Logistics
Reconcile warehouse inventory with ERP stock
After a stock count, you need to compare what was counted with what the ERP thinks is in stock. Mergy lines up both files on the item code and surfaces three lists: items on both sides, items counted but unknown to the ERP, and items the ERP expects that nobody found.
A concrete example
The count file (A) comes from your handheld scanners, the stock export (B) from your ERP. Item codes start with zeros that must not be lost.
| Item code | Location | Counted qty |
|---|---|---|
| 00245 | A-01-03 | 120 |
| 00246 | A-01-04 | 36 |
| 00311 | B-02-01 | 0 |
| 00890 | C-04-02 | 14 |
| item_code | description | erp_stock |
|---|---|---|
| 00245 | Box 40×30×30 | 120 |
| 00246 | Packing tape 48 mm | 40 |
| 00311 | Stretch film 23 µm | 6 |
| 00402 | Labels 100×150 | 250 |
| Statut | Item code | Location | Counted qty | description | erp_stock |
|---|---|---|---|---|---|
| A+B | 00245 | A-01-03 | 120 | Box 40×30×30 | 120 |
| A+B | 00246 | A-01-04 | 36 | Packing tape 48 mm | 40 |
| A+B | 00311 | B-02-01 | 0 | Stretch film 23 µm | 6 |
| A | 00890 | C-04-02 | 14 | ||
| B | 00402 | Labels 100×150 | 250 |
The boxes match. Packing tape (36 counted for 40 expected) and stretch film (0 for 6) show a gap. Item 00890 was counted but does not exist in the ERP (A only), and labels 00402 are in ERP stock but were not found (B only).
How to do it, in three steps
- 1
Drop count and ERP export
The scanner file and the stock export, as CSV or Excel.
- 2
Keep every row
Link by item code and choose “All rows, even without a match” to see both kinds of gaps.
- 3
Export and analyze
Export the reconciliation, then compute the gap (count minus ERP) in your spreadsheet.
Reading the three lists
A+B rows are items counted and known to the ERP: that is where the quantity gap is computed. A-only rows are items found on the shelf but missing from the ERP: wrong code, item never created or receipt not entered. B-only rows are expected by the ERP but missing from the count: forgotten location, moved item or loss.
The preview counters give the size of each list before export. A “Keep if equal to” rule on a location or zone column lets you work through the warehouse aisle by aisle.
What Mergy does not do
Mergy does not compute the gap column and does not change your ERP. It gives you an aligned file where each item has its counted and expected quantity side by side; the subtraction and the adjustment stay in your usual tools.
If the same item is counted in two locations, it appears on two rows: add up quantities per item in your spreadsheet before comparing with ERP stock.
Frequently asked questions
Are item codes with leading zeros kept?
Yes. 00245 stays 00245, from upload to the exported file.
My ERP export has more than 15,000 rows.
The free plan stops at 15,000 rows per merge; the Pro plan has no limit.
Is my inventory data kept?
No. Files are processed in memory for the merge, then erased.
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