Main focus

Use this tool after stock taking when different team members count quantities separately and you need to merge their exported files into one final spreadsheet.

Applies to

  • Web

The Merge Tool is useful after a stock-taking workflow where different team members count quantities separately. Each person can export their counted file, then you can merge all exports at the end into one combined spreadsheet.

Access the Merge Tool here: Inventory Merge Tool

What Does the Merge Tool Do?

The Merge Tool combines product and stock entry information from separate exported files into one comprehensive file. It takes the product catalog and the counted stock entries from each export and creates a single, organized view of the inventory.

Important Tip: Before using the tool, make sure your input files are exported from the app by LONG pressing on the Export button. This will ensure that the file is exported in the default template

Understanding Your Input Files

Products Sheet

Your first sheet contains basic product information, including:

  • Essential details like SKU, Product Name, and Barcode
  • Category and Unit of Measure information
  • Quantity details (both book and counted)
  • Product variances
  • Custom information like Color, Brand, or Images (if you use them)
  • Location information (starting with Default Location)

Stock Entries Sheet

Your second sheet tracks specific stock entries with:

  • Basic identification (Row ID, SKU, Barcode)
  • Product details
  • Additional custom information specific to each entry

How the Merge Works

When you use the tool, it will:

  1. Take all your product information from the first sheet
  2. Find all related stock entries from the second sheet
  3. Combine the information into a single row per product
  4. Add any custom field information from stock entries as new columns at the end

If a product has multiple stock entries with different custom field values, the tool will combine them using a semicolon (;) as a separator.

What You’ll Get

The final output will be a single file that includes:

  • All your original product information
  • All location-specific details
  • Combined custom field information from your stock entries

This gives you a complete view of each product and its associated stock entries in one place.