<aside> 💡 Users can import Transactions directly into MoveHQ Warehouse. HQ Warehouse treats these Transactions as if they came from the mobile app; meaning they will be queued and checked for validity before they are processed.

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Importing Component Transactions 📖

Transaction Imports

  1. Click the Transactions tab on the global pane to open the Transactions page

    image (14).png

  2. Click the Import button at the top left to open the Import pop up

    image (15).png

Download Template

<aside> 💡 On the Import pop up, click Download Template towards the top to download a copy locally

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Enter Transaction Data into the Template

  1. Open the Transaction Import Template file in a spreadsheet editor like Excel or Google Sheets

    image (17).png

<aside> 💡 Row 1A through 1CU map to the existing fields in HQ Warehouse; they cannot be edited. Headers highlighted yellow are required fields

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<aside> 💡 NOTE: The best practice is to copy and paste values like Parent, Company, Warehouse Code or Customer into the sheet as they must match verbatim

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<aside> 💡 For Component Transactions, map the Component Number to the Inventory Number field and map the Parent Inventory number to the To and From Location fields

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<aside> 💡 The Custom Check columns must contain a value of ‘True’ or ‘False’; they will not process if left blank

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<aside> ✅ When finished, save the spreadsheet as an .xlsx file

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Import Spreadsheet

<aside> 💡 On the Import popup ****in HQ Warehouse and click the Browse Local Files button (three dots) and locate the .xlxs file

image (18).png

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Map Fields