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An Adaco question from @NicolasCuneo who asks, Is it possible to export/access the excels for locations from the enter inventory page outside of a period inventory or interim inventory?

Comments

18 comments

  • David Fournier

    @Nicolas Cuneo​ via @John Edwards​,

    Thank you for your query.

     

    Inventory->Physical Inventory Count is blocked when an Inventory Period is not open so the format for Inventory Import is not available.

     

    The Guides from each Location can be Exported via Inventory->Maintain Guides at any time, as outlined here:

    https://fc.force.com/customer/s/article/Adaco-Guide-Details

     

    What is the business case for needing to Export these Guides though?

     

    Please let us know so we can best advise.

     

    Best

    David

    Fourth

    0
  • NICOLAS CUNEO

    Hello,

     

    Management is looking at alternate ways to try and improve our inventory talking procedure efficiency. One of the ways I was tasked into looking at was the potential to import the inventory information through excel. I've seen that it is possible through looking into test database.

     

    A scenario that is possible would be to count and input the data into the excels for certain locations on Friday that would have no movement during the weekend. Then on Monday when we start the inventory in Adaco we can just import these locations. This would require having the excels in the correct format in advance.

     

    Regards,

    Nick

     

    0
  • David Fournier

    Hello @Nicolas Cuneo​,

    We appreciate this additional information.

     

    Our upcoming mobile inventory functionality will allow for Areas (Locations) to be counted in advance of the Inventory Period being started so we would recommend reaching out to your Customer Success Manager after having a preview here:

    https://www.fourth.com/en-gb/resource/mobile-solutions-purchase-pay-and-inventory-webinar-0

     

    That webinar reviews current functions across the Fourth Solutions, so it may vary slightly for the Purchasing & Inventory (formerly known as Adaco) platform that you're on now; the CSM/SSM (in this case, me) teams will provide a bit more detail when we speak directly.

     

    Best

    David

    Fourth

    0
  • Hi @John Edwards​,

     

    Not sure if the tag worked for @Nicolas Cuneo​ so just wanted to tag him in this thread so that he can keep up to date when an expert responds! 😊

     

    Best,

    Rozz

    Fourth 

    0
  • David Fournier

    @Nicolas Cuneo​ via @John Edwards​,

    Thank you for your query.

     

    Inventory->Physical Inventory Count is blocked when an Inventory Period is not open so the format for Inventory Import is not available.

     

    The Guides from each Location can be Exported via Inventory->Maintain Guides at any time, as outlined here:

    https://fc.force.com/customer/s/article/Adaco-Guide-Details

     

    What is the business case for needing to Export these Guides though?

     

    Please let us know so we can best advise.

     

    Best

    David

    Fourth

    0
  • NICOLAS CUNEO

    Hello,

     

    Management is looking at alternate ways to try and improve our inventory talking procedure efficiency. One of the ways I was tasked into looking at was the potential to import the inventory information through excel. I've seen that it is possible through looking into test database.

     

    A scenario that is possible would be to count and input the data into the excels for certain locations on Friday that would have no movement during the weekend. Then on Monday when we start the inventory in Adaco we can just import these locations. This would require having the excels in the correct format in advance.

     

    Regards,

    Nick

     

    0
  • David Fournier

    Hello @Nicolas Cuneo​,

    We appreciate this additional information.

     

    Our upcoming mobile inventory functionality will allow for Areas (Locations) to be counted in advance of the Inventory Period being started so we would recommend reaching out to your Customer Success Manager after having a preview here:

    https://www.fourth.com/en-gb/resource/mobile-solutions-purchase-pay-and-inventory-webinar-0

     

    That webinar reviews current functions across the Fourth Solutions, so it may vary slightly for the Purchasing & Inventory (formerly known as Adaco) platform that you're on now; the CSM/SSM (in this case, me) teams will provide a bit more detail when we speak directly.

     

    Best

    David

    Fourth

    0
  • Hi @John Edwards​,

     

    Not sure if the tag worked for @Nicolas Cuneo​ so just wanted to tag him in this thread so that he can keep up to date when an expert responds! 😊

     

    Best,

    Rozz

    Fourth 

    0
  • Fourth Customer Success Portal

    The article link in the original answer in this discussion has been updated.

     

    It is now: https://fc.force.com/customer/s/article/Purchasing-Inventory-Guide-Details

     

    Best,

    Paul

    Fourth

    0
  • Fourth Customer Success Portal

    The article link in the original answer in this discussion has been updated.

     

    It is now: https://fc.force.com/customer/s/article/Purchasing-Inventory-Guide-Details

     

    Best,

    Paul

    Fourth

    0
  • Joshua Wright

    @Elaine Reilly​ Please see above in relation to our case 😊

    0
  • Lee Grisham

    Are there any updates on the mobile or excel import functionality? I see that I can access it when an inventory is sorted by Category, but not when done by Location.

    0
  • Lee Grisham

    Are there any updates on the mobile or excel import functionality? I see that I can access it when an inventory is sorted by Category, but not when done by Location.

    0
  • Joshua Wright

    @Elaine Reilly​ Please see above in relation to our case 😊

    0
  • Elaine Reilly

    Thanks for tagging me Joshua, however this doesn't answer my original request - ive emailed you again this morning​

    0
  • Elaine Reilly

    Thanks for tagging me Joshua, however this doesn't answer my original request - ive emailed you again this morning​

    0
  • David Fournier

    Good afternoon {@005D000000AEQ9rIAH}​,

    Our apologies for the delay in addressing your follow-up question.

     

    Your current Fourth Customer Representative will be reaching out separately regarding an update on Mobile functionality; if in the future you would like to request similar updates that are not yet available via Community Release Notes, please contact them directly (e.g. Customer Success/Care Manager, Project Manager/Implementation Consultant, as relevant at the time).

     

    If the Excel import function is not working properly, please do raise a Technical Support Case; according to the Release Notes from v4.6.50, Export/Import should work for Category AND Location Outlets, assuming they fit the requirements highlighted here:

    https://fc.force.com/customer/s/question/0D5D000005MQXX0KAP/is-there-a-guideline-for-importing-inventory-counts-to-the-enter-inventory-screen

     

    Please let us know if you have any further follow-up questions around this topic.

     

    Best

    David

    Fourth

    0
  • David Fournier

    Good afternoon {@005D000000AEQ9rIAH}​,

    Our apologies for the delay in addressing your follow-up question.

     

    Your current Fourth Customer Representative will be reaching out separately regarding an update on Mobile functionality; if in the future you would like to request similar updates that are not yet available via Community Release Notes, please contact them directly (e.g. Customer Success/Care Manager, Project Manager/Implementation Consultant, as relevant at the time).

     

    If the Excel import function is not working properly, please do raise a Technical Support Case; according to the Release Notes from v4.6.50, Export/Import should work for Category AND Location Outlets, assuming they fit the requirements highlighted here:

    https://fc.force.com/customer/s/question/0D5D000005MQXX0KAP/is-there-a-guideline-for-importing-inventory-counts-to-the-enter-inventory-screen

     

    Please let us know if you have any further follow-up questions around this topic.

     

    Best

    David

    Fourth

    0

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