When you need to update your inventory numbers for many products at the same time, you can use a CSV import file to make adjustments in bulk. This can be handy for when you migrate to our system or you are doing a monthly or annual reconciliation.

Create a new CSV file and sku, location, quantity, and note column headers. Make sure and save the file as an MS-DOS Comma Separated (.csv).

Once you have the headers, add the product data to each row.

sku - This is the product SKU for existing products which you can view in the product details or via Offset product export files. For example, the sku for 2021 Offset Syrah is 21OFFSY750.

location - (Optional) If you are using multiple inventory locations, you must specify the location where you are updating inventory. You can view your locations by going to the Settings > More > Inventory Locations page. If you only have one location, you can omit this column. Examples of locations are Winery, Fulfillment, or Storage.

quantity - Enter the number of bottles you want to add or subtract from inventory using. To add inventory use whole numbers, for example, 8. To Subtract inventory, use negative numbers, for example, -5.

note - Include any notes about the inventory adjustment. An example of a note could be Monthly Reconciliation, or Transfer to Fulfillment.

Example of a completed Import Inventory Update CSV

To import your file, go to the Products page. Next, select the Actions dropdown and choose Import Inventory Updates

Selection Import Inventory Updates from the Products > Actions dropdown

Next, select Choose File, attach your CSV, and select Upload

Selecting and uploading your Inventory Update CSV

You can confirm your update by selecting the product and viewing the updated inventory quantity in the product details, but this can be cumbersome if you want to see changes for several products at a time. We have reports to view your Current Inventory Levels as Inventory Transactions as an export.

Select the Reports & Data button at the top of any page and under Data, APIs, & Webhooks, select All Data Exports. On the Exports page, under Full Data Exports > Product Data, you can download the Current Inventory Levels export to see a list of all your current inventory totals.

An example of the Current Inventory Levels export

If you want to see a record of the transactions, on the Exports page, under Date Range Exports, you can set your Date or Date Range and select the Inventory Transactions export to see a list of all your transactions and notes.

Selecting the Inventory Transactions export

Example of the Inventory Transactions export