Step 1: Access the Inventory Update Tool

  1. Navigate to Tools:

    • In the left-hand menu, click Tools > Imports.

  2. Select "Inventory Quantities" under the Inventory Operations header

  3. To get the import template, click here:
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  4. Save the Excel document to your device. IMPORTANT: Verify that it includes the Location name of the warehouse location exactly as it appears in Luminous. This can be found under Manage -> Locations -> select the warehouse from the drop down menu and see what the location is called here:
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Step 2: Configure/Create the Import Document (Excel xlsx doc preferred)

  1. Select the Warehouse:
    • Choose the warehouse where you want to update inventory quantities.
    • Example: Warehouse Main.
  2. Choose the Update Type:
    • Add to quantities: Adjusts inventory by adding the specified quantities to the current totals.
    • Overwrite quantities: Replaces the current inventory quantities with the new values.
    • Recommendation: Use Overwrite Quantities for initial imports or inventory counts.

Step 3: Prepare Your Data

  1. Export Existing Quantities (Optional):
    • If inventory data is already in the system, click the Export button in the top-right corner to download a template of current inventory levels.
  2. Use a Custom File (Optional):
    • You can use an existing file with your inventory data.
    • Ensure it includes the required fields for mapping.

Step 4: Fill Out Required Fields

To successfully update inventory quantities, ensure your file contains the following fields:

  1. SKU: The unique identifier for the product.
  2. Quantity on Hand: The updated inventory quantity.
  3. Location: (Required if you track inventory by bins) Specify the location where the inventory will be stored.
  4. Lot Tracking (If applicable):
    • Include additional fields such as:
      • Lot Number
      • Production Date
      • Expiration Date

Step 5: Import the Data

  1. Choose a File:
    • Upload your file by clicking Choose File and selecting the inventory data file from your computer.
  2. Map the Columns:
    • Match the columns in your file to the required fields in Luminous.
    • Ensure all required fields, such as SKU, Quantity on Hand, and Location, are properly mapped.
  3. Start the Import:
    • Click Submit to begin the bulk update.

By following these steps, you can efficiently update inventory quantities in bulk, ensuring accurate tracking and management of your inventory in Luminous.