Use manual entry for a small number of products. Use import when onboarding a catalog or making a controlled bulk update.

<aside> 📦

To create a SKU and configure its billing rates, UPCs, bundles, kits, UOM conversions, and pallet defaults, use Create and Configure an Inventory Item.

</aside>

Before you begin

• Confirm the correct client and facility.
• Remove duplicate SKUs from the source file.
• Decide the primary UOM and any case, carton, or pallet conversions.
• Confirm whether you are creating products, loading on-hand inventory, or both.

Add inventory manually

1. Open Inventory.
2. Select Add Inventory.
3. Choose the client and enter the SKU, description, UOM, location, quantity, and any required lot or expiration details.
4. Indicate whether the stock is palletized when applicable.
5. Review and save.

Import inventory

1. Open Inventory and select Import Inventory.
2. Download the current template.
3. Complete the required columns without renaming the headers.
4. Upload the file.
5. Review validation messages and correct every rejected row.