Delete stock item locations (warehouses)

Find this screen

Open: Import Records > Stock And Prices > Delete Stock Record Locations

How to

Create an import file to delete stock item locations

You can delete stock item locations using a CSV Comma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. file.

Create a file that contains a list of individual stock items and the warehouses to delete from each stock item.

Tip: Use Export Stock Record Locations to create the file, or create it manually. The stock item code, stock item name, and warehouse name are mandatory in the import file. See Export stock item locations (warehouses).

1. Download the import information and example file:

   • Stock Items Locations import format (XLS): Details of the information you need to include in the file.

   • Stock Items Locations example CSV file: Example import file in CSV format.

2. Create a file in the format of the CSV example file.

3. Read the information in the import format file (XLS), and make sure your information is correct and all mandatory fields are included.

4. Save your file.

Validate your file

Open: Import Records > Stock And Prices > Delete Stock Record Locations

You can choose to validate the import file, which checks that the records are in the correct format before you import. Doing this doesn't import any information.

1. Select Validate records only and click OK.

2. Browse to the import file and click Open.

   Sage 200 checks the file and generates two reports; one lists the imported records, the other lists the invalid records. If there are invalid records, the reason for the failure is shown in the report.

   Note: The reports are displayed as a preview, printed, or sent to the spooler. This depends on the Output mode you have set.

   Note: If you get a message "Unable to process the specified file", make sure your import file is closed and isn't open in any applications.

3. Check both reports to ensure that your records are complete and correct.

4. Make any corrections required to the records in your import file.
5. To re-validate your import file, repeat this process.

Delete stock item locations

Before you start, create an import file that contains a list of individual stock items and the warehouses to delete from each stock item.

You can't delete a warehouse that's already in use, or if it's the only remaining warehouse for a stock item.

Open: Import Records > Stock And Prices > Delete Stock Record Locations

1. Select Validate and delete stock record locations.
2. Select OK.

3. Browse to the import file you created, select it and then select Open.

   Sage 200 processes and imports the records. A report is produced that lists the imported valid records, and a second report is produced if there are any invalid records.

   Note: The reports are displayed as a preview, printed, or sent to the spooler. This depends on the Output mode you have set.

   Note: If you get a message "Unable to process the specified file", make sure your import file is closed and isn't open in any applications.

4. Check the reports to ensure that your stock item locations have been successfully deleted.

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Useful info

About deleting stock item locations

Use Delete Stock Record Locations if you need to delete locations from a large number of stock items, as it will be quicker than deleting locations from each individual stock item.

You can delete stock locations (warehouses) from multiple stock items by using an import file.

You can't delete a warehouse that's already in use, for example if the warehouse is set on any active sales or purchase order lines.

You can't delete a warehouse if it's the only remaining warehouse for a stock item.

Before you start, create a file that contains a list of individual stock items and the warehouses to delete from each stock item.

Tip: Use Export Stock Record Locations to create the file, or create it manually. The stock item code and warehouse name are mandatory in the import file. See Export stock item locations (warehouses).

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What happens when

What happens when I validate the file?

When you validate an import file, Sage 200 checks for the following:

• Whether an item already exists.

• All items contain the required mandatory fields.

• All fields are correctly formatted.

The result of the validation is provided by reports.

• A report lists the items that are valid and can be imported.

• A separate report is produced to list any items that are invalid and can't be imported. The report will tell you why individual items are invalid.

Note: Depending on your selected output mode, the reports are displayed as a preview, sent to the spooler, or sent to the printer.

What happens when I import the file?

1. The import file is validated.

2. The import file is processed.

   All valid items are imported, and any invalid items are ignored.

3. The result of the import is provided by reports.

   • A report lists the valid items that were successfully imported.

   • A separate report is produced to list any items that were invalid and could not be imported.

   Note: Depending on your selected output mode, the reports are displayed as a preview, sent to the spooler, or sent to the printer.