Thursday, February 24, 2011

How to Upload Opening Stock in ERPNext?

You can upload the opening stock quantity and valuation using a CSV file.

For this you will first need your item master and warehouse master ready in the system.

To upload the opening stock
Go to Stock -->Stock Reconciliation --> New Stock Reconciliation




Create the CSV file as shown below



Attachment option will be available only after saving the stock reco. once.






On saving it will generate a number and a "Submit" button will appear. You can still edit the uploaded file. Once you submit the transaction the effect on stock quantity and valuation will take place.



You can check the "Stock Level " report in the Reports section of stock module to confirm the same.

For more information, please check https://erpnext.com



2 comments:

  1. Please elaborate what MAR stands for in the fourth column in CSV file???

    ReplyDelete
  2. Hi Mohammed,

    MAR stands for "Moving Average Rate" of an items. For example, you have 10 qty in stock purchased at different rates. 5 qty purchased at the rate of 10 and another 5 qty at the rate of 20. Then MAR for 10 qty of item will be 15.

    Hope this helps.

    Thanks and regards,
    Umair Sayyed

    ReplyDelete