If you track batch or serial numbers for products and have this information available outside of StockUnify (such as on a spreadsheet or another system), you can use our import template to bulk import your batch/serial numbers into StockUnify.

1. Download the Template

  • Go to the [Inventory] → [Manage Products] menu.
  • Click the  [More Action] button → Click the [Import batch/serial numbers by bulk] button, it will navigate you to the Import Batch/Serial Numbers screen.

import serial/batch numbers

 

From the Import Batch/Serial Numbers screen, click the [Download Import Template] button to download a template listing products with enabled batch/serialized tracking where the stock quantity differs from the batch/serial numbers. Use this template to import batch/serial numbers for these products.

import serial/batch numbers

2. Adding Batch/Serial Number Data to the Template

After downloading the template, you will see the required quantity for each product. Fill in the following fields:

  • Batch/Serial Number* (Required): The batch number or serial number of this product.
  • Batch/Serial Qty* (Required): The quantity of the batch/serial number.
    • For serialized products, the quantity should be 1. Entering another number will cause an error.
    • For batch-tracked products, the quantity must be greater than 0 and can support up to two decimal places (e.g., 10.25).
    • If you have multiple batches for a product, add a new row for each batch. The total quantity should be less than or equal to the required quantity.
  • Expire Date (Not Required): The expiration date of each batch, only dd/mm/yyyy format is accepted.

import serial/batch numbers

3. Upload the CSV file

  • Add the CSV file to the upload field.
  • Click [Start to Import Data] to create an import task.
  • Once the new task is created successfully, you can check the import status from the tasks table.
  • Click the [Refresh Task Status] button to check the task status.

import serial/batch numbers

If the task fails, you will see an error message indicating the cause of the error.

If you see a "SUCCESS" status, it means all the data has been imported successfully. You can check the batch/serial numbers from the product preview page.

import serial/batch numbers

Tips for Preparing the CSV File

  • StockUnify matches products by the product code. You cannot create new products or materials with this template; you can only add batches for existing products that are batch-tracked/serialized and whose batch/serial numbers are not equal to the stock on hand.
  • Rows with no batch/serial number and quantity entered will be skipped. Empty rows will also be skipped.
  • If the location name cannot be found in the system, an error will occur.
  • If the product is batch-tracked/serialized but has no stock on hand, you cannot use this template to update the stock level.
  • Only dd/mm/yyyy format is accepted for the expire date field. For example, 01/05/2025 is valid, but 01/05/25 will cause an error.