You can import an opening stock balance from an Excel Spreadsheet.
Note: You will need the User Role Import Opening Balances.
- Fill in the Opening Balances Excel spreadsheet. Make sure the sheet is called OpeningBalances.
- From within the OPS Rental system select the Stock Management dataset search screen select the Function Import Opening Balance.
- Select the Excel file you have created in Step 1.
- A success message will be displayed. Click OK. When the new record opens, check the values are all as expected. Then select the Function Complete.
- Your Stock balances are now updated.