Starting Inventory Imports

Feature

You can now import a list of starting quantities for inventory items. That makes it easier to move data from another accounting program or inventory management program, into the Goldenseal inventory tracking software.

Suggested By

User.

How to Use

Before you do the inventory import, you'll need to set up Cost Items for each item that you keep in inventory.

You'll also need to export data from your current inventory data, and set it up in a text file. Each line should contain an identifier for the item, the starting quantity, and the starting valuation per unit.

HINT-- Goldenseal lets you match the item name, its UPC code, or its item number. You can also set up vendor product names or product codes, and match against those.

To make the import of starting inventory quantities, follow these steps:

1. Choose Import from the File menu, and choose Starting Inventory from the submenu.
2. Enter an Inventory account for the items, and the way you'll identify the incoming data.
3. Choose a file from which to make the import.
4. Goldenseal will show you a field dialog where you can line up the incoming data with the fields in Goldenseal. Match the data, then click OK.
5. Goldenseal will automatically create an Inventory Transfer with the starting quantities for each item.

Technical Details

You'll probably only need to run this import once, when you first start using Goldenseal to track inventory.

Click for more about inventory management in the Goldenseal software.