This article will go through the process of using a third party app called Stocktake App Plus.


Disclaimer: 

Our company does not take responsibility for the accuracy or future compatibility of the third-party application. We recommend that you contact the application developer for any issues related to compatibility or accuracy.


In Orion export the stocktake as per the normal procedures: [Orion] Stock Take process


This process assumes a basic proficiency in:



Pre-requisite


!!!  A barcode in Orion is essential  !!!

It is suggested that labels are printed on the shelves for easy scanning


If there are no barcodes then copy the part number into the barcode field and print a label for the parts.


Have a Stock export with Keycode and barcode ready

When doing this please ensure the barcode is at the first column - column A



TABLE OF CONTENTS






Export the stocktake from Orion


See this article on how to process the Export from Orion


Import the stocktake into Excel


  • Open Microsoft Excel.
  • Click on the Data tab.
  • In the Get & Transform Data group, click on the From Text/CSV button.
  • In the Import Data dialog box, locate and double-click the text file that you want to import.
  • Click on Transform Data
  • Column 3 must be text - select this column
    • In the Transform Tab (1), change the data type (2) to Text (3)
    • Select Replace current
  • Go back to the Home tab and select Close and Load
  • That’s it! You have successfully imported a text file into Excel. If you have any issues with compatibility or accuracy of the data, please contact the application developer for assistance.



Edit the Excel Sheet


  • Convert the table to a range
    • in the Table Designs tab
  • Cut column B and insert it before Column E
  • Insert a column before column C
  • In column C use the following formula:
    • =D2&" - "&E2&" - "&F2&" - "&G2&" - "&H2
  • Copy Column C and paste it in Column C as Values
  • Delete columns D to H
  • Convert the table to a range
    • in the Table Designs tab
  • Delete Row 1
  • Save As Text (tab delimited) (*.txt)
  • Copy this file to a location in a Google Drive



In the Stocktape App Plus

  • Import Lookup
  • Start the Stocktake
  • Share Counts
    • Google Drive



Export the file from Stocktake App for Orion and SAM

You will need to export the file from the App and save it to the local PC.



Import the file into Orion

Copy the file into the Citrix environment


Follow the Stocktake procedure to import the file





File formats


Exporting from Orion

Stocktake App Plus requires the data to be in the following format:


 

Product IDSupplier SKUDescription


Any further information is added to the description with a hyphen


The export from Orion is in this Format:

 

KeycodeOn HandBarcodeDescriptionBinLast CostRetail



Importing into Orion

Stoctake App Plus will export the file in the following format:

 

BarcodeDescriptionLocationEntered QTYDateTime


Orion expects the data in the following format:


Barcode,Keycode,Count







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