Leave spreadsheets without a big-bang cutover
Phased steps to move inventory and documents off spreadsheets using CSV import and posted receipts, published 2026-09-27.
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Best when supplier and customer lists live in separate files.
Pick partners on documents without rebuilding contact lists.
- Mark as customer, supplier, or both
- See impact before deactivating
- Use partners on inbound and outbound docs
- Import partners from CSV alongside manual entry
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Wholesale inventory operations checklist
Daily wholesale inventory checklist: master data, posted receipts and shipments, and month-end checks without spreadsheet merges.
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Stop reconciling spreadsheets.
Create a workspace, import or add master data, and post your first receipt or shipment to see totals align.