Q: I am in the process of bringing our 3000+ items in to our new company file in preparation for the conversion. I cannot find in the manual how to bring in the starting quantities for those items.
If just setting up your company file you cannot import your opening inventory for each item, until you have created or imported the items into MoneyWorks Gold, which is described in detail in the previous post “How do I import my products?” Therefore if you have not yet imported your inventory items, refer to that article first, by clicking the link.
In MoneyWorks Gold version 6 you can import quantity on hand for each item, which can be used for setting the opening inventory levels as in this case or for importing annual or periodic inventory stock take.
Assuming that your inventory items are created open your Items List. Show menu > Items, or Cmd + 3 (Mac, CNTRL = 3 (Windows).
The items list will open showing the items you have imported .
As you can see the items have been imported, BUT with zero stock on hand values (even though the file I imported did have Stock on Hand values). Once the product list is imported you need to do a StockTake in order to bring in the stock on hand values. So the next step is to click on the Stocktake sidebar option [red Square] below.
Three additional columns will appear in the Items List: Snapshot, Counted and Difference.
With the Stocktake list open you ant to click on the “Start Stocktake” option in the list toolbar across the top of the list [Red square].
You will be asked to confirm that you want to start a stock take. Click Start and MoneyWorks will take a snapshot of your current stock levels on hand.
You can then import the file that has the products’ stock on hand values ….. if doing set up the same one you used to originally the items.
Import the text file via the Import Items menu as shown below, selecting the import file on your computer
or drag the text on to the open Items List and in either case the import map will open to your last used import. The difference in this case is that you want to line up the Destination field called StockTakeNewQty to the stock on hand (source field) field from the file being imported: as shown below.
Note: if you were importing a annual or periodic inventory stock take to an existing company file, you would need the minimum fields for the import: Item Code and Qty On Hand in the text file and then set the import map to set values as previously shown in “How do I import Products”. A minimal Stock Take import map could be set up similar to the one below, with values assigned to the mandatory fields.
In either case assuming that you now your import map lined that up, click on the Options button shown in larger below’
The Options window below will open and check the Update if Exists check box and then click on OK
Once you click on Commit the stock on hand values will be brought in, and a Stock Creation journal will automatically be created.
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