Importing pre-assembled quantities

Import quantities from CSV/XLSX records the pre-assembled stock of many assembly bills at once: a stock take of the built units on your shelves, a batch that came back from a contractor, a correction across several locations. One row per assembly bill and location, one review, and one apply.

You reach it from Assembly Bills: More actions → Import quantities from CSV/XLSX in the title bar. The dialog that opens is titled Import pre-assembled quantities from a spreadsheet.

This import only changes pre-assembled stock. It does not touch recipes, prices or the two behaviour settings; those come from the other spreadsheet import, described in Creating an assembly bill.

The four steps

Upload. Pick a CSV or XLSX file. The file is read in your browser. If you do not have one yet, the dialog offers a template with the expected headers already in place.
Map the columns. Tell the dialog which of your columns is which. Your headings do not have to match ours: common spellings (Assembly SKU, Qty, Adjust By, Standort, and so on) are matched for you, and you can change any of them.
Review. Assemblified looks up each assembly bill and location, reads the pre-assembled quantity there right now, and shows you current → resulting for every row before anything is written. See The review.
Apply. The ready rows are written in batches. The final screen says how many pre-assembled shelves were set, and names every row that could not be, with why.

The columns

Every row is one assembly bill at one location, and one change to it.

Column	Required	Blank means
Sub-Assembly ID, Sub-Assembly SKU or Sub-Assembly Name	One of them	Which assembly bill. When a row fills in more than one, the ID wins, then the SKU, then the name.
Quantity	One of Quantity or Delta	The number of built units that should be on the shelf. 0 or more.
Delta	One of Quantity or Delta	The number to add. A negative number removes units.
Location	No	Your default location. A location name or its ID both work.

A row needs exactly one of Quantity and Delta. A row that fills in both is refused rather than guessed at: pick one. A row that fills in neither is refused too.

To change the same assembly bill at two locations, give it two rows.

Set or adjust

Quantity sets a count. 40 makes it forty, whatever it was. Use it for a stock take.
Delta adds to what is there. +12 adds twelve, -3 removes three. Use it for a batch you just built or units you just took off the shelf.

You can mix the two in one file, row by row.

Assemblified turns every row into the exact number it will set when you review, not when you apply: a Delta row becomes what is on the shelf now plus your delta. That way, if a batch has to be sent again, the shelf lands on the same number instead of moving twice.

The review

While Assemblified looks everything up you see Looking up your assembly bills, locations and pre-assembled shelves… with a step counter. Nothing is written during the lookup.

The review is a table with one line per row of your file, in the file’s order:

Column	Shows
Assembly bill	The assembly bill’s name, with the row number of your file under it.
Location	The location the row writes to. A blank Location shows your default location here.
Change	Set to n for a Quantity row, or the delta (+12, −3) for a Delta row.
Pre-assembled quantity	The current quantity → the resulting one.
State	Ready, or why the row cannot be written.

Above the table, badges count the rows: n ready, n blocked, and among the ready ones n set and n adjusted. Under them the dialog reminds you: The pre-assembled quantity shown is as it was when this file was reviewed. If your file names locations your shop does not have, they are listed (Unknown locations: … The rows naming them are blocked.), and if some rows could not be read from the file at all, the dialog says how many were left out.

A blocked row shows one red badge per reason and is never written:

Badge	What it means
Assembly bill not found	No assembly bill has that ID, SKU or name.
Unknown location	Your shop has no location by that name or ID.
No default location	The Location cell is blank and your shop has no usable default location: none is set, or the one that is set has been deactivated or deleted. Fill in the location, or choose a default location in Settings.
Duplicate row for this assembly bill and location	Two rows target the same assembly bill at the same location. Both are blocked, because neither is clearly the one you meant. Merge them into one row.
Pre-assembled shelf could not be read	The current pre-assembled quantity could not be loaded, so the result cannot be trusted and nothing is guessed. Remove the row and apply the rest, or upload the file again to read the shelf afresh.

A row with something wrong as typed shows its error in red in the same column:

Error	Fix
Name an assembly bill by ID, SKU or name	The row names no assembly bill. Fill in one of the three columns.
Give either a quantity or a delta, not both	Keep one of Quantity and Delta.
Give a quantity or a delta	Fill in one of Quantity and Delta.
Quantity must be 0 or greater	A Quantity cannot be negative. To remove units, use Delta.

Goes below zero is a yellow warning, not a block: a Delta would take the pre-assembled quantity below zero. Whether it can be written depends on your settings (see When a row is refused).

To go on without the rows that cannot be written, click Exclude blocked, or click Remove on a single row. Or fix the file, close the dialog and upload it again. When you are happy, Apply to n pre-assembled shelves writes the ready rows; it stays disabled while no row is ready.

If the lookup or the apply stops

While the lookup or the apply is running, the dialog’s main button is Stop. Stopping parks the run where it is; Resume carries on from the batch that was next.

If a batch fails (a dropped connection, for example), Assemblified tries it once more on its own. If it fails again, the run parks: The lookup did not finish or The import did not finish, with Resume to try the same batch again. During the apply, batches that already finished are not undone, and a resumed batch never moves a shelf twice (see Set or adjust).

Close is unavailable while a run is going; stop it first.

When a row is refused

Each row is written on its own. A row that fails does not stop the others. The final screen says n of m pre-assembled shelves set. and lists every row that could not be set, with the reason and a code in brackets, for example … (NEGATIVE_STOCK_REFUSED). Common reasons:

Below zero with negative stock off. If Allow negative inventory in Assemblified calculations is off (Settings → General), a row whose result is below zero is refused and that shelf is left as it was (NEGATIVE_STOCK_REFUSED). See General settings.
The assembly bill no longer exists. It was deleted between the review and the apply.

What was already written stays written, and the Assembly Bills list shows the new pre-assembled quantities once the run ends or you close the dialog. To retry the failed rows, fix them and upload a file with just those rows.

Saved mappings

If you upload the same kind of file regularly, save the mapping the first time: on the mapping step, tick Save mapping as template and give it a name. Next time, pick it from Pre-load a saved mapping on the upload step. These templates are listed under the import type Assembly-bill quantities in Settings → Import templates.

Common gotchas

Quantity and Delta are opposites. A column headed Adjust by or Adjustment maps to Delta; a column headed Qty or New quantity maps to Quantity. Check the mapping step before you review: “set to 5” and “add 5” are very different numbers.
One row per assembly bill and location. A second row for the same pair blocks both rows rather than adding them up.
Blank location means the default location. If your shop has no default location, or the default location has been deactivated or deleted, a blank Location blocks the row as No default location.
Building units is not the same as recording them. This import moves no component stock. To build units and consume their components, use Quick build; see Pre-assembled stock.

Where to next

Pre-assembled stock: how the shelf is consumed and adjusted one bill at a time.
Creating an assembly bill: the recipe import, for components, price and behaviour settings.