Overview

Stock Control is an optional feature that can be enabled on a Sundry Charge to track inventory and units sold. This article provides information on the requirements for the Stock Control Import available in RMS.

Import Information

• The import file must be in a comma delimited .csv format, see the template at the bottom of this article.
• Microsoft Excel is able to save using a .csv format that should match these requirements.
• The fields within this file must not contain commas.
• RMS is able to determine whether the first record is a header record.

Field Order

Import Validation

To ensure that your data is clean, consistent, and ready for the Live production environment after it has been validated and imported into the Training environment, follow these steps:

In the side menu of RMS Training, go to Setup > Accounting > Sundry for data review.

1. Select Edit on an existing Sundry Charge. 
2. Navigate to the 'Stock Control' tab.
3. Review the Supplier, Stock Category, Part Number and Stock Location.
4. Review the Quantity in stock and the Reorder level.

Repeat this process with additional sundry charges to verify that the entire import was successful. Ensure that all necessary data points, such as suppliers, stock categories, quantity in stock and the reorder level are correctly populated.

The Stock Control report can also be used to verify imported quantity in stock and other imported fields.

Downloadable Import File

The attached import file below contains the required file format for a stock control import. Download the file and review the column headers. Populate the file with the data, ensuring that each line has a Sundry Charge and the Quantity In Stock value corresponds to the appropriate sundry.

Next Article: Data Validation & Trial Imports