How to Import Opening Warehouse Stock (Beginning Balance)
This is the fastest way to load your current physical stock (all 6 items or 600) into the warehouse in one go.
- Go to Settings → Company Information →
- In warehouses, click Set beginning balance (carton icon)
- Select warehouse from dropdown list and click Confirm
For manually add:
- Click the add button on the top right
- Select item from Item code or Item name dropdown list.
- Add its Quantity and Cost per unit
- Click Import Opening Balance (top-right button)
- Click Download template → you’ll get a simple Excel with these columns: Item code | Item name (optional) | Quantity | Unit of measure | Cost per unit (USD)
- Fill the file (example below)
| Item code | Item name (optional) | Quantity | Unit of measure | Cost per unit (USD) |
|---|---|---|---|---|
| KIC-0023 | Women’s Sakura Kimono Cardigan | 850 | Piece | 6.80 |
| TEP-0024 | Thai Fisherman Elephant Pants | 1200 | Piece | 4.20 |
| VNL-0025 | Authentic Vietnamese Conical Hat (Non La) | 2400 | Piece | 1.10 |
| MAS-0026 | Men’s Linen Mandarin Collar Shirt | 680 | Piece | 8.90 |
| DRT-0027 | Silk Embroidered Dragon Souvenir Tote Bag | 1100 | Piece | 3.65 |
| HAB-0004 | Women’s Modern Hanfu Inspired Cropped Blouse | 520 | Piece | 7.40 |
- Save as .xlsx (one sheet only) → drag file or click to upload → Import preview
- System will auto-match by Item code
- Green/orange = recognised & valid
- Red = error (usually wrong/missing code – fix directly in preview)
- When everything is green/orange → Confirm import
Done. Your warehouse now shows real stock + correct landed cost for all items. Next step → run Stock Valuation report to see total warehouse value in USD.
(If you have more than 6 items, just keep adding rows – same file works for thousands.)
💡 If this doesn’t solve your issue or you have more questions, feel free to reach out through our [contact form]. We’ll get back to you within 2–3 business days.
