User Tools

Site Tools


stockcountreport

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Next revision
Previous revision
stockcountreport [2008/09/21 18:53 (16 years ago)] – created swindstockcountreport [2021/05/11 21:46 (3 years ago)] (current) – [Generating the stock count for manipulation in Excel] plagrada
Line 1: Line 1:
 ====== Generating the stock count for manipulation in Excel ====== ====== Generating the stock count for manipulation in Excel ======
-[[http://wws5.com/|{{http://wws5.com/images/topxxxgif-ani.gif  |Windward Software}}]]+ 
 + 
 + 
 + 
 + 
  
 ====== Generating the Stock Count Report ====== ====== Generating the Stock Count Report ======
Line 6: Line 11:
 In System Five, there is a pre-configured report for exporting the stock to a CSV file. In System Five, there is a pre-configured report for exporting the stock to a CSV file.
 Open System Five,open the navigator,then go to: Open System Five,open the navigator,then go to:
 +
 +
 - Reports - Reports
 +
 - Inventory Reports - Inventory Reports
 +
 - Print Inventory Reports - Print Inventory Reports
 +
 - Stock Count - Stock Count
  
 {{stockcount1.jpg|}} {{stockcount1.jpg|}}
 +
  
 - Then select the options tab and check off any additional options you would like in the report. Clicking on a red X will change it to a green check mark. - Then select the options tab and check off any additional options you would like in the report. Clicking on a red X will change it to a green check mark.
  
 {{stockcount2.jpg|}} {{stockcount2.jpg|}}
 +
  
 - Click the View Tab,or the View Button on the top of the screen. This will generate the report. - Click the View Tab,or the View Button on the top of the screen. This will generate the report.
  
 {{stockcount3.jpg|}} {{stockcount3.jpg|}}
 +
  
 - Then Export to external file, by clicking on the export button, - Then Export to external file, by clicking on the export button,
  
 {{stockcount4.jpg|}} {{stockcount4.jpg|}}
 +
  
 - Then click To External File - Then click To External File
  
 {{stockcount5.jpg|}} {{stockcount5.jpg|}}
 +
    
-  The default type should be CSV format, which most programs including Excel can import. +The default type should be CSV format, which most programs including Excel can import.
-- Give the file a name, and save it to your desktop, or any other location that will make it easy for you to +
  
-find the file.+- Give the file a name, and save it to your desktop, or any other location that will make it easy for you to find the file.
  
-The file is now ready to import into Excel +The file is now ready to import into Excel
 DO NOT OPEN THE FILE WITH EXCEL. The file must be imported, not opened, and all fields must be imported as text.  DO NOT OPEN THE FILE WITH EXCEL. The file must be imported, not opened, and all fields must be imported as text. 
  
 Otherwise Excel will remove all leading zeros from your barcodes.  Otherwise Excel will remove all leading zeros from your barcodes. 
  
-For mor information on this see the document on Preventing Leading 0's From Being Dropped When Opening a CSV +For more information on thissee the document on Preventing Leading 0's From Being Dropped When Opening a CSV  
 + 
 +File in Excel.[[http://wiki.wws5.com/doku.php?id=excellimportleadingzeroes]] 
  
-File in Excel.+For information on loading your Excel Spreadsheet Back into System Five through a Data Load see:
  
 +http://wiki.wws5.com/doku.php?id=dataload_after_excell_edit
  
  
stockcountreport.1222048387.txt.gz · Last modified: 2008/09/21 18:53 (16 years ago) by swind