Physical Inventory Import
This feature allows you to import part numbers into CR2 Physical Inventory batches using a file, making it easier to perform cycle counts with smaller batches of part numbers.
Where it applies?
The Physical Inventory batch must be:
Of Type: Parts only
In status: Either "Open" or "In Process"
How to Use?
Open the Physical Inventory batch where you want to import parts
Look for the new import button on the Physical Inventory batch screen
Figure 1.0: Import Parts
Click the import button to open the file selection dialog
Select your file containing the list of Part IDs
Figure 1.1: Text file containing part ID’s
Ensure your file is in text format with extensions like .txt, .csv etc.
System Behavior:
If batch is in "Open" status:
You'll receive a prompt “Do you want to delete the existing Physical Inventory record from this batch?“ with two options:
Select "Yes" to clear all existing parts in the batch and add only the parts from your file
Select "No" to keep existing parts and add the new parts from your file
If batch is in "In Process" status:
No prompt will appear
System will automatically add new parts while keeping existing ones
Duplicate parts will be ignored
Important:
Duplicate Handling:
If a part ID from your file already exists in the batch, it will not be added again
No notification will be shown for ignored duplicate parts
Error Handling:
If your file is not in the text format, you'll receive an error message
If any Part IDs in your file don't exist in the CR2 database, you'll see an error list on screen