Adding New Value Column Values for Items included in CSV File for Adjust Inventory Worksheet Import

Create a CSV File for Inventory Worksheet Import with New Quantity and Value column.

The user may create a saved item search for the items that will be adjusted with the Average Cost column included. On the exported CSV file, add a New Quantity column, enter values per physical count, and formulate another column to multiply the new quantity with the average cost for each item to come up with the new value.  

1. Navigate to Lists > Search > Saved Searches > New

2. Select an Item from the list

3. Under Criteria tab > Standard subtab, set the following filters (modify as necessary to get all the items that will be adjusted): 

  • Type is Inventory Item
  • The costing method is Average 

4. Under the Results tab, include the following fields:

  • Average Cost 

Note: If MLI = True, add the Location Average Cost field instead. 

5. Enter desired Saved Search Name

6. Click Save & Run

7. When the results are generated, click Export to CSV

8. On the exported CSV file, add another column for the New Quantity and enter values per item

9. On the same file, add another column for the Value and multiply New Quantity by the Average Cost

10. Save the file and add more fields as necessary to use in importing Adjust Inventory Worksheet.

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