A handheld scanner can be used to conduct a physical inventory. The handheld records the Item, Site, Bin and Quantity of each item scanned. With some handhelds they must be reconnected to a PC to download the data off the handheld, which is usually in the form of a CSV file. Before importing using Excel link, the CSV must be saved as an XLS or XLSX (Excel) file.
There are three requirements for the import file:
- The import file must be an Excel file.
- The import file must have the same columns as the file produced by Excel Link. Use the Excel Link window to create an export file to use as a template for formatting the output from the handhelds.