• This interface facilitates to bulk upload the stock movement lists through an Excel sheet. You can do the bulk stock movement within the same location or to a different location or to a Vendor location.

  • All you need to do is download the latest format of the relevant Excel, update the data and upload. Each upload is listed under the Task History section.

  • In the case, any rows failed to upload, you can find a 'View Log' icon under 'Actions' column and by clicking the same you can navigate to 'Error Logs Summary' page. You can view the error messages, rectify the data and upload again.

How do I bulk upload the stock movement?

OR

How do I do the stock movement in bulk quantity?


To bulk upload the stock movement, do the following:

  • Log in to the 'MartJack Control Panel' by using your User Name (Email Address) and Password.


 Stock Movement Bulk Upload

  • You will be navigated to the Dashboard page.


 Stock Movement Bulk Upload

  • Click the  Stock Movement Bulk Upload icon. The Products section will be displayed as shown in the figure.


 Stock Movement Bulk Upload

  • Click Stock Management, and select Stock Movement Bulk Upload. You will be navigated to the Stock Management > Bulk Stock Movement page.


 Stock Movement Bulk Upload

  • Here you can do the stock movement for within a location or to a different location.

i) Bulk stock movement for within a location:


Bulk Stock Movement for within a location:

  • To do the bulk stock movement for within a location, select the Within Location radio button.
  • Select the respective stock location for which you want to bulk upload the stock movement, from the Location drop-down.
  • Now, you need to download the latest Excel format. To do so, click the Click Here link under the Bulk Shelf Upload section. Then the respective Excel, i.e. StockMovement_BulkUpload_WithinLocation.xlsx will be downloaded.
  • To open the Excel, double-click the same. The Excel will be displayed as shown in the figure.


 Stock Movement Bulk Upload

  • There are two sheets here, namely - BulkUpload and Definitions.
  • You need to fill the respective data in the BulkUpload sheet.
  • You can find the definitions of each field in the Definitions sheet. Click the Definitions sheet and it will be displayed as mentioned below.


 Stock Movement Bulk Upload

  • Read the definitions carefully and navigate to the BulkUpload sheet again.
  • Enter the 'SKU' of the product to be moved within the location in the SKU/Variant SKU column. In the case of a variant product, enter the 'Variant SKU' here. It's a MANDATORY field.
  • Enter the quantity to be moved in the Quantity column. It's a MANDATORY field and a numeric field.
  • Enter the code of shelf from which you want to move the stock in the From Shelf column. It's a MANDATORY field.
  • Enter the code of shelf to which you want to move the stock in the To Shelf column. It's a MANDATORY field.
  • Enter the reason for stock movement in the Reason column.
    Note: If the shelf to which you are moving the stock is a Bad Shelf, then specifying the reason is Mandatory.
  • Save the Excel in a suitable location.
  • Navigate to the Bulk Stock Movement section in the Stock Management > Bulk Stock Movement page.


 Stock Movement Bulk Upload

  • Click Browse. An Open dialog box will be displayed.


 Stock Movement Bulk Upload

  • Select the updated StockMovement_BulkUpload_WithinLocation.xlsx file and click Open. The dialog box will be closed and the name of the selected file will be updated in the Upload Excel text box.


 Stock Movement Bulk Upload

  • Click Upload. The Excel file will be uploaded and you can verify the number of updated rows, the number of rows failed due to validations and exceptions in the run-time i.e. dynamically under the Task History section during upload.


 Stock Movement Bulk Upload

  • In the case of some rows are not updated due to some problems, you can find a  Stock Movement Bulk Upload icon under the Actions column, by clicking which you can be navigated to the Error Logs Summary page. By reading the error messages, you can find the respective fault. Then, rectify the data accordingly and upload the respective rows again.

ii) Bulk stock movement to a different location:


Bulk Stock Movement to Different Location:

  • To do the bulk stock movement to a different location, select Different Location. The following options will be displayed.


 Stock Movement Bulk Upload

  • Select the respective stock location to which you want to bulk upload the stock movement, from the Location drop-down.
  • Select the type of stock movement from the Stock Transfer Type drop-down.
    • Note: There are two types of stock movement/transfer:
      • a) Stock Transfer: By selecting this option, you can transfer the stock to a different location. If you are trying to download the default Excel after selecting the 'Stock Transfer' option, the StockMovement_BulkUpload_DifferentLocation.xlsx will be downloaded.

      • b) Return to Vendor: By selecting this option, you can send the stock to a vendor. If you are trying to download the default Excel after selecting the 'Return to Vendor' option, the StockMovement_BulkUpload_RTV.xlsx will be downloaded.

a) Stock Transfer:


a) Stock Transfer:

  • To transfer the stock to a different location, select the Stock Transfer option from the Stock Transfer Type drop-down.


 Stock Movement Bulk Upload

  • Now, you need to download the latest Excel format. To do so, click the Click Here link under the Bulk Shelf Upload section. The respective Excel, i.e. StockMovement_BulkUpload_DifferentLocation.xlsx will be downloaded.
  • To open the Excel, double-click the same. The Excel will be displayed as shown in the figure.


 Stock Movement Bulk Upload

There are three sheets here, namely - Master Details, Product Details and Definitions.
You need to fill the respective data in the Master Details and Product Details sheets. You can find the definitions of each field in the Definitions sheet for your reference while filling the details.
Master Details:
  • Enter a unique reference code for stock movement (Mandatory), in the Stock Transfer Ref Code column.
  • Enter the name of the transporter (i.e. logistic service provider) for the stock movement, in the Transporter Name column.
  • Enter the vehicle number through which the products sent, in the Vehicle No column.
  • Enter the number of boxes through which the products sent, in the No of Boxes column.
  • Enter the name of the driver for the above-mentioned vehicle, in the Driver Name column.
  • Enter the cost of transportation for the stock movement, in the Transportation Cost column.
  • Stock Transfer Header: To display the header text in the stock transfer report, enter the same in the Stock Transfer Header column. Example:Enter Inter-State (i.e. within state) or Intra-State (i.e. between regions outside of the state) here.
  • Enter the code of the location to which you want to move the product in the To Location column. It's a MANDATORY field.
  • To display the footer text in the stock transfer report, enter the relevant text (optional) in the Stock Transfer Footer column.
  • Auto Select Shelf/Bin: Select 'Yes' to allow the system to select the 'from shelf' automatically based on highest quantity shelf first. If 'No' is selected, the user has to define the From Shelf through the 'Product Details' sheet.
    • Note: If 'Auto Select' is selected as 'Yes', and you have specified the 'From Shelf' also, the 'From Shelf' will override the Auto selection.
  • ST Shelf/Bin Type: Enter 'Good QC' or 'Bad QC' or 'Good QC,Bad QC' here. If the 'Good QC, Bad QC' is mentioned, both the bins are considered and transfer is done based on the bin having the highest stock firstIf nothing is mentioned, the system will consider both the bins by default and transfer is done based on the highest stock first.
Product Details:
  • Now, click the Product Details sheet. It will be displayed as mentioned below:


 Stock Movement Bulk Upload

  • Enter a unique reference code for stock transfer (Mandatory) in the Stock Transfer Ref Code column.
  • Enter the 'SKU' of the product to be moved to a different location in the SKU/Variant SKU column. In the case of a variant product, enter the 'Variant SKU' here. It's a MANDATORY field.
  • Enter the quantity to be moved in the Quantity column. It's a MANDATORY field and a numeric field.
  • Enter the code of shelf from which you want to move the stock in the From Shelf column. It's a MANDATORY field when the Auto Select Shelf/Bin is selected as No.
  • Enter the discount percentage on MRP (optional) in the Discount Percentage column for showing net MRP after deducting the discount value from MRP.
  • Save the Excel in a suitable location.
  • Navigate to the Bulk Stock Movement section in the Stock Management > Bulk Stock Movement page.


 Stock Movement Bulk Upload

  • Click Browse. An Open dialog box will be displayed.


 Stock Movement Bulk Upload

  • Select the updated StockMovement_BulkUpload_DifferentLocation.xlsx file and click Open. The dialog box will be closed and the name of the selected file will be updated in the Upload Excel text box.


 Stock Movement Bulk Upload

  • Click Upload. The Excel file will be uploaded and you can verify the number of updated rows, the number of rows failed due to validations and exceptions in run-time i.e. dynamically under the Task History section during upload.


 Stock Movement Bulk Upload

  • In the case some rows are not updated due to some problems, you can find a  Stock Movement Bulk Upload icon under the Actions column, by clicking which you can be navigated to the Error Logs Summary page. By reading the error messages, you can find the respective fault. Then, rectify the data accordingly and upload the respective rows again.

b) Return to Vendor:


b) Return to Vendor:

  • To send the stock to a vendor, select the Return to Vendor option from the Stock Transfer Type drop-down.


 Stock Movement Bulk Upload

  • Now, you need to download the latest Excel format. To do so, click the Click Here link under the Bulk Shelf Upload section. The respective Excel, i.e. StockMovement_BulkUpload_RTV.xlsx will be downloaded.
  • To open the Excel, double-click the same. The Excel will be displayed as shown in the figure.


 Stock Movement Bulk Upload

There are three sheets here, namely - Master Details, Product Details and Definitions.
You need to fill the respective data in the Master Details and Product Details sheets. You can find the definitions of each field in Definitions sheet for your reference while filling the details.
Master Details:
  • Enter a unique reference code for stock movement (Mandatory) to Vendor, in the Stock Transfer Ref Code column.
  • Enter the name of the transporter (i.e. logistic service provider) for the stock movement to a vendor, in the Transporter Name column.
  • Enter the vehicle number through which the products sent to the vendor, in the Vehicle No column.
  • Enter the number of boxes through which the products sent vendor, in the No of Boxes column.
  • Enter the name of the driver for the above-mentioned vehicle, in the Driver Name column.
  • Enter the cost of transportation for the stock movement to the vendor, in the Transportation Cost column.
  • Stock Transfer Header: To display the header text in the stock transfer report, enter the same in the Stock Transfer Header column. Example:Enter Inter-State (i.e. within state) or Intra-State (i.e. between regions outside of the state) here.
  • Enter the code of the location (i.e. Vendor location) to which you want to move the product in the To Location column. It's a MANDATORY field.
  • To display the footer text in the stock transfer report, enter the relevant text (optional) in the Stock Transfer Footer column.
  • Auto Select Shelf/Bin: Select 'Yes' to allow the system to select the 'from shelf' automatically based on highest quantity shelf first. If 'No' is selected, the user has to define the From Shelf through the 'Product Details' sheet.
    • Note: If the 'Auto Select' is selected as 'Yes', and you have also specified the 'From Shelf', the 'From Shelf' will override the Auto selection.
  • ST Shelf/Bin Type: Enter the 'Good QC' or 'Bad QC' or 'Good QC, Bad QC' here. If the 'Good QC, Bad QC' is mentioned, both the bins are considered and transfer is done based on the bin having highest stock firstIf nothing is mentioned, the system will consider both the bins by default and transfer is done based on the highest stock first.
Product Details:
  • Now, click the Product Details sheet. It will be displayed as mentioned below:


 Stock Movement Bulk Upload

  • Enter a unique reference code for stock transfer (Mandatory) in the Stock Transfer Ref Code column.
  • Enter the 'SKU' of the product to be moved to the vendor location in the SKU/Variant SKU column. In the case of a variant product, enter the 'Variant SKU' here. It's a MANDATORY field.
  • Enter the quantity to be moved in Quantity column. It's a MANDATORY field and a numeric field.
  • Enter the code of shelf from which you want to move the stock in the From Shelf column. It's a MANDATORY field when the Auto Select Shelf/Bin is selected as No.
  • Enter the discount percentage on MRP (optional) in the Discount Percentage column for showing net MRP after deducting the discount value from MRP.
  • Save the Excel in a suitable location.
  • Navigate to the Bulk Stock Movement section in the Stock Management > Bulk Stock Movement page.


 Stock Movement Bulk Upload

  • Click Browse. An Open dialog box will be displayed.


 Stock Movement Bulk Upload

  • Select the updated StockMovement_BulkUpload_RTV.xlsx file and click Open. The dialog box will be closed and the name of the selected file will be updated in the Upload Excel text box.


 Stock Movement Bulk Upload

  • Click Upload. The Excel file will be uploaded and you can verify the number of updated rows, the number of rows failed due to validations and exceptions in the run-time i.e. dynamically under the Task History section during upload.


 Stock Movement Bulk Upload

  • In the case some rows are not updated due to some problems, you can find a  Stock Movement Bulk Upload icon under the Actions column, by clicking which you can be navigated to the Error Logs Summary page. By reading the error messages, you can find the respective fault. Then, rectify the data accordingly and upload the respective rows again.