# Uploading Min/Max/Reorder

This document will outline the steps required to extract an inventory list, manipluate the Min/Max/Reorder in excel and then upload the values back in to ***COUNTERPOINT***.

1. Navigate through the menu to ****6. Inventory > 1. Data Maintenance > 5. Utilities > 6. Inventory Item Extract**** ![](https://docs.amscomp.com/uploads/images/gallery/2019-02-Feb/scaled-840-0/image-1550267348122.png)
2. Select your starting and ending categories
3. A .csv file named pmdelim.csv will be placed on your Z: drive in **html > b1**
4. Either use windows explorer to browse to the file, or open excel and open the file via excel  
    The file layout is as follows  
    <table border="1" style="border-collapse: collapse; width: 88.8299%; height: 29px;"><tbody><tr style="height: 30px;"><td style="width: 5%; height: 30px;">Cagegory</td><td style="width: 5%; height: 30px;">Part</td><td style="width: 5%; height: 30px;">Description</td><td style="width: 5%; height: 30px;">Branch</td><td style="width: 5%; height: 30px;">**Reorder**</td><td style="width: 5%; height: 30px;">Rank</td><td style="width: 5%; height: 30px;">On Hand</td><td style="width: 5%; height: 30px;">On Order</td><td style="width: 5%; height: 30px;">**Min**</td><td style="width: 5%; height: 30px;">**Max**</td><td style="width: 5%; height: 30px;">Shelf</td><td style="width: 5%; height: 30px;">Cost</td><td style="width: 5%; height: 30px;">Purchase Qty</td><td style="width: 8.71873%; height: 30px;">SALES (13 columns)</td></tr></tbody></table>
5. Edit the Reorder/Min/Max Quantities in the excel spreadsheet as needed  
    <p class="callout danger">**<span style="text-decoration: underline;">DO NOT</span>** reorder the columns in the file. The upload works with a specific layout and this can cause serious issues with your inventory</p>
6. Save the file back to the Z drive under **html &gt; b1**. Save the file as a "Comma Delimied (.csv)" file named **pmload.csv** <p class="callout info">A reminder that the file contains **<span style="text-decoration: underline;">all</span>** branches. Remember to remove any branches you do not want to update before you save the file</p>
7. To upload the infomation back in to ***COUNTERPOINT,*** navigate to **6. Inventory &gt; 1. Data Maintenance &gt; 5. Utilities &gt; 7. Min/Max/Reorder Upload**<p class="callout info">The menu option starts the upload right away and there is no screen interaction. </p>