If you're using OTO PACK Advanced with the Bin Tracking feature, you're in the right place. This guide will walk you through importing your bin inventory seamlessly. Not using bin tracking? No problem! Check out the Import Inventory article for your needs.
Why Bin Inventory Import Matters
Bin Inventory Import is not just a one-time setup for onboarding—it’s a powerful tool for maintaining alignment between your inventory and bin inventory. Whether you're onboarding or fixing discrepancies, this feature helps ensure your warehouse data is always in sync.
When you import bin inventory:
It automatically aligns Quantity on Hand with the sum of bin inventory.
If alignment issues occur, actions like Equal On Hand Inventory to Bin Inventory and Update Quantity Available are available to fix discrepancies.
Required Fields in the Template
Before we dive into the steps, here’s what you’ll need in your import file. All fields are required to complete the process:
SKU: The product identifier to be assigned to the bin.
Quantity: The exact quantity of the SKU in the bin.
BinName: The unique identifier for the bin where the product is stored.
Ensure your file is organized with these columns before proceeding. If you're unsure, you can download the template directly during the process.
How to Import Bin Inventory
Follow these simple steps to import your bin inventory:
Step 1: Navigate to the Bin Inventory Import
You can start the process in two ways:
From the Inventory Page: Click Upload Data at the top-right corner.
From the Data Center: Navigate to Settings > Data Center and select the Bin Inventory Import option.
Step 2: Download the Template
On the Bin Inventory Import form, click Download Template to access the correctly formatted Excel file.
The template includes the required fields (SKU, Quantity, BinName). Use this file to organize your data.
Step 3: Prepare Your File
Fill in the SKU, Quantity, and BinName for each item in your warehouse.
Save the file in .xlsx or .xls format. Make sure the file size doesn’t exceed 1 MB.
Step 4: Upload Your File
Return to the Bin Inventory Import form and click Browse or drag your prepared file into the upload area.
Add an optional Description to document the purpose of the import (e.g., "Bin Inventory Adjustment for Sultan Distribution Center").
Click Upload File to start the import process.
Step 5: Verify the Import
After uploading, the system will process your data. You can check the status in the Data Center.
If there are errors, download the result file to review and correct any issues before re-uploading.
Maintaining Alignment
Once the bin inventory is successfully imported, the system automatically aligns the Quantity on Hand with the sum of bin inventory.
However, if discrepancies arise:
Equal On Hand Inventory to Bin Inventory: Use this action to match the Quantity on Hand with the bin totals.
Update Quantity Available: Recalculate the Quantity Available after alignment.
Both actions are available on the Inventory Page under the Tools menu.
Best Practices for Bin Inventory Import
Use this process for bulk adjustments or onboarding.
For minor adjustments, you can update bin inventory manually or use other methods.
Regularly review bin inventory to ensure alignment with your overall inventory.
By following this guide, you'll maintain an accurate and efficient bin tracking system, empowering your warehouse operations to run smoothly. If you have questions, reach out to your OTO representative or check out our additional resources.