Importing your items and inventory

We’ve made a available a MoneyWorks script that will make the setting up of your items and inventory easier when creating a new MoneyWorks file.

If you can extract your item list, stock count and valuation from your old system in a sensible format (and this is no mean task for some legacy accounting systems), then this script will be useful. It runs in two passes, so you can use it to import all your items, or just your opening stock balances:

1. Bring in your items list: This is the item codes, description, prices etc.
2. Import your opening stock count and valuation.

Basically the script will read a structured, tab-delimited text file (which is one of the Saving options in Excel), and import the items and stock values. You just need to tell it which columns contain the data. If the report contains page headings, which most accounting reports do, you can tell the script how to identify and skip these.

The script requires MoneyWorks Gold/Datacentre 7.2 or later to run on.

To download the script and documentation, click the link below. The download is a zip file (so you will need to decompress it) that contains a pdf of the instructions and a file OpenStock.mwxml—double-clicking the latter will install it into the currently open MoneyWorks file. You should read the instructions before you install the script.

     Download OpenStock.zip

Note: If you want to the run the script from more than one MoneyWorks file, you will need to install it into each one separately.

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