The Import / Export tab on the on the Stock item list screen will only be available when the mode in set to Default. In the Advanced mode is not selected, the Import / Export tab will not be displayed.

The stock item screen may also be launched as a floating screen from the Input → Adjust stock menu on the Default ribbon.


The options, is as follows:

  1. Spreadsheet import - 
    • Spreadsheet export - You may export stock items and save it as a "Excel Workbook (*.xlsx) file type.
    • Spreadsheet import - You may import stock items from a saved "Excel Workbook (*.xlsx) file type.
  1. Export - Create an Export file in the "Tab delimited (*.txt)" (default - recommended).

Stock items may also be exported in Export - Stock items (Setup ribbon).
  1. Import - Import a valid file exported via the Import option. 

Stock items may also be imported from Import - Stock items (Setup ribbon).
  1. Enter is next record - To be advised.
  2. Auto detail on one record - To be advised.
  3. Match on creditor code - To be advised.