Import stock adjustments

This explains how to import in bulk any adjustments you need to make to your stock levels.

Save time by recording your stock adjustments in a single CSV file and then update all your stock records at once.

Things to consider

The headings in the CSV file must exactly match the headings used in our CSV file template. We recommend that you download the CSV template file first to make sure the headings are correct.
Choose to increase or decrease the quantity you currently have in stock. To decrease the quantity, enter the amount with a - (minus sign).
You cannot import the file if this makes the stock quantity negative. For example, if you have 5 in stock and try to decrease the quantity by 6.
You must include a cost price when you increase the quantity in stock.
Leave the date blank to use today's date.

Use our template to make sure your CSV has the correct column headings.

From Products & Services, select the drop-arrow next to New item and select Import stock adjustments.
Select the template CSV file link.

Choose one the following ways to create your CSV file.

Enter the information directly into the template file. Replace the sample data with your stock adjustments.

Update a CSV file you have already saved to match our template.

Change the column headings in your file to match our template.
Make sure each cell contains information in correct format. For example, some cells must only contain numbers, others only text and some have a maximum character limit.
Make sure all the Mandatory columns contain information.

Check the template headings and formats

Use the table below to check the format in your file is correct.

Remember that the header row in your CSV file must use the same headings as shown in the Column heading in the table.

	Column Heading	Format	Mandatory	Notes
A	Item Code	Text and numbers	Yes	The code must match an existing active stock item.
B	Adjustment Quantity	Number (max. 2 decimal places)	Yes	Enter the amount to adjust the quantity by. To decrease the quantity in stock use -(minus sign). You cannot import the file if the quantity is 0 (zero). decreasing the quantity makes the stock level negative. For example, if you have 5 in stock and you try to decrease the quantity by 6.
C	Cost price	Number (max. 2 decimal places)	Yes - if you increase the quantity.	Enter a cost price when you increase the quantity. If you decrease the quantity, leave this blank.
D	Date	Number DD/MM/YYYY	Yes	Enter the date using numbers and slashes, such as 12/06/2023 for 12 June. Leave the date is blank to use today's date.
E	Reason	Text (Max. 50 characters)	Yes	We automatically set the reason to Other and enter the text provided here.

From Products & Services, select the drop-arrow next to New item and select Import stock adjustments
Select the Upload your CSV file link.
Browse to your file and choose Open.