Assign unlocated stock to specific warehouse locations in bulk by uploading a pre-filled .csv or .xlsx file. This is the fastest way to set up or update location assignments across a large product catalogue when using Access Evo's Inventory Management.
Prerequisites
The following conditions must be met before a product appears in the bulk assign template:
The product must have unassigned stock; stock not already assigned to a warehouse location.
The product must not have a pending put-away task in progress from a purchase order.
The product must not have a pending stock adjustment.
Assign locations in bulk
Go to Warehouse Management in Access Evo and select Inventory Management.
Click Bulk Assign Location in the top right corner to open the Bulk Assign Locations dialogue window.
Select the warehouse from the Warehouse dropdown.
Click Download next to Product Location Template. The template lists all unassigned stock for the selected warehouse.
Fill in the Location and Qty columns for each product you want to assign.
Save your file and upload it using drag-and-drop or click to upload. Supported file types are .csv and .xlsx.
Optionally, select 'Run in Background' to process the file without waiting on screen.
Review the results summary once processing is complete.
Run in Background
If the upload is taking longer than expected, a 'Run in Background' button appears. Clicking it closes the dialogue window immediately and displays a status banner at the top of the Inventory Management page while processing continues.
State | Banner message |
Processing | 'Processing [file name] in background. Please do not refresh the page.' |
Complete | 'Process done.' with a summary, or a count of locations assigned alongside any rows with issues. |
Failed | 'Background upload of [file name] failed.' |
⚠️ Warning: Do not close or refresh your browser tab with Inventory Management open while a background upload is in progress. The page will warn you if you attempt to navigate away.
Once the upload completes (even partially), the inventory table refreshes automatically.
Product Location Template definitions
The downloadable Product Location Template includes the following columns, pre-filled from your account's data:
Column | Required | Description |
SKU | Yes | Product Code |
Batch No | Yes | Batch number. Leave blank if the product is not batch-tracked. |
Expiry Date | Yes | Format: dd/MM/yyyy. Leave blank if the product is not batch-tracked. |
Available to Assign | No | Read-only reference column showing the remaining assignable quantity. |
Qty | Yes | Quantity to assign to this location. Must be a whole number greater than 0. |
Location | No | The target location name within the selected warehouse. |
🤓 Tip: Download the template first to see exactly which products are eligible. The template is pre-populated with all qualifying stock, so you can start filling in locations straight away.
Import rules and validations
The Bulk Location Assignment feature validates your imported file before processing. Rows that fail validation are skipped, but all valid rows are still processed. Once complete, you will see a results summary showing the number of successful assignments and a categorised list of errors by row number.
To avoid validation errors:
Each SKU, batch, and location combination must be unique within the file, duplicate combinations are rejected.
The SKU must exist in Unleashed, and the location must belong to the selected warehouse in Warehouse Management.
The batch number must match the product's batch-tracking configuration.
The total quantity assigned per SKU and batch must not exceed the Available to Assign value.
Quantities must be whole numbers greater than 0, decimals and negative values are rejected.