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Importing and Updating Batch-Tracked Inventory

Lucas Judson avatar
Written by Lucas Judson
Updated over a week ago

This tool lets you manage batch-tracked inventory at scale. You can either create new batches with quantity or update metadata on existing ones. It includes validation against product setup, licensing, and bin assignments.


✅ What You Can Do

  • Import new batches with quantities and metadata

  • Update batch details such as description, dates, and bins

  • Assign batches to valid products, licenses, and storage locations

⚠️ Only works for batch-tracked products
⚠️ Cannot modify quantity or location during an update


🧾 Preparing Your CSV File

🔻 Step 1: Download the Template

  1. Navigate to Settings > Import Data > Import Batches

  2. Click Download Template


🧩 Step 2: Fill in Fields

Column

Required

Description

Distru ID

✅ (update only)

Used to update existing batches

Product Name

Must match an existing batch-tracked product

Batch Number

Unique batch name per product

License Number

✅ (create only)

Must exist in Distru

Location Name

✅ (create only)

Must match location tied to the license

Quantity

✅ (create only)

Must be a positive number

Expiration Date

Optional

Format: YYYY-MM-DD

Harvest Date

Optional

Format: YYYY-MM-DD

Manufactured Date

Optional

Format: YYYY-MM-DD (cannot be cleared on update)

Description

Optional

Notes or context

Bin Names

Optional

Comma-separated, must exist in Distru

✅ Use ## to nullify a field (except Manufactured Date)
❌ Do not include License, Location, or Quantity when updating


📤 Uploading Your File

  1. Select Import Batches

  2. Choose Create New or Update Existing

  3. Upload your file

  4. Match columns using the field mapper

  5. Submit for processing

✅ Success/fail summary will be shown
📎 Errors return a downloadable CSV with exact issues


🔄 Update Mode Rules

Rule

Description

Distru ID

Must be included for updates

Updatable Fields

Batch Number, Expiration Date, Harvest Date, Manufactured Date, Description, Bins

Restricted Updates

Cannot change Product, Quantity, License, or Location

Immutable Field

Manufactured Date cannot be cleared using ##


💡 Pro Tips

  • Duplicate (Product + Batch Number) rows in the file will be flagged

  • Bins must exist in your system and inventory bin tracking must be enabled

  • Use this importer to mass-load harvested inventory or clean up metadata

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