Exporting and Updating Items in bulk

Instead of updating items one by one, download the CSV file, make bulk changes, and then import the CSV file into the system. To download the file:

1. Click Inventory on the side menu.

2. Click Items.

3. Click the Import/Export button.

4. Click Export Items.

A CSV file will be downloaded to your computer containing all your inventory items and their details as follows:

• ID: System-related code associated with the Item and shouldn't be changed by the user.
• Name: Name of Item.
• SKU: Unique code for the Item.
• Storage_Unit: How this item will be stored, e.g. Box or KG.
• Ingredient_Unit: How this item will be used in your products, e.g. GRAM or ML.
• Storage_to_ingredient_factor: The conversion factor between storage unit and ingredients unit, e.g. 1000 if the storage unit is KG and ingredient unit is gram.
• Cost: Select whether you prefer the cost of this product to be calculated automatically based on the cost of its ingredients or you want to assign a fixed cost for it.
• Minimum_level: Select the minimum level allowed in the branch or warehouse for this item (in KG).
• Par_level: Assign the initial quantity for this item for when you create a purchase order or transfer order.
• Maximum_level: Select the maximum level allowed in the branch or warehouse for this item (in KG).
• Category_reference: Add this item to a category of your choice, e.g. Vegetables (Click here to learn how to create inventory categories).
• Barcode: Barcode assigned to your product.
• Name_Localized: The localized name of the item in a 2^nd language of your choice.

If you want to update the details of items in bulk, edit the CSV File above and upload the file back into the system as follows:

1. Click Import/Export button.

2. Select Import Items.

3. A pop-up window will open where you can upload the file.

4. Click Submit.

If missing data or errors are in the CSV file format, the system will indicate that to the user to fill the gaps or correct the errors.

After successfully uploading the file to the system and data validation, the system will let you know by email that the import process is complete.