You can update products in the Ordoro UI in many ways. However, there are some actions, like updating your inventory, that are better managed in a spreadsheet.
To help you with this process, you can export your inventory data into a spreadsheet with your current inventory levels. This can help you with your new inventory count, and make it simple to re-import the data to Ordoro.
There are two ways to update your inventory in bulk:
- Update the Physical On Hand inventory
- This will replace the current inventory number with the uploaded data.
- Change inventory with an On Hand Adjustment
- This will incrementally change the inventory based on the uploaded data.
NOTE: You cannot import a new Physical On Hand number and an On Hand Adjustment at the same time for the same product in the same warehouse. This will give you an error. You will need to do these in separate imports.
Update Physical On Hand inventory
1. Go to the Products section and export your items.
- See this link on how to export your current Ordoro products into a CSV file.
2. Go to Your Company Name -> Data Import.
3. Select Update Inventory from the dropdown menu and download an example file.
4. Using the example file for reference, copy and paste the required field information (SKU and Warehouse) and the new Physical On Hand number into the sample CSV file.
- IMPORTANT: It’s crucial to remove entire columns from the file if you’re not updating certain columns. Leaving them blank will result in overwriting with a null or zero value.
5. Upload the saved CSV file to Data Import. The fields will map automatically, but always double-check before running the import.
- Note: Make sure you have Update Inventory selected in the drop-down list before you upload the file.
On Hand Adjustment
1. Go to the Products section and export your items.
- See this link on how to export your current Ordoro products into a CSV file.
2. Go to Your Company Name -> Data Import.
3. Select Update Inventory from the dropdown menu and download an example file.
4. Using the example file for reference, copy and paste the required field information (SKU and Warehouse) and the new On Hand Adjustment number into the example CSV file.
- To increase the current total by 10, your CSV file should look like this:
- To decrease the current total by 10, your CSV file should look like this:
- Enter zero in the On Hand Adjustment field if you don’t want a product’s inventory to change.
4. Upload the saved CSV file to Data Import. The fields will map automatically, but always double-check before running the import.
- Note: Make sure you have Update Inventory selected in the drop-down list before you upload the file.
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