Initial stock and export

The Stock tab of the Catalog lets you load the starting stock in one go from a CSV file, and export stock levels or the movement log to open them in a spreadsheet.

Prepare the file

In your spreadsheet, one row per part, with a header row:

Column	Required	Content
reference	yes	The part’s reference, as in the catalog
quantity	yes	Quantity in stock (three decimals at most)
purchase_price	no	Unit purchase price excl. VAT
location	no	Storage location (40 characters at most)
threshold	no	Alert threshold

• Column names can be in French or English (quantite, prix_achat, emplacement, seuil).
• The separator is ; or ,. Decimals are written with a comma (3,20).
• Save the file as CSV UTF-8. The file is 200 KiB and 2,000 rows at most.

Example:

reference;quantity;purchase_price;location;threshold
FILT-HUILE-01;12;4,80;A1;4
PLAQ-AV-208;6;18,50;B2;2
LIQ-FREIN-1L;0;;C3;3

The rules

• Parts must already be in the catalog and tracked in stock.
• Initial stock is loaded only once per part: a part that already has movements is corrected with an adjustment.
• A quantity of 0 creates no movement: only the location and threshold are saved.
• Without purchase_price, the catalog purchase price is used (€0 if there is none).

Preview then import

1. In the Stock tab, choose Import opening stock (Adjust stock right), then your file.
2. The preview lists the parts that will be imported and the stock value, or the errors line by line. Beyond 100 errors, the list is truncated and a message says so. Fix the file and choose it again.
3. As long as an error remains, the Import button stays greyed out. Otherwise, confirm: the import is all or nothing (a single error, and nothing is written). It cannot be undone: correct it afterwards with adjustments.

A file with a great many quotation marks may, once sent, exceed the allowed size (“Upload too large”): lighten it or split it into two files.

Export

In the Stock tab:

• Export stock levels (CSV): one row per tracked part, with its quantity, location and threshold.
• Export the movement log (CSV): the movements of a period. Days are those of the garage’s time zone, 366 days at most; by default, the current month.

Price columns only appear if your rights allow you to see purchase prices. An exported file can serve as an import template.

Open the file in a spreadsheet

Files use the ; separator and UTF-8 encoding. If accents display badly, import the file choosing the UTF-8 encoding (Excel: Data, From Text/CSV).