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Stock Adjustment Import Screen

The Import Stock Adjustments screen is used to upload stock movement files for the active clinic.

Stock adjustment import screen

Quick guide:

  • 1 provides shortcut actions for exporting batches, downloading the reference file, or returning to adjustments.
  • 2 is the upload area where staff choose the import file for preview.
  • 3 starts the preview step before real stock movements are created.
  • 4 explains the template rules and supported import formats.
  • 5 shows recent import history for auditing and troubleshooting.

What users can do here​

  • upload a CSV, XLSX, or XLS file
  • preview stock movements before committing
  • download a reference template
  • export current batches
  • review recent import history

Main actions​

The page can show:

  • Export Batches
  • Reference XLSX
  • Back to Adjustments
  • Preview Stock Import
  • Confirm Stock Import

Preview workflow​

After uploading a file, the page can show:

  • processed row count
  • created adjustment count
  • failed count
  • skipped count
  • validation errors
  • preview rows by line, type, reason, SKU, product, batch, and quantity

If the preview is valid, staff can confirm the import and create real stock adjustment documents.

Template and rules section​

The page explains that:

  • supported formats are CSV, XLSX, and XLS
  • rows can create stock-in or stock-out adjustments
  • adjustment_in requires a batch number
  • products must belong to the active clinic and be stock items
  • batch IDs are optional, but must match the selected product when provided