Product Inventory Import Onboarding Guide for Planufac

This guide explains how to add inventory to your existing stock in Planufac. Unlike some processes that replace inventory, this operation will increase the quantity of inventory on hand. Follow the steps below to ensure a smooth addition to your inventory.

Important Notes:

• Add, Not Replace: This operation adds inventory to the existing stock for the specified SKU and location. It does not overwrite or replace current inventory levels.
• Verify Inventory After Addition: After uploading the template, verify that the inventory has been correctly added to the desired SKU and location.

Required for a Successful Import

• Accurate SKUs: Ensure the SKU entered matches the product you are adding inventory to.
• Correct Quantities: Double-check the quantities entered to ensure they reflect the intended addition.
• Appropriate Locations: Verify that the correct storage location is used.

Troubleshooting Common Issues

• Import Failure: If the import fails, check the error message provided by Planufac.
  • Missing Mandatory Fields: Ensure that all required fields (SKU, location, quantity, cost per unit) are filled in.
  • Incorrect Data: Verify the format of the data, especially for SKUs and quantities.
• Inventory Not Added: If the inventory does not reflect the changes after import, ensure that the file was uploaded correctly and that the operation was not interrupted.

Steps to Add Inventory

1. Access the Import/Export Section

• Log in to Planufac.
• Navigate to the Import/Export section from the main menu.

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2. Download the Inventory Template

• Download the Template

  To ensure that you have the correct format and required fields for updating contacts, you can download the template from the link below. This template will provide you with the structure needed to successfully import your updates.

  Download the Template Here

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• Open the template using a spreadsheet program like Microsoft Excel or Google Sheets.

3. Fill in the Required Fields

Mandatory Fields: All of the following fields must be filled to successfully add inventory:

1. sku – The SKU (Stock Keeping Unit) for the product you want to add inventory to (e.g., "MAIN-SKU"). The SKU is a unique identifier for each product and ensures that the inventory being added is correctly linked to the appropriate product in the system. Without an accurate SKU, the system cannot track the product's inventory levels properly.
2. location – The warehouse or storage location where the inventory is stored (e.g., "Your Location"). It’s important to select the correct location so the stock is added to the right place. You can find and manage your locations in Settings > Locations. Properly organising locations helps in managing inventory across multiple warehouses or storage facilities, ensuring accurate stock levels in each location.
3. quantity – The quantity of inventory being added (e.g., "150"). This number represents the total number of units being added to the existing stock for the specified SKU at the selected location. Note that this adds to the current stock levels rather than replacing them, making it crucial for maintaining accurate inventory counts.
4. cost_per_unit – The cost per unit of the inventory being added (e.g., "1"). This value represents how much each unit of the product costs. It is essential for maintaining accurate financial records and ensuring that the total cost of inventory is reflected correctly in the system. The cost per unit is particularly important for calculating margins, pricing, and profitability.

4. Save the Completed Template

• Review the data you've entered to ensure it is accurate.
• Save the file in its original format (CSV or Excel).

5. Import the Template

• Go back to the Import/Export section in Planufac.
• Select the Inventory option.
• Upload the completed template file.
• Confirm the import by clicking the Upload button.