For a retail-heavy business, stock count is a challenge. Physically counting each product and entering the details is time-consuming. 

In your center, if one of your staff does the physical counting and the Inventory Manager enters the details in Zenoti, you can use the Import/Export option. Your Inventory Manager can export the stock count format and system-generated data from the Audit page to Excel or CSV format. Then, your staff can physically count the products, fill in all details in the exported file and hand it over to the Inventory Manager to import it back into Zenoti for submission.

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Important
: For businesses that have signed up with Zenoti after April 2020 release, the store and floor quantities are combined into a single quantity, called Current On-Hand quantity.
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To Import & Export audit details

  1. Navigate to the Audit page.
    - For a retail audit: Inventory > Audit > Retail: Audit Inventory
    - For a professional supply audit: Inventory > Audit > Consumables: Audit Inventory

The Audit Inventory page appears.

If you have signed up with Zenoti after April 2020 release, you will see the following page:

2. Import or export audit details.
a. To import audit details, skip to step 5.
b. To export the audit details, click the Export to Excel or Export to CSV icon.
The audit details are downloaded to your local drive in the desired format.

3. Look for the downloaded file in your local drive. For example, the file name can be 'Audits <your center name>.xls’, ‘Inventory <product-type>.xls’, or ‘Inventory Audit History.csv’.

4. Enter the actual stock count and save the file. You must enter only positive values. If you enter negative values, you cannot import it back in Zenoti.
Important: If you have signed up with Zenoti after April 2020 release, you must enter the total stock count of a product only in the Store column - if you enter any quantity in the Floor column and import it to Zenoti, the Floor column will not be considered.

5. Import the audit file by clicking the Import/Export icon.
The import/export page appears.

6. Select the Import option.
The web import or scan import drop-down appears.

7. Select Web Import.
The Upload button appears.

8. Click the Upload button.
You can upload the audit file from your local drive. It can be an Excel or CSV file with a maximum file size of 3 MB.
Important: Ensure that you have the copyrights to upload the file to Zenoti.

9. Select the file to add it for import.
The Load button appears.

10. Click Load.
Zenoti checks if the file has any negative values and invalid entries.
Note: If you want to upload a different file, click Clear.

If the file fails due to incorrect data entries, the error messages are displayed for each product that has an invalid entry.

11. Click Import. The file is imported in Zenoti and you are navigated back to the Audit page with the updated stock count data.

Zenoti treats the imported stock count data as a manual audit, which can be seen in the Reconciliation page using one of the search filters.
Important: If you have entered negative values by mistake, Zenoti ignores the minus sign for all the entries in the file and imports the values as positive entries.

Next Step: After you have imported stock count data in Zenoti, you can review it and save it or submit it for reconcile.

See Also

Problem Importing an Audit File
Enter and Save Stock Count Data
Submit Stock Count for Reconciliation

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