Export guide · Spire
What to export from Spire
Five lists from Spire, as CSV or Excel, are enough for the health check and the order plan. Here is where each one lives and how to export it.
The five lists, and where to find them
Export these lists as CSV or Excel, as far back as your ERP allows (two years of sales is best):
Items, with their cost, unit and supplier.
Where · Inventory.
Stock on hand by branch, with the minimum and maximum if you use them.
Where · Inventory, by warehouse.
Sales lines (or the item ledger’s sales entries), with date, branch and quantity.
Where · Sales History Items.
Purchase order lines and receipts, with the dates.
Where · Purchase Order Items, and Purchase Receipts.
Suppliers, with their usual lead time.
Where · Vendors.
How to export
In Spire, use each list’s export to CSV.
Filter each list before you export it if it is long, for example to the last two years of sales history.
- Column names in English or French both work: you rename nothing.
- Report footers and totals are left out by our reader; nothing is parsed in your browser.
Send your exports for a free health check
We read them, ask you what the data cannot tell us, and send back a report of the stock you could return, sell down or stop buying, each figure as a range.
Get your free health check