Autodesk Prodsmart allows you now to import inventory movements in bulk.

This can be done in two different ways:

  1. Stock Fix: By setting a target quantity for a Product / Lot / Warehouse Location. Autodesk Prodsmart will do the calculations and create the necessary inventory movements to reach that quantity.

  2. Stock Movements: Create the stock movements directly to add or remove stock for a combination of Product / Lot / Warehouse Location.

To Bulk import your inventory movements, go to Inventory → Import and choose if you want to import a Stock Fix or Stock Movements.

On the top right corner of the screen you can download a template file, or use an already existing file to upload into Autodesk Prodsmart.

The template is the same for a Stock Fix and to create Stock Movements, below are the fields available and what they mean :

  • Product Code (Column A): Code for the product you are creating a movement for.

  • Product Parameters (Column B): Variable Parameters (if they exist) for the product you are creating a movement for.

  • Quantity (C): Quantity you either wish to fix for or quantity for the movement you want to create (according to the import type that you chose).

  • Date (D): Date of the movements that will be created, if not filled the current date will be used.

  • Lot (E): Lot number that you wish to create the movement for.

  • Cost (F): Total cost for the movement or total cost for the Product / Lot / Warehouse Location after the import (according to the import type that you chose).

  • Comment (G): In this field you can leave a comment that will be in the inventory movement created. This way you can easily afterwards identify the imported movements in your “Inventory Movements” tab.

  • Location (H): If you are using the Multi-Site feature, you can choose which Site the movement is being made in.

  • Warehouse (I): Warehouse where the quantity is being moved.

  • Warehouse Location (J): Warehouse location where the quantity is being moved.

Other important notes:

Yellow warnings - There are two possible warnings:

1. Quantity matches current stock. Will be ignored. The quantity you have as a target in your Stock Fix is the quantity that is already there. In these cases, the system will import the file anyway but will ignore the line. You must recheck what might have been changed.

2. Quantity will be decreased and cost will be increased (or vice versa), so 2 inventory movements will be created. When you are fixing the quantity and changing the cost, the system will create two inventory movements, one for increasing the quantity and another one for decreasing the cost or vice-versa.

Red warnings - the system will not import the line with the warning, because something is wrong and a workaround cannot be applied. Nevertheless, you can ignore the line and import the rest of the file, by clicking ‘Ignore line’.

  • When completing the dates the format used should match the one defined on your profile:

    · if your locale is ‘en-US’, the format is ‘MM/DD/YYYY - HH:MM (AM/PM)’ (12h format);

    · If your locale is ‘pt-PT’, the format is ‘DD/MM/YYYY - HH:MM’ (24h format).

  • Consider formatting the columns in text before you begin filling;

  • Do not use formulas in cells;

  • Only the first page of the file is imported. You can use other pages but only the first one will be taken into account.

  • The import only accepts 1000 lines at the time, if you have more than 1000 lines you will have to separate them into several imports.

Stock Fix vs Stock Movements

As mentioned before in a Stock Fix you give Prodsmart a target quantity and the software will do the necessary adjustments to bring the Product with that Lot and Location to that quantity.

Stock movements will create individual movements with the quantity you specify.

For a practical example :

Product A with Lot C has 20 units in Production.

Let’s see the difference of importing a Stock Fix or a Stock Movement with quantity 10 for this product and location.

Stock Fix : Since we input quantity 10, Prodsmart will create a -10 movement on this Product, to bring it back to 10 from 20. You will be left with 10 units.

Stock Movements : Since we input quantity 10, a +10 movement will be created and you will be left with 30 units.

Facilitating the import and notes

You can extract your inventory list from Prodsmart by going to Inventory → Pressing Excel (whole list).

This will list all inventory in Autodesk Prodsmart along with the lots and location. This makes it easier to build your import as all fields that are required can just be copied to your import and you just need to adjust the quantity.

Note: The movements/fix will only be applied to the Product / Lot / Warehouse Location that you specify in the import. In other words, if you wish to zero out a Product / Lot / Warehouse Location, you will need to create a row on the Excel import for a movement or specify that you want to fix the quantity to zero for that Product / Lot / Warehouse Location.

If you still have some doubts about the ‘Bulk Inventory Import’, feel free to reach out in our live-chat feature or directly to your CSM.

Need help? Request a Prodsmart expert to contact you here.

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