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  • Bulk updating RetailManager stock using Microsoft Excel


 

 

RetailManager

ANSWER ID:13627

You can update various components of your stock items using Microsoft Excel. This allows you to quickly update multiple stock items at the one time.

This support note describes how to export your stock list from RetailManager, update it in Excel, them import it back into RetailManager.

 

1. Export your stock list from RetailManager
  1. Open RetailManager.
  2. Go to the File menu and choose Import & Export.
  3. Click OK to close all the shopfronts and you will be prompted to make a backup. This is optional but highly recommended.
  4. After this has been completed you will see Step 1 of the Import/Export Wizard.
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  5. Select the Export Data option then click Next.
  6. Step 2 of the wizard should automatically default to your current database file. If it has done this then click Next. If it has not done this, you will need to browse to your shopfront folder and select the recent.mdb file.
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  7. Step 3 of the wizard should automatically default to export the stock table so click Next. Otherwise select Stock in the Select a table to export field.
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  8. Step 4 lists the fields that will be exported. Click Export.
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  9. RetailManager will then prompt you to save the file. Choose a location which is familiar and can be easily accessible, for example the Desktop.
2. Update the stock list in Microsoft Excel

The images below might look different to your version of Microsoft Excel, but the process should be the same.

  1. Open Microsoft Excel.
  2. Go to the File menu and choose Open.
  3. Browse to where the stock text file was saved, in our example above this would be the Desktop, and change the files of Type field to Text Files (*.prn, *.txt, *.csv). Select the stock.txt file and click Open.
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  4. Click Finish when the Text Import Wizard is displayed.
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  5. You should see your stock list displayed in rows and columns. Each row represents a stock item, and each column represents an element of the stock item (description, cost, sell, etc).
  6. Make the relevant changes to your various stock items accordingly in the appropriate cells.
  7. Once you have completed the required changes, save the text file as a Text (Tab delimited)(*.txt) file.
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    You can save the updated file with the same name as the original file and click Yes to the prompt about overwriting the file, or you can save the file with a different name.
3. Import the stock list back into RetailManager

If you haven't already done so, create a backup of your RetailManager shopfront before importing the updated stock file. For more information, see the RetailManager user guide.

  1. In RetailManager, go to the File menu and choose Import & Export.
  2. At Step 1 of the wizard, select the Import Data option then click Next.
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  3. At Step 2 you will need to select the updated stock list. Click Browse and select the updated stock list file (this will be located in the directory where it was saved in Microsoft Excel).
  4. You will also need to select the RetailManager Shopfront database - this can be done by clicking Browse and locating your Shopfront database, for example C:\RetailM\Clearwater Pty Ltd\recent.mdb.
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  5. Step 3 of the wizard refers to the various options. These options need to be the same as what was originally exported, for example if the file was exported using First Line as Label, then it needs to be imported the same way. Select the option Stock then click Next.
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  6. At Step 4, select the option Update then click Next.
  7. Similar to Step 3, if you have adjusted any options on the export they will need to be adjusted here similarly.
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  8. Step 5 of the wizard requires you to match up the relevant fields in the updated stock list. For example; if you only updated the cost price field on specific items when in Microsoft Excel, you can simply match the Barcode and Description fields (these are mandatory) and the Cost Price field. Alternatively, you can select Match All or Match All by Name and it will match up all the fields for the import.
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  9. Click Import. RetailManager should now go through importing the stock list and updating your database.
 
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