode 
  • Description 
  • Quantity on hand 
  • Reorder quantity 
  • Apply invoice discount 
  • Selling price 1 amount 
  • Selling price 2 amount 
  • Selling price 3 amount 
  • Unit average cost amount 
  • Unit cost amount 
  • Unit description 
  • Stock group 1 
  • Stock group 2 
  • Cost of sales account 
  • Sales account code 
  • Stock account 
  • Input Tax account 
  • Output Tax account