Upload Inventory Movement

• Download the latest CSV template from the “Batch Upload Inventory Movement” module.

• Copy the Inventory Movement information into the CSV template.

• Upload the CSV template into Xoro.

Downloading the CSV template

• Go to the Batch Upload Inventory Movement module using the Search Menu.

• Click on the "Download Template" option.

  

Copying the information into the template

Once you’ve downloaded the template file, you can add/copy your data into the CSV. Mandatory fields are marked with a double asterisk (**) prefix.

• The file must be a CSV (Comma-separated values) file. The name of your file must end with csv.

• Make sure you don’t change any of the column headings from row 1 in the template – these are needed for the file to import correctly.

• All date fields will accept the MM-DD-YYYY format.

• Be mindful of any leading zeros in your data, some spreadsheet software will trim them automatically without notifying you. This can be resolved by ensuring your columns have correct formatting.

• Sometimes long numbers (UPC, etc.) are formatted as scientific notation. Be sure to change the formatting on this data to display these long numbers correctly.

• Make sure all the locations and items belong to the correct Store.

If you’re importing more than 5,000 records, we recommend you split up the file.

Upload Inventory Movement Template Fields

Column Name	Data Type	Description
**FromStoreCode	Text	Refer to your system and enter the Store Code. This is the Store from where you are moving the Item.
**FromLocationName	Text	Refer to your system and enter the location’s name. This is the location of the Store from where you are moving the Item.
**ToStoreCode	Text	Refer to your system and enter the store you are moving the item to.
**ToLocationName	Text	Refer to your system and enter the location you are moving the item to.
**ToLPN	Text	Enter the LPN details of the location to where are you moving the inventory.
**ItemNumber	Text	Enter the item’s number.
**Qty	Text	Enter the qty of the Item to move.
DateMoved	Text	Enter the date for the inventory movement.
Memo	Text	Enter any notes or additional information for the movement.
ItemIdentifierCode	Numeric	Enter the item identifier code here. The Item identifier code column specifies, how the Item number field value of the file will be used to match the Item in the system. Below are the valid identifier codes to be used: - 0 will represent Not Applicable. - 1 will represent Item Number. - 2 will represent Item UPC. - 3 will represent Item Barcode. - 4 will represent Alternate item number 1. - 5 will represent Alternate item number 2. - 6 will represent Alternate item number 3.
ImportError	Text	If there are any errors from the upload, they will be listed in this column.

Uploading the template

Once you have entered data into the CSV file, you can follow the steps below to upload it into Xoro:

• Click Browse to select the saved CSV Template file.

  
• After the file has been selected, click Upload to start importing.

  
• While the import is in progress, the summary of the progress will be displayed at the bottom of the screen with the progress bar.

• After the import has been completed, the result will be displayed with a message for success or error (if any).

  
• Inventory movement will only get uploaded into the system if there are no errors in the file.

• If there are errors in the file, you can download the error file, fix the errors in the original file, and upload it back into Xoro.

  

If you want to batch update the existing data, you can download the existing inventory by clicking Download Master Inventory File (Aggregate), update the necessary values in the CSV file, and upload it back into Xoro.