Show TOC

Procedure documentationUploading Inventory Information to the Corporate Office

Procedure

Knowing the inventory levels of the stores in your chain allows your corporate or head office to make better buying decisions for your overall organization. You can send your head office a snapshot of the inventory levels in your store at a specified time using the Inventory Upload feature. This feature works by allowing you to define a triggering date on which an inventory upload file is created. This file is activated at the end of the defined day at store closing. Information in the upload file provides your head office with an up-to-the-minute overview of the inventory levels in your store.

To be fully configured, this feature requires the following additional configurations outside the Store Manager application:

  • Configure the Upload Trigger file — See the Download File Formats section of the Technical Reference

  • Configure a generic inventory file — See the TLog Data Capture File Formats section of the Technical Reference

  • Ensure that the Period Type option in the Configurator is set to Daily Start of the navigation path (Transactions Next navigation step Inventory Next navigation step General Parameters Next navigation step General tab) End of the navigation path. Any other setting will not support the upload feature.

Upon configuration, the inventory upload feature is launched in Store Manager.

Note Note

It is not recommended that you run this function while the store is open as it may use considerable processing resources to produce the upload file.

End of the note.

To launch an upload of inventory information to the head office:

  1. On the Main Menu, click Administration.

  2. Click Export File.

  3. Click Upload.

  4. Enter the information required to launch the upload process:

    • From Date — Enter the first date for the inventory report

    • To Date — Enter the last date for the inventory report

    • Identifier — Enter an identifier for the inventory report. The length of the identifier field must not exceed 4 characters. This value and the store number produce a sequence number to identify the inventory report.

    • File Location — The drive and directory path of output file. This information is optional. If not specified, the default directory is the Xpress Server upload directory.

  5. Click Upload. The process begins. A window showing the process elapsed time is displayed.