Upload Inventory Adjustments and Bin Transfers to NetSuite
Add stock to NetSuite from a spreadsheet, with each new lot on its own row with its expiry and status, or move stock between bins in one upload. Load opening stock for a new warehouse the same way.
Animated walkthrough of real Excel captures with callouts. Record Edit › Bulk Records › Inventory Adjustment Templates › Inventory Adjustments opens a sheet. Five rows are entered: three items at Boston in Group 1 and two at San Francisco in Group 2, each with its Adjust Qty. By, location and the inventory variance account. Validate Sheet reports 2 to create, and Create Inventory Adjustments reports Upload complete, 2 created, with each row showing its new adjustment’s Internal ID.
Stock lists live in spreadsheets. Adjustments happen in NetSuite.
A new warehouse opens with stock already on its shelves, a delivery comes in outside a purchase order, a pallet moves to another bin. The numbers arrive as a spreadsheet, often with lots, bins and statuses.
On a Bulk Records sheet each adjustment line is a row, and each lot in it is another row with its own quantity, so the spreadsheet maps across almost cell for cell.
- Who
- Inventory and cost accountants, warehouse leads
- When
- Go-lives, stock coming in, bin moves
- Record types
- Inventory Adjustment, Bin Transfer
An adjustment template with inventory detail
Lot-numbered items need the Inventory Assignment columns. For other items, NetSuite fills in the detail itself, so leave those cells blank.
A starting point. These are the settings we used for this job. Add any columns your team works with, rename them, and set the filters and dropdowns to suit. You can edit the template whenever your needs change.
Pick the record and name the template
Template Basics in the docs- Record Type
- Inventory Adjustment (and Bin Transfer for bin moves)
- Include row grouping column
- Checked, so each adjustment’s rows stay together
Choose the columns
Template Columns in the docs- Body Fields
- Subsidiary, Date, Posting Period, Adjustment Account and Memo (all recommended)
- Inventory
- Item, Location and Adjust Qty. By (recommended), plus Est. Unit Cost for stock coming in
- Inventory Assignment
- The columns you need: Quantity, Serial/Lot Number, Inventory Status and Expiration Date for lot-numbered items, plus Bin Number where you choose the bin.
Set how records download
Template Filters in the docs- Optional filters
- None needed to create adjustments.
Load the dropdown lists
Template Dropdowns in the docs- Location, Item
- Finsyte’s own lists, already set.
- Bin Number
- Type the bin’s name, such as
FGStorage-01. - Inventory Status
- Entered as
id_plus the status’s internal ID, such asid_1.
Bring stock in in four steps
Start from the warehouse’s or supplier’s spreadsheet.
Lay out the lines
Enter one row per item line with its Adjust Qty. By. For lot-numbered items, use a row per lot, each with its own quantity, expiry and status, and the same word in Inventory: Line ID. See how the detail looks.
Group the adjustments
Give every row of one adjustment the same Record Group, for example one adjustment per location.
Validate the sheet
Validate Sheet checks every number, date and list value, and flags a closed posting period before anything is sent.
Create the adjustments
Select Create Inventory Adjustments. If NetSuite needs anything more on a line, its reason shows on its cell.
Two adjustments, one per location
Three lines at Boston share Group 1 and two at San Francisco share Group 2. Validate Sheet counts 2 to create.
Before you upload
- Each line’s assignment rows must add up to its quantity.
- Inventory statuses are entered as
id_and the status’s internal ID, such asid_1. - Leave the Inventory Assignment cells blank on new lines of items without lot numbers. NetSuite builds their detail.
- New lot lines share a placeholder word in Line ID. See lot-numbered items.
- Adjustments dated in a closed or locked period are flagged by Validate Sheet before upload.
Inventory adjustments in Bulk Records: FAQ
- QCan I add stock to NetSuite from Excel?
- Yes. Build an Inventory Adjustment template, enter one row per line with Adjust Qty. By, add a row per lot where your items use them, and upload.
- QDoes it handle lots, bins and statuses?
- Yes. With the Inventory Assignment columns on the template, each lot is its own row under its line, with its own quantity, expiry and status, and a Bin Transfer moves it between bins.
- QCan I load opening inventory for a new location?
- Yes. Enter positive quantities with an estimated unit cost on an Inventory Adjustment sheet, one adjustment per location, and upload.
- QCan I move stock between bins?
- Yes. Bin Transfer is a supported record type with the same Inventory Assignment columns.
More use cases
Lot numbers
Download the lot number records for an item, correct expiration dates or fill in quality fields, and upload them together.
Receive purchase orders
Enter the order and quantities received on each row and upload. Each receipt is created from its purchase order and stays linked to it.
Monthly journal entries
Copy last month’s accruals and allocations, change the amounts and upload them as new entries, each checked for balance first.
Try it with your own NetSuite data
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