Import stock adjustments

Solution Properties

Solution ID:

230725143517593

Last Modified Date:

Thu May 14 09:51:21 UTC 2026

Taxonomy Path:

Case category//How do I...//import/export

Author:

Import stock adjustments

Description

Save time by recording your stock adjustments using a CSV file and update all your stock levels at once.

Cause

Resolution

Use our template to make sure your CSV has the correct column headings.

Remove the example information from the template file and replace it with your own stock adjustment data. Use the guidance below:

Headings- The headings in the CSV file must exactly match the headings used in our CSV file template
Item Code- Enter the item code as it displays in accounting
Adjustment Quantity- Enter a positive number ('5') to increase stock level, or a negative number ('-5') to decrease it
Date- Enter a date using the XX/XX/XXX format or leave it blank to use today's date
Cost Price- Enter a cost price when you increase the stock level, and leave it blank when you decrease it
Reason- If you leave this blank, we set the reason to 'Other'

The import will fail if the adjustment quantity decreases the stock level to zero or a negative value.

Remember that the header row in your CSV file must use the same headings as shown in the Column heading in the table.

	Column Heading	Format	Mandatory
A	Item Code	Text and numbers	Yes
B	Adjustment Quantity	Number (max. two decimal places)	Yes
C	Cost price	Number (max. two decimal places)	Yes - if you increase the quantity.
D	Date	Number DD/MM/YYYY	Yes
E	Reason	Text (Max. 50 characters)	Yes

A message confirms how many records the import completed successfully.

Steps to duplicate