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How Do I Modify Inventory in a Spreadsheet?

Started by Mike Griggs, April 05, 2007, 01:08:39 AM

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Mike Griggs

Inventory and other many other product/variant fields can be modified in a spreadsheet to allow quicker and more convenient population of data.  This is given as an example, but can be applied to many other fields.

Step 1 - Create Export Format

  • Choose "View" | "Program Settings..." and select the "Export Formats" tab
  • Click "Add" to add a new format and name it "Inventory"
  • Enter the settings as shown in the following image

You can copy and paste the header from here:
Product Code,Variant Name,Quantity on Hand
You can copy and paste the line format from here:
"product_code","variant_name",variant_quantity_on_hand


Step 2 - Create Import Format

  • Select the "Import Formats" tab
  • Click "Add" to add a new format and name it "Inventory"
  • Enter the settings as shown in the following image
  • Click 'OK' to close the program settings

You can copy and paste the line format from here:
product_code, variant_name, variant_cost,variant_quantity_on_hand


Step 3 - Create Product Variants (if you don't already have them)

  • Choose "View" | "Products" from the main menu
  • Press ctrl-A to select all products on the list (or you can select just the ones you need)
  • From the main menu choose "Actions" | "Variants" | "Create All"
Note that if you already have variants for some products this will not overwrite them.



Step 4 - Export the Inventory List

  • With the products still selected, click on the selected products and choose "Export..." | "Inventory"
  • Choose a place to save the file



Step 5 - Import the List into Excel

  • Open Excel and choose "File" | "Open" and select the file just exported from SuperManager
  • The text import wizard should come up.  Choose "Delimitted" and click next


  • Select "Comma" as the delimiter and " as the text qualifier and click next


  • Click on the header for the first column and set the type to "Text".  Do this for the second column as well.  Leave the third column as "General"



Step 6 - Set Inventory Levels in Excel
You'll need to add a column before the inventory levels to insert the cost.



Step 7 - Export Inventory from Excel

  • Once you are finished modifying inventory in excel choose "File" | "Save As"
  • Set "Save as type" to "CSV (comma separated values)" and save the file


Step 8 - Import Inventory to SuperManager

  • In SuperManager choose "File" | "Import" | "Inventory" from the main menu and select the file exported from Excel
  • You should get an import report similar to the one shown below and your inventory levels should be updated


You can see the attached files for the file output from SuperManager and the one read back into SuperManager.