Import Transaction Lines

Transaction line import is used when a Receipt, Issue, Move, or Adjustment has many item lines.

Menu Location and Access

Open a Receipt, Issue, Move, or Adjustment create or update page, then select Import Data in the item detail area. The user must have access to the transaction type and import action.

When to Use It

Use transaction import when:

Situation	Why Import Helps
Many item lines	Faster than adding one line at a time.
Data comes from another system	Spreadsheet can be prepared externally.
Stock opname result is large	Adjustment lines can be uploaded in bulk.

Import Steps

1. Create or open the transaction header.
2. Select warehouse and required header fields.
3. Select Import Data in the item detail section.
4. Upload the transaction line spreadsheet.
5. Process the import.
6. Review all imported lines before completing the document.

Sample Files

Transaction Use	Sample File	Notes
Receipt, Issue, or Move lines	transaction-lines-import-sample.xlsx	Uses Item Code, Quantity, and Description.
Adjustment / stock opname lines	transaction-adjustment-import-sample.xlsx	Uses Item Code, Quantity Count, and Description.

Important: Import files only add lines to the transaction form. They do not replace header review or completion checks.

Import files only add lines to the transaction form. Review the imported lines before completing the transaction.

Important Columns

Column	Meaning
Item Code	Item to add to the transaction.
Quantity	Movement quantity.
Quantity Count	Physical count quantity for adjustment import.
Description	Line note when supported.

Common Problems

Problem	Fix
Item line does not appear	Confirm item code exists and item is active.
Quantity is wrong	Check UOM and conversion.
Price is ignored	The role may not have the Update switch enabled on the Price row in Roles & Permissions, or company pricing is off.
Transaction cannot complete	Review required fields and imported lines.