Importing Items in Bulk

Instead of adding Items one by one to the system, save time and work more efficiently by filling a ready template and upload items in bulk. 

1. Click Inventory on the side menu.

2. Click Items.

3. Click Import/Export.

4. Click Import Items.

5. A pop-up window will open with the option to Download Template.

6. Click Download Template.

A CSV file will be downloaded to your computer with the following columns to be filled:

• 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.
• 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.
• 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.

Once you fill the file, save it and upload it as follows:

1. Click Import/Export button on the top right corner of the inventory item page.

2. Select Import Items.

3. A pop-up window will open; 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 inform you by email when the import process is complete.