Exporting your inventory list may be a helpful thing to do if you’d like to update your inventory via import, or if you just want to assess it in excel.
To do this, first make sure you’re logged in with a user who has permissions to export your inventory. You may not want all of your employees to be able to do this. Select the user group you’d like to give this permission to in Settings-> User Groups, and make sure the checkbox for ‘Export product list and Inventory’ is selected.
Once selected, when you go to your Inventory Module and select the ‘More’ option, you will be able to select ‘Export’
In the new screen, you can select what you’d like to export. You have the option of narrowing down products by Brand, Product Group, Category, Supplier, Priority group, Product status, Location, and whether or not they’re in stock. This will create an excel document of your inventory information for the selected products.
** please note, this process only works in accounts with the 2013 update. You can see your ERPLY version in the lower right corner of manager when you are logged in.
The provided file will have the column headers of:
Net Sales Price
Sale Price With Tax
Product Cost (as inputted, NOT warehouse value!)
Weight in lbs
Country of Origin
Usual Delivery Time
Location in Warehouse
Show in Webshop
Volume (fl oz.)
Item is orderable only in multiples of