ifile Adjusting Inventory
Reference Number: AA-00328 Views: 11749 Created: 2013-12-26 11:48 Last Updated: 2015-08-25 09:30 0 Rating/ Voters


Adjusting Inventory with ifile.csv 

The "ifile" is a comma separated file used for inventory counting or any inventory adjustments when using a PDT (Portable Data Terminal). This is used for entering sales into the cash register, PO, and inventory counting. The "ifile" can be used also to bulk change counts without a PDT. Artisan looks up UPC, Alt Code 2 (Artisan bar codes) and Artisan item code (SKU).


Steps: 

1- MAKE A BACKUP, this should always be done any time you are working with inventory and there are chances of making mistakes.



2- Using Microsoft Excel or any spreadsheet program make a CSV file name ifile.csv with two columns, preferably using Item Code for column A, but can also use UPC and ALT CODE 2, then Quantity for column B. DO NOT USE HEADERS IN EXCEL. See example below. For Item code POSKBD with a quantity of 50 units the following record should be on the .CSV file:

POSKBD(Column A) 50 (Column B)


POSKBD50   
     
     
     








3- Once you have made your import file in Excel save as Comma Separated Value (CSV) ifile.csv and save the ifile.csv to the Artisan data directory(C:\Artisan\Data) or \Artisan\Data\ depending where it resides.

  • Open up the "ifile" with notepad making sure Excel did not add leading 0 (zero) to the quantity. It should look similar to the format on the image below.

.



4- Enable PDT inside Artisan Go (at the top) => Device Configuration > Portable Data Terminal.

  • Select PDT Brand / Model Optimus SP 5500.
  • Select PORT None. 
  • Select PDT program Simple Item & Qty No Product  Lookups.
  • Save.


5- Importing the counts in via inventory counting.

  • Artisan => Main Menu => Inventory and Pricing => Stock Management => Physical Inventory Counting => Enter Inventory Counts => Upload from portable data terminal. 
    • (if you get an error, make sure the ifile.csv is under the /Artisan/Data folder as explained above)
    • If location tracking is enabled or multi-store, select the correct site.
  • If a pop-up about clearing counts pops up, for the 1st time select "Yes" then "Yes" to the next one screen to confirm the clearing, if any more comes up say "No".
    Once at the ready to upload from the "ifile" window press Ctrl + F10.


6- Review the counts. Artisan => main menu => inventory and pricing => stock management => physical inventory counting => review enter counts & make adjustments. Once reviewing looks good go to next step.




7- Accepting counts. Artisan => main menu => inventory and pricing => stock management => physical inventory counting => Accept new counts.

  • Select correct site if location tracking is on. Select #1 If you only adjusted a batch of items and not the entire inventory (then go to next step) Or #2 accept the counts and zero out any thing that was not counted, use this option if you are adjusting all items and not just a batch of items.



8- If you did option #1 of the last step then you still need to zero the counts for the batch that was adjusted, i.e. vendor, category or group of items.

  • Artisan => Main Menu => Inventory and Pricing => Stock Management => Physical Inventory Counting => Zero out items with out recent accepted counts.
  • Put in the date you started counting even if it was a week ago, if it was just today then put today's date, then select the category or vendors you wish to zero out that were not counted, Artisan will give you a printable list Ctrl + P to review what will be zeroed, you should also before doing this step make another backup.



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