Importing Opening Stock Balances via CSV

Count each warehouse and bin, then have Finance approve opening quantities and costs before importing.

1. 1
   Open CSV Import, choose Opening stock, and download the template.
2. 2
   Enter the product's SKU, the warehouse, and the quantity counted. Add a bin and reserved quantity where the template calls for them.
3. 3
   Keep the template headers unchanged. Select Validate and resolve unknown SKUs, wrong bins, or existing-stock warnings.
4. 4
   Select Import only after the preview matches the signed count. Keep the import result with your migration records.
5. 5
   Open the stock view for each sampled warehouse and bin. Compare the recorded quantity and product with the count sheet for that physical location.
6. 6
   Compare total accepted quantity and value with the approved opening count. Ask Finance to review any value difference before staff start shipping from the new stock.

If a count differs, trace the source row rather than importing a second balancing row.

This replaces an existing stock level when you choose Create or update; it does not add a new receipt. Finance should check the resulting valuation separately.

WARNING: This import cannot create opening stock for products tracked by lot, serial, or both. Use the supported opening-stock or purchase-receiving flow with the actual identities. Reconcile the physical count and value first.