Exporting Inventory Stock Levels

How to Export

1. Open the Data Exchange Center from the Business menu
2. Click Export on the Inventory Stock Levels card
3. Select the Location you want to export stock levels for
4. The wizard displays the number of stock records available (e.g., "Ready to export 842 Inventory Stock Levels records")
5. Click Export to CSV
6. Choose a save location and filename, then click Save

What Gets Exported

The exported CSV file contains one row per inventory item at the selected location. Only items that have a stock record at that location are included. The file contains the following columns:

Location Filtering

Stock quantities in AccuArk are tracked per location. The export is filtered by the location you select in Step 3. The quantity column reflects the on-hand stock at that specific location only.

If you need stock levels for all of your locations, run a separate export for each location. Each export file will contain the quantities for that one location.

Using the Export as a Physical Inventory Worksheet

One of the most common uses for the stock levels export is to prepare for a physical inventory count:

1. Export the current stock levels for the location you plan to count
2. Open the CSV in Excel or another spreadsheet application
3. Print the spreadsheet to use as a counting worksheet
4. Walk through the location and write the actual on-hand quantities next to each item
5. Update the quantity column in the spreadsheet with the actual counts
6. Save the file as CSV
7. Import the updated file using the Inventory Stock Levels import to set the corrected quantities

This workflow ensures that your system quantities match the physical reality on your shelves.

Using the Export for Stock Corrections

If you need to adjust quantities for a group of items, the export-edit-import cycle is the most efficient approach:

1. Export the stock levels
2. Open the file in a spreadsheet and make your corrections
3. Save and re-import

This is faster than opening each item individually in AccuArk and adjusting the stock one at a time.

Using the Export as a Template

If the selected location has no stock records yet, the export produces a CSV file with only the column headers (item_sku, item_name, quantity). You can use this as a blank template. Fill in the SKUs and quantities for each item, then import the file to establish the starting stock levels at that location.

Common Uses

• Physical inventory preparation — Print the export as a counting worksheet and use it to record actual on-hand quantities during a physical count.
• Stock reconciliation — Compare the exported quantities to counts from another system or a manual count to identify discrepancies.
• Bulk stock correction — Export, correct quantities in a spreadsheet, and re-import to fix stock levels for many items at once.
• Snapshot for records — Save a periodic export as a snapshot of your inventory levels at a given point in time for auditing or accounting purposes.
• Multi-location comparison — Export stock levels from two or more locations and compare them side by side to identify stock imbalances or transfer opportunities.

Tips

• Re-import compatibility — The exported file uses the same format accepted by the stock levels import. You can export, edit, and re-import without any reformatting.
• SKU is the match key — When re-importing, AccuArk matches rows by item SKU. Do not modify the SKU column in your spreadsheet unless you intend to match a different item.
• Zero-quantity items — Items with a stock quantity of zero at the selected location are included in the export. This is useful for verifying that your system correctly reflects items that have been sold out or fully consumed.
• One location per file — Each export covers a single location. If you need a combined view, export each location separately and merge the files in your spreadsheet application.