Stock Count

Export current stock as .xlsx or .csv, fill in counted quantities offline, then re-import to pre-fill the count form. Review variances and submit manually.

Pro

Supported Formats

BasilBook Template (.xlsx / .csv)

Export from Stock Count page → fill countedQty column → re-import.

.xlsx .csv

Column Reference

ColumnRequiredDescription

itemNameItem name (matched case-insensitive)

productCode—Product code (matched first if provided)

countedQtyPhysically counted quantity. Leave blank to skip an item.

unit—Unit of measure (for reference only, not used for matching)

currentStock—Theoretical stock at export time (for reference only, not used for import)

How It Works

Does NOT auto-create adjustments — only pre-fills the count form for review
Items matched by productCode first, then by name (case-insensitive)
Workflow: Export .xlsx/.csv → print or fill on tablet → re-import → review receipt → submit
Journal entries for adjustments are generated on submit — see /auto-journal
Export and import are Pro features; manual counting is always free

API Endpoint

POST/api/stock-count/import

Other Imports

Sales Transactions Purchases Waste Records Expenses Inventory Items Sale Items / Products Vendors / Suppliers Staff Members Categories