How to import a stock-take (physical quantities) in SIMS

How can I import a stock-take (physical quantities)?

Depending on your setup, there are a number of different ways to import physical quantities during a SIMS stock-take:

Import from Initialise

To manually import a stock take, click on Import from Initialise and select Import All. Enter the Store Location and confirm. 

If importing stock takes from more than one store, repeat procedure until all store stock takes have been imported.

Using template

SIMS uses a stock-take template that you can easily fill in and import directly into SIMS.

To generate an Excel template: 
  1. Right-click the blue action button from the Stock Take Posting screen.
  2. Click on Generate Microsoft Excel Template. This will automatically open an Excel spreadsheet with the required headers.
  3. Once you fill in the template, save it to a convenient location and import it back into SIMS by right-clicking the blue action button and selecting Import from Microsoft Excel.

Handheld device

Export data from your handheld device as per usual procedures and save it in a convenient location accessible by SIMS. From the Stock Take Posting window, click on ā€˜I’ – Import Text File (from PDA), browse to the export file and click OK.

Manual

To manually import a stock-take, click on the New Record button from the Stock Take Posting screen and fill in the fields accordingly.


    • Recent Articles

    • How to Reverse a Sales/Purchases Transaction in SFM

      Reversing Entries in SFM Once users confirm an entry in SFM, they cannot modify any of its elements. The only available option is to reverse the entire transaction and re-post it with the correct values. The system supports both simple reversals and ...
    • Setting Up BOV SEPA v9

      Before proceeding, please ensure you are using the latest version of SFM. Starting October 5th, 2025, Bank of Valletta (BOV) will begin processing live transactions using the new SEPA file format (version 9). The older version 3 format will no longer ...
    • How do I process a Nominal Reconciliation?

      Procedure for Reconciling a Nominal Account (Current Year > Nominal > Nominal Reconciliation) Account Field: Select the relevant Nominal Account from the drop-down menu that you wish to reconcile. Details Field: Enter any necessary free text in the ...
    • How to Update SFS

      For optimal results, update SFS directly from the server. Important notes before updating: - All Users: Log out of SFS, SIMS and SFM (if applicable). - Remote Desktop Users: Log out of SFS, SIMS and SFM before disconnecting from the remote session. ...
    • How to Add Custom Footers per Client basis

      If you want to apply the same footer across all your invoices or the same footer across all your statements, please refer to this article: How to insert document footers in SFM If you need to use different footers for specific clients, SFM also ...
    • Popular Articles

    • How do I process an End Of Year in SFM?

      Overview SFM allows posting into two financial years simultaneously. This means that users do not need to finalise 2024 before starting to post entries into 2025. The end of year procedure will move the “Current Year” data into the "Previous Year". ...
    • Do I need to Process an End-of-Year in SIMS?

      SIMS does not require an end of year procedures to be run. However, SIMS controls users to only allow posting of transactions, such as sales invoices, cash sales, adjustments and purchases, within a range of dates referred to as the Posting Period. ...
    • How to setup a System Control Account in SFM? (Bank Account, Cash Account, Stock Control, etc...)

      Create the Account in your Chart of Accounts as seen below. Please make sure you use the code depending on your Heading and Sub-Heading digits. After creating the account, you need to specify the account as a System Control Account. Go to Support > ...
    • How to reset your Shireburn remote desktop service (RDS) account password

      The password for the Shireburn RDS Account used to connect to RDS server is set to expire after 90 days. A notification is provided to the user daily starting 5 days prior to the expiry date. In order to change password, the following steps need to ...
    • SIMS - User Manual

      The attached PDF includes the necessary functions and features of SIMS to get you started. SIMS User Manual.pdf