How To: Reuse a Processed Session in a Physical Inventory

How To: Reuse a Processed Session in a Physical Inventory

Inventory manager / data administrator  ·  Yellow Dog Inventory 2026

 WHY IT'S IMPORTANT

Once a session is marked as processed, it cannot be un-marked. If you still need that session’s counts, you can export the session to a CSV file and reimport it into a physical inventory (or another document). This article covers exporting the session and importing it into a new physical.

 PREREQUISITES

•    Permission to export sessions and create physical inventories.

•    A processed session whose counts you want to reuse.

 STEP BY STEP

Export the session to a CSV file

1.  Go to the Sessions module.

2.  Select the session and double-click to open the session editor, then select Export.

3.  Select Comma-Separated Values (CSV), then OK.

4.  Name the file and note where you save it, so you can find it when you import it later.

Import the file into a physical inventory

1.  Go to Physical Inventory > Physical Inventories.

2.  Select Create New Physical.

3.  Select the store you want to create the physical for.

4.  For a full physical, confirm Add Active Items is selected; for a cycle count, choose from the other options. Select Next.

5.  Leave Skip Items with Zero On Hand unchecked so no items are missed, then select Next.

6.  Highlight an item in the list if needed, then choose Select All [N] items.

7.  Select Add Counts from an Excel, CSV, or text file, then Next.

8.  Select the three dots to the right of Import File and navigate to the file you saved earlier.

9.  If the file has a header, check Data has a header row with column descriptions. Match the column containing the SKU or UPC and the column containing the counted quantity, then select Next.

10.      Confirm the items to bring in: choose Select All [N], or highlight items to leave out and choose Remove Selected.

Note: Only two columns are required for the import: the SKU or UPC, and the counted quantity.

Your file now appears as a column, like any other session. To add sessions that were counted on a device rather than from a file, select Import Counts From to bring them in as usual.

 

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Last reviewed: June 2026  ·  Applies to: Yellow Dog Inventory 2026

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