CHECKS Manual Inventory Import - Job Aid
What is this for?
Scheduled audits require their inventories to be manually up-loaded from an Excel spreadsheet at least 24 hours prior to the audit date. This is how you do it.
- Prepare your inventory file in Excel, using the provided CHECKS Manual Import template and save in a memorable location on your local drive or network.
Make sure every unit on the inventory has data present in
these columns or the import may fail:
• E: Mfg Name (brand name)
• F: Model (model, description)
• G: VIN/Serial Number
2. Login into CHECKS using your username and password
3. Click the PLANNING drop down menu on the left and choose MONTHLY
4. Find the scheduled audit using the DEALER
(1) search or use the CALENDAR
(2) search to locate and click the AUDIT.
(3) In
the Audit Summary window, click
AUDIT.
5. Scroll down to the bottom of the EDIT AUDIT screen and
click IMPORT.
6. Select IMPORTER from the drop down. (There is only one
choice.)
7. Click the CHOOSE FILE button.
8. Locate
and select the Excel inventory file you prepared in Step 1 and click OPEN.
9. Click on upload file
10. A confirmation screen will appear showing that the inventory
has been loaded.
Note: Attached are the demo auto inventory and the job aid document