This article will go through the process of using a third party app called Stocktake App for Orion and SAM.

Disclaimer: 

Our company does not take responsibility for the accuracy or future compatibility of the third-party application. We recommend that you contact the application developer for any issues related to compatibility or accuracy.

In Orion export the stocktake as per the normal procedures: [Orion] Stock Take process

This process assumes a basic proficiency in:

• Excel
• Google Drive
• Moving files to and from Citrix

Pre-requisite

!!!  A barcode in Orion is essential  !!!

It is suggested that labels are printed on the shelves for easy scanning

If there are no barcodes then copy the part number into the barcode field and print a label for the parts.

Have a Stock export with Keycode and barcode ready

When doing this please ensure the barcode is at the first column - column A

Some knowledge of Excel and how to transfer files to and from Google Drive

TABLE OF CONTENTS

• Pre-requisite
• Export the stocktake from Orion
• Import the stocktake into Excel
• Edit the Excel Sheet
• In the Stocktape App Plus
• Export the file from Stocktake App for Orion and SAM
• Import the file into Orion
• File formats
  • Exporting from Orion
  • Importing into Orion

Export the stocktake from Orion

Make sure there is a txt file called Export on your local PC in C:\Stocktake\

Explore to the Export file created above

Leave "Program to Run After Export" blank

Import the stocktake into Excel

• Open Microsoft Excel.
• Click on the Data tab.
• In the Get & Transform Data group, click on the From Text/CSV button.
• In the Import Data dialog box, locate and double-click the text file that you want to import.
• Click on Transform Data
• Column 3 must be text - select this column
  • In the Transform Tab (1), change the data type (2) to Text (3)
    
  • Select Replace current
• Go back to the Home tab and select Close and Load
• That’s it! You have successfully imported a text file into Excel. If you have any issues with compatibility or accuracy of the data, please contact the application developer for assistance.

Edit the Excel Sheet

• Cut column B and insert it before Column E
• Insert a column before column C
• In column C use the following formula:
  • =D2&" - "&E2&" - "&F2&" - "&G2&" - "&H2
• Convert the table to a range
  • in the Table Designs tab
    
• Copy Column C and paste it in Column C as Values
• Delete columns D to H
• Convert the table to a range
  • in the Table Designs tab
• Delete Row 1
• Save As Text (tab delimited) (*.txt)
• Copy this file to a location in a Google Drive

In the Stocktape App Plus

You will need to use a google drive to transfer the files

• Import Lookup
• Start the Stocktake
• Share Counts

Export the file from Stocktake App for Orion and SAM

You will need to export the file from the App and save it to the local PC to C:\Stocktake - it is suggested to call it Import.txt

Import the file into Orion

Explore to the Export file created above

Leave "Program to Run Before Import" blank

File formats

Exporting from Orion

Stocktake App Plus requires the data to be in the following format:

Any further information is added to the description with a hyphen

The export from Orion is in this Format:

Importing into Orion

Stoctake App Plus will export the file in the following format:

Orion expects the data in the following format:

Barcode,Keycode,Count

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