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Best Practices: Correcting / Transferring / Deleting stock

With the data format Stock it is possible to change the stock of all variations at once. This is for example helpful, if you want to enter all current stocks into the system after a stocktaking.

Further application possibilities are the redistribution of stock to a new storage location in the same warehouse or into a new warehouse.

1. Which steps are necessary in advance for redistributing and correcting stock?

  • The warehouse has to be set up.

  • If you’re not only working with the standard storage location, the storage locations have to be set up.

For more information about setting up warehouses and storage locations, please refer to the manual page warehouse and the subordinate pages.

2. Examples of use

In order to better understand the process, we will give you three concrete examples. The first example shows the necessary steps for correcting the stock. However, the stock remains in the same warehouse as before. In the second example, the whole stock is transferred into another warehouse. The third example shows how to delete stock and demonstrates what needs to be considered when doing so. The data format Stock is used for all of the above mentioned examples and the following parameters must be included:

Table 1. Storage and rounding settings
Parameter Import settings Explanation

VariationID

Import

Contains the plenty ID of a variation and thus is obligatory for the mapping of the stock.

Stock

Import

Contains the stock figure and the import procedure setting Import ensures that the previous stock figure will be overwritten when importing the file. Therefore, the parameter is obligatory.

WarehouseID

Import

Contains the warehouse ID and is obligatory, so the stock can be assigned to a warehouse.

LocationID

Import

Contains the storage location ID and is obligatory, so the the stock can be assigned to a storage location.

VariationString

Import

Contains the full name of a variation. The parameter is optional, but often helps recognising the variation.

Correcting stock:

  1. Export the data format Stock.

  2. Enter the current stock into the column Stock.

  3. Save the file.

  4. Upload the file in plentymarkets.

Transferring the entire stock into a new warehouse

In the described procedure, for a short period of time there is more stock booked in the system than there actually exists. You should especially pay attention to this when having a small stock in which the existing stock is already completely reserved and therefore there may currently be no listing active etc. Due to the additional stock, automated actions such as sending emails or starting listings could be triggered. Basically, the stock in the old warehouse can also be set to zero first, but in that case, listings or other offers that are connected with the stock automatism, may be closed.

Transferring stock into a new warehouse:

  1. Export the data format Stock.

  2. Save the file twice.

  3. Open one file.

  4. Enter the ID of the new warehouse into the column WarehouseID.

  5. Enter the ID of the new storage location into the column LocationID

  6. Save the file.

  7. Upload the file in plentymarkets.

  8. Carry out exemplary tests on two or three items in the stock movements and check, whether stock was booked for the new warehouse

  9. Open the second, still un unprocessed file.

  10. In the Stock column, enter 0 for all stocks.

  11. Upload the file in plentymarkets.

  12. Carry out exemplary tests on two or three items in the stock movements and check, whether the stock for the old warehouse was set to zero.

Deleting stock

When deleting stock you should ensure legally compliant working. Currently, it is possible to delete stock. As this leads to the loss of stock movements, this is not GoBD compliant (German regulation), which is why we advise against doing so. Instead, we recommend using the following procedure.

Deleting stock:

  1. Export the stock via dynamic export.

  2. Adapt the CSV file by setting the stocks to zero.

  3. Reimport them afterwards.

By doing so, the stock movements aren’t lost and legally compliant working is guaranteed. Deleting a warehouse also leads to the deletion of stock movements, which can’t be recreated. Thus, this isn’t GoDB compliant either.

3. Where can I find my warehouse IDs and storage location IDs?

You will find the IDs in the menu Settings » Stock » Warehouse in the submenus Settings and Racks.

ID of the standard storage location

The ID of the standard storage location is 0. However, the standard storage location is only a kind of placeholder. It is sensible to create own storage locations in order to indicate the actual storage location.

4. Exporting and importing data

How the general procedure of importing and exporting data works is explained in the manual under exporting data and importing data. The other available data formats are listed here.

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