Importing Large Stock Counts into SAP via Excel

Step 1: Create the Excel File

1. Open Excel.

2. Prepare the following columns (headers not required):

   • ItemCode (e.g., EVOQW2T499251)

   • Warehouse (e.g., PINTRACS)

   • Counted Quantity (e.g., 100)

   Example:

   EVOQW2T499251     PINTRACS     100
   GF747503014     PINTRACS     20
   

3. Do not include column headers.

4. Format the data properly (no blank rows/columns, avoid formatting like currency or date).

    

Step 2: Save Excel File as .txt

1. Click File > Save As.

2. Choose location.

3. Under Save as type, select:

   • Text (Tab delimited) (*.txt)

4. Save the file (e.g., RACount-2025-10-21.txt).

Step 3: Import into SAP B1

1. Open SAP Business One.

2. Navigate to:
   Inventory > Inventory Transactions > Inventory Counting > Inventory Counting Transactions

3. Click Add Items button on the bottom of the screen > Import Items

4. In the popup:

   • It should look similar to the below

     

   • Choose your .txt file by selecting the 3 dots beside File to Import

5. Click OK. SAP will load the count data into a new Inventory Counting document.