Exporting Products & Inventory Levels

Products can be exported from various locations.

Exporting products is useful for updating them in bulk. Once changes have been made, the spreadsheet can be re-imported, as shown in our documentation.

Product list

Go to  Products > List products / services .

This is the best place to get a full list of all products, whether they are in stock or not. For this reason this report is used for doing stock takes.

To export details of default warehouse locations, filter the list by warehouse.

To export prices, select the relevant price lists in the filters.

Price list

Each price list can be exported and will provide a list of each product with a price on that list.

Exporting a price list is most useful for when updating your product prices in bulk, rather than updating them one at a time. You can read more about how to do this in our documentation.

You can export your price lists via Settings > Products/Inventory > Price lists ; and select the Export to CSV or XLS option next to the relevant price list.

Inventory detail report

Go to Products > Inventory detail report .

You can export this report to Excel or PDF, just in case you want to use this information to audit your incoming stock. You can find out more about what this report is used for within our documentation.

Note  - if you see 1-many in the top right of this report, then you have too many results to display on one page.

many exports

 

 

If you click this hyperlink, you will see the figure change to show you have many results you have; and thus, how many results can be exported.

many exports 2

Low inventory report

Go to Products > Low inventory report .

This report can be exported, and will contain details on all products, which are low on inventory based on the minimum stock levels (or re-order thresholds) defined against each product. You can find out more about this report here.

Exporting this report will be useful for auditing the items that are low in stock and deciding whether you should buy more stock from your vendor.

Sales analysis by product report

Go to Reports > Sales > Sales by Product .

This report helps you to identify your best selling items across all of your sales channels. You can export this report to keep an audit of your best selling items over time, helping you to make successful buying decisions.

Related how-to guides - Exporting Products & Inventory Levels

How to export products & inventory levels

Follow these steps to export a list of products and their current inventory levels, including those with no inventory currently in stock:

  1. Go to  Products > List product/services . This is the only report in Brightpearl that will also show products with a zero inventory level.
  2. Apply any required filters, such as  Warehouse . If you are using warehouse locations the warehouse filter will trigger the default warehouse location, reorder qty and reorder level to be displayed for each product. Unless using multiple concurrent locations, the location is where the inventory is recorded in Brightpearl.
    products with location
  3. Click the Export button in the top-right. By default only the products displayed on the screen will be exported, so and click "All xxx remaining rows" or enter the number of rows.
    export all rows
  4. Select the output type of Excel 95-2000 (xls). This will allow you to use the file for importing inventory levels or updating products using a data map.
  5. Download, open and save the file.
    download file

Preparing the file for updating inventory levels:

The product export provides many columns of data, but only some of those are required for importing inventory levels (update inventory by csv).

Remove all columns except the following:

  1. Product.ID
  2. SKU
  3. In stock
  4. Location
  5. Cost price

You will also need to save the file as a csv type file for importing inventory levels. Get help with this.

Learn more about updating inventory by csv

Preparing the file for updating product records:

The product import allows you to update product records in bulk. You will need to include a column for matching products when they are imported - either the product ID or the SKU.

The product import uses a data map to indicate which columns are included in the file.

Learn more about updating products using an import

 
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