Opening Stock Import Template
Workbook layout to import opening on-hand quantities by location — bars, warehouses, merch stores, and mobile points — aligned to your catalog SKUs.
“Opening stock is the baseline everything else measures against — import it once, correctly, by location.”
What you'll learn
- Import opening on-hand balances by location before trading
- Catch missing SKUs, locations, and duplicate SKU/location pairs before system import
- Align opening stock with catalog and setup checklists finance can audit
Preview
Submit the form to unlock the full PDF with tabs, milestone rows, and channel fields.
What's included
- Instructions for first import workflow
- Opening Stock Import grid with batch ID, location, SKU, quantities, and calculated value
- Locations, Categories, and Suppliers reference tabs
- Validation Checks: missing fields, duplicates, expiry warnings, total value, readiness
- Import Sign-Off for stock control, location managers, and finance
Get the template
Unlock the opening stock import template
A short form unlocks the XLSX: opening stock import grid, locations, categories, suppliers, validation checks, and import sign-off. Optional tips from EventSuite; unsubscribe anytime.
How to use this template
The Opening Stock Import Template is an XLSX workbook for your first on-hand import — bars, warehouses, merch stands, kitchens, and vendor handoff points. Use it after your catalog exists and before POS trading, so counts, replenishment, and variance reporting start from a defensible baseline.
Who this template is for
- Stock controllers importing opening balances before doors open
- Bar and retail managers loading location-specific on-hand
- Festival ops teams handing off vendor or mobile point stock
- Finance reviewers validating total opening stock value
How to use it before your first import
Complete Locations, Categories, and Suppliers tabs. Enter rows on Opening Stock Import with batch ID, location code, SKU, opening quantity, and unit cost — opening stock value calculates automatically. Review Validation Checks until readiness shows READY, then complete Import Sign-Off before posting to EventSuite Inventory or your WMS.
How it connects to setup, catalog, and counts
Run the Inventory Setup Checklist first, define SKUs in the Stock Item Catalog Template, then import opening quantities here. After trading begins, use the Stock Count Template for cycle and event counts — opening stock is the anchor those variances reference.
How EventSuite helps
EventSuite Inventory connects catalog, locations, receiving, opening balances, POS depletion, counts, and reporting on one record. Download the template to align your import batch offline, then explore inventory software or book a demo to model locations and opening stock in the platform.
FAQ
- When should we run an opening stock import?
- After catalog and locations are defined and before on-site selling — typically after setup checklist sign-off and POS product mapping, immediately before or at load-in.
- What if the same SKU exists in two locations?
- That is valid — each row is SKU plus location. Validation Checks flag duplicate SKU/location pairs on the same row keys, not the same SKU in different bars.
- How does this differ from the stock count template?
- Opening import sets the starting on-hand baseline. Stock counts compare expected vs counted after you are trading. Use both — import first, count later.
- Does EventSuite import this XLSX directly?
- Teams use this template to align data before import. EventSuite Inventory supports catalog, locations, movements, and opening balances in-product — book a demo to map your import path.
Related EventSuite modules
Product areas that pair with this resource in live deployments.
Inventory
Manage sellable products, stock locations, receiving, counts, transfers, adjustments, replenishment, purchase orders, suppliers and POS-linked stock movements.
Learn more →POS
In-person sales, menus, and reconciliation tied to event commerce.
Learn more →Payments
Cashless, card, and settlement workflows for on-site and online commerce.
Learn more →Event Commerce
Merch, add-ons, and vendor commerce alongside the core attendee journey.
Learn more →Reporting & Analytics
Revenue, attendance, and operational signals for stakeholders.
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