Administrators can upload stock files for their own retailer to show stock levels in the Parts & Labour window of jobs when creating a quote. This gives the Service Advisor an indication of current stock levels.
Notes:
- Stock levels only change when new stock files are uploaded.
- Stock files can be downloaded from your DMS.
- Stock files must be in CSV format and must be formatted as follows: Part Number, Quantity.
To download sample file:
- Click the Administration tab.
- Click the Stock Upload tab.
- Click on See stock upload example CSV. The sample file will download to your computer.
- Open the sample file and remove/delete the sample data.
- Enter the part number and quantity in the columns for each item you wish to upload.
- Click File and then Save as.
- If needed, select a location to save the file.
- Change the File name.
- Verify the Save as type shows CSV (Comma delimited) (*.csv).
- Click Save.
- Once the file has saved, it can be uploaded.
To upload a stock file:
- Click the Administration tab.
- Click the Stock Upload tab.
- Click Browse.
- Choose the file from the file explorer and double-click it or click Open.
- Click Upload.
- If successful, the following message will appear: All records in csv file have been imported successfully.
- Any parts not recognised within the system will display individually as a red warning.
KB Article #5858