Inventory Management (CSV Imports)

When to Use

The Inventory Import feature is essential during the initial system setup or whenever you need to perform bulk product uploads or updates. It is particularly useful for:

• Uploading products for the first time

• Updating stock levels or SKU information in bulk

• Migrating data from another warehouse management system

Steps to Import Inventory

1. Manual Entry (Optional)
   If you prefer to enter products one at a time, navigate to:
   Inventory → Create Inventory
   Here, you can manually input the details for each product

2. Bulk Upload via CSV
   For larger inventories or updates, you can use this Template File to populate the fields.
   

   Color-Coded Inventory (1).xlsx

   11.6 KB• Spreadsheet

   
   Just make sure to remove the notes, colour coding and save as a CSV before uploading or follow the steps below:
   

   a. Navigate to: Imports / Exports → Inventory

   
   

   
   Click to maximise the image

   b. Begin the Import Process:

   • Select Inventory Import

   • Choose your Import Type from the dropdown (e.g., General Inventory, Stock Levels, etc.)

   • Select and upload your CSV file

   • Click Upload and Process File

3. Map Your Data
   Once uploaded, you will be redirected to the Inventory Import - Mapping screen

   • On the left-hand side, Helm’s required fields will be displayed (e.g., SKU, Name, Barcode)

   • Use the dropdowns to match these fields with your CSV columns

   • Ensure all necessary fields are correctly aligned

4. Finalise the Import

   • Once mapping is complete, click Submit Mapped Data

   • Helm will validate and process the entries, making them available within your product catalogue

Example Scenarios

• Migrating from Another WMS:
  Seamlessly transfer product data when switching from your previous system

• Bulk Barcode or Price Updates:
  Make mass updates to product identifiers or pricing without editing items individually