Working with Excel

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You can use Excel files that are created outside of StockCheck, or get StockCheck to create them.

 

StockCheck updates columns that it recognizes, and the names of these columns are changeable through the Tools menu > Preferences > Scanning tab.

 

By default, the columns that are updated by StockCheck are named:

· Rfid Tag
· Last Scan
· User Id

 

(These are pointed out as work columns in the figure below).

 

Of these columns, only Rfid Tag is needed for proper operation. If any of these columns are missing, StockCheck will just skip updating the column. (The Rfid Tag column can be missing too, but any tags scanned will just be ignored, which may not be what you want).

 

For example, if you are not making use of User IDs, you can just leave the column out.

 

 

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                       Fig. Excel worksheet with default columns created by StockCheck.

                           StockCheck updates the work columns as tags are scanned.

 

 

Another setting that is configurable is the Default Columns found in the Tools menu > Preferences > Worksheets.

 

By default, StockCheck automatically creates these columns when you create a new worksheet:

· Rfid Tag
· Visible Id
· Description
· Last Scan
· User Id

 

You can organize these however you like - you can have additional columns, remove ones that you don't want, have them in a different order, or rename them.

 

If you do rename any of the work columns, you should update the name in the Scanning tab as well, so that StockCheck will recognize and update it. For example, if you change "Visible Id" to "Barcode" in the Worksheets tab, you should change the "Visible Id" setting on the Scanning tab as well.

 

 

Offset Work Areas

 

The "work area" is the portion of the worksheet that StockCheck updates, and StockCheck is flexible with where this work area is located within a worksheet. This allows you to have other rows and columns for your own use.

 

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Fig. How an offset work area appears in Excel

 

ExcelOffset

 

Fig. How the same work area appears in StockCheck

 

When StockCheck starts up, it locates the work area on each worksheet. It presents only the work area and leaves the other cells above it, and to the left and right of it alone.

 

In order for StockCheck to locate the work area, the column names for the work area must match the column names specified as the Tools menu > Preferences > Scanning tab.

 

This flexibility allows you to store any other suitable or related information without locking you to single purpose stock-taking worksheets.

 

 

Notes

 

For the work area:

· Letter-casing is ignored, i.e. "rfid tag" will be recognized as being the same as "Rfid Tag".
 
· The ordering of the columns on a worksheet does not matter, i.e. they don't need to match the order specified by the Default Columns setting. The Default Columns just specifies how you would like to initialize a newly created worksheet within StockCheck.
 
· If you have additional columns in the work area (to the left, middle or right of the work columns), StockCheck will pick them up and show them as well. (It is only the rows and columns that are outside of a contiguous block that StockCheck will leave alone).