In Pastel make sure the green radio button is on Import a text file. This will allow importing inventory count via excel

Importing inventory count via excel

If counting inventory is a nightmare at month end. Importing inventory count via excel it is as easy as following the following steps:

Importing inventory count via excel

Click on process -> Count Inventory

Importing inventory count via excel process screen

 

The following screen will appear:

Click No

Importing inventory count via excel rebuild screen

The following screen will appear:

Click Next

 

Importing inventory count via excel inventory snapshot

The following screen will appear:

Please choose your store that the stock take will be made of.

Click Next

Importing inventory count via excel range snapshot

The following screen will appear:

Click Process

Importing inventory count via excel confirm operation

The following screen will appear:

Click No

 

Importing inventory count via excel count inventory assistant

The following screen will appear:

Click Continue

Importing inventory count via excel inventory assistant

The following screen will appear:

Please make sure the green radio button is at (Print a count sheet)

Click Next

Importing inventory count via excel print countscreen

The following screen will appear:

Change the printer to Excel

Also make sure the correct store is selected

Click OK

Importing inventory count via excel print screen

Excel will now open:

The following worksheet will appear:

Importing inventory count via excel excel drop

Type in the physical quantities in column H

Importing inventory count via excel add quantities

Delete column C,D,E,F,G

 

Importing inventory count via excel delete

Delete row 1,2,3

Importing inventory count via excel delete row

In column b type the store code (The code must be in uppercase)

Importing inventory count via excel add store code

Select column A -> right click and select Format Cell

Importing inventory count via excel format cell

Click Custom -> Select the word general and type (four zero’s) 0000 (Excel drops leading zero’s on numeric codes. For example the first code in pastel is 0001 however when exported it is 1) -> click OK

Importing inventory count via excel formattingImporting inventory count via excel formatting 2

In column D just make one space (This is called a phantom column) 

Importing inventory count via excel blanck cell

Click File -> Save As -> Choose your location and file name -> File save Type must be CSV (Comma delimited) (*.csv)

Importing inventory count via excel save

The following screen will appear:

Click Yes

Importing inventory count via excel save2

Right click on the new excel csv file that was created

Open with Notepad

Importing inventory count via excel notepad

The following screen will appear:

This is a check to see that the file saved correctly. The image on the left is correct. The image on the right shows incorrect lines at the bottom.

Importing inventory count via excel notepad2Importing inventory count via excel notepad 3

If your document opens and it looks like the image on right please delete about 20 columns after D (E till X) and about 20 rows at the bottom of your data (In this case from row 2546-2566)

Importing inventory count via excel check

Importing inventory count via excel delete rows

You can close remember to resave the excel sheet if any changes has been made.

 

Open Pastel

In Pastel make sure the green radio button is on Import a text file. This will allow importing inventory count via excel

Importing inventory count via excel import

The following screen will appear:

Select the first option of both

Click on browse

Importing inventory count via excel selecting

The following screen will appear:

Select your excel csv file that was saved

Click Open

Importing inventory count via excel browse

The following screen will appear:

Click Process

Importing inventory count via excel confirm

The following screen will appear:

Please take note of the line numbers (in this case 46,49,50,51,52,55)

Click Close

Importing inventory count via excel errors

The following screen will appear:

Click No

Importing inventory count via excel inventory assistan

The following screen will appear:

Importing inventory count via excel import

Open the saved excel csv file

Delete the rows as indicated (in this case 46,49,50,51,52,55)

Importing inventory count via excel check excel

Select column A -> right click and select Format Cell

Importing inventory count via excel formatting

Click Custom -> Select the word general and type (four zero’s) 0000 -> click OK

Importing inventory count via excel formatting

Click File -> Save As -> Choose your location and file name -> File save Type must be CSV (Comma delimited) (*.csv)

Importing inventory count via excel save as

The following screen will appear:

Click Yes

Importing inventory count via excel confirm

The following screen will appear:

Click Yes

Importing inventory count via excel confirm save

Open pastel

In Pastel make sure the green radio button is on Import a text file. This will allow importing inventory count via excel

Click Next

 

Importing inventory count via excel import

The following screen will appear:

Select the first option of both

Click on browse

Importing inventory count via excel browse

The following screen will appear:

Select your excel csv file that was saved

Click Open

Importing inventory count via excel find file

The following screen will appear:

Click Process

Importing inventory count via excel confirm

The following screen will appear:

In Pastel make sure the green radio button is on Enter or edit physical quantity on hand and the tick box is selected

Importing inventory count via excel change error

The following screen will appear:

Manually type in the quantities that was errors (in this case 46,49,50,51,52,55)

Importing inventory count via excel change errors

The following screen will appear:

Click Process

Importing inventory count via excel confirm

The following screen will appear:

Click Finish

Importing inventory count via excel operation complete

The Importing inventory count via excel is now complete.

If you require any assistance,  please call our call centre:
+27 21 447 9565

Alternatively, click here to log a support incident via our website,  and a support consultant will contact you:

 

 

 

About the Author

Armon Livesey – who has written posts on End 2 End Business Solutions.


2 replies
  1. Brian Kennedy
    Brian Kennedy says:

    Lots of detail for a very useful function. Now we’ll have more time for rugby! 🙂

    Reply

Leave a Reply

Want to join the discussion?
Feel free to contribute!

Leave a Reply

Your email address will not be published. Required fields are marked *