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