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Users can define a transaction class for the imported inventory transactions, but this information is not required. The default transaction class configured for the transaction type is used, if the transaction class value is not provided. The transaction properties 'Auto-Create New Lots', 'Negative Available Balances', 'Auto-Create New Lots - Inputs' and 'Negative Available Balances - Inputs' are defaulting from the transaction class, but these properties can also be defined when the transactions are being imported. The transaction class configurations can be reviewed in the Transaction Class list view (Inventory > Transaction Class). 

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• Item ID
• Production Batch
• Production Batch Site
• Batch Date (if the batch is not an outside purchase)

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Step 3. Saving the Template File

The file must be saved in a CSV format. By default, Excel creates the template in a TXT format and users must manually change the file format. This is very important, because the upload fails if the file type is not correct. To do this click ‘Save As’ in Excel and select 'CSV UTF-8 (Comma delimited)(*.csv)' as the file type before clicking Save. 

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