stockcountreport
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stockcountreport [2008/09/21 18:53 (16 years ago)] – created swind | stockcountreport [2021/05/11 21:46 (3 years ago)] (current) – [Generating the stock count for manipulation in Excel] plagrada | ||
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====== Generating the stock count for manipulation in Excel ====== | ====== Generating the stock count for manipulation in Excel ====== | ||
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====== Generating the Stock Count Report ====== | ====== Generating the Stock Count Report ====== | ||
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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, | Open System Five,open the navigator, | ||
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- Reports | - Reports | ||
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- Inventory Reports | - Inventory Reports | ||
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- Print Inventory Reports | - Print Inventory Reports | ||
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- Stock Count | - Stock Count | ||
{{stockcount1.jpg|}} | {{stockcount1.jpg|}} | ||
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- 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|}} | ||
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- 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|}} | ||
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- 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|}} | ||
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- Then click To External File | - Then click To External File | ||
{{stockcount5.jpg|}} | {{stockcount5.jpg|}} | ||
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- | | + | - 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 this, see the document on Preventing Leading 0's From Being Dropped When Opening a CSV |
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+ | File in Excel.[[http:// | ||
- | File in Excel. | + | For information on loading your Excel Spreadsheet Back into System Five through a Data Load see: |
+ | http:// | ||
stockcountreport.1222048387.txt.gz · Last modified: 2008/09/21 18:53 (16 years ago) by swind