Importing Starting Inventory

We will need a detailed list of your current inventory as of midnight on the go live date.

This list should be completed after you have completed customer invoicing in your old system. On the go live date and after, all customer invoicing needs to be completed in the WhirlWind Software. This will allow inventory to stay accurate.

After we import this list then we will want to make sure the Inventory reports in WhirlWind match the Inventory values from your old system. This guarantees accuracy in the transfer from old system to WhirlWind Software

For an Import these are the required fields:

Model Number
Cost
Received Date
Location
if Non-Serialized then Quantity by Location

Optional Fields:

Serial Number (required if the item is serialized not required if non-serialized)
Description
Vendor ID
Brand ID
Category
Color
Purchase Order Number
Vendor Invoice Number
Allocated Customer Order Number