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Import products

Where?

There are two places where you can import an excel product list:

  1. When you create a new inventory:
    • Add new inventory -> Select inventory type -> Choose “IMPORT your excel product list
  2. Existing inventory:
    • Contextual menu -> “Import products list”

How?

  1. Create your excel products list (see below how)
  2. Bring it locally (to mobile device card) or to a cloud place (Google Drive, Dropbox, etc.)
  3. Access “Import products list”
  4. Pair application fields with columns from excel list (verify section)
  5. Proceed …

Format

  • xls
  • xlsx

Download an excel list exemple here

List structure and fields

We recommend that the first row of the list to be the header of the list with the field names. Each column is a distinct field in the app.

What fields are mandatory and what are optional?

At least one of the fields below is mandatory (it’s enough to have just one of them):

  • SKU (internal code)
    • alphanumeric field which identify an unique product
  • Product name
  • Barcode / QR code
    • your products barcodes field
    • helps you to identify products at scanning
  • NFC code

Existing inventories - imports types

There are two types of imports:

  1. Delete and import
    • All the products from the inventory will be deleted (including entries / countings) and replaced with the new imported products
  2. Update
    • Products from the new list and not found in inventory will be added
    • Products from the new list and found in inventory will be updated with the new values for all the fields excluding SKU (internal code)
    • Atention !!!  – > For update your products must have SKU (internal code) field completed

Other optional fields

  • UM
    •  main measurement units field
    • use the lowest measurement unit level
  • Category
    • your products categories filed
    • helps you to identify products easily using the categories filter feature
  • Book quantity (only for Take stock inventory type)
    • your products expected quantities
    • helps you to compare during and after the collection data process:  collected vs. book quantity
  • Batching unit
    • the names of your batching units (i.e: box, 6 pack)
  • Batching factor
    • the conversion factor from batching unit to main measure unit
    • helps to collect data in batching units and transforming into main measure units
    • Ex.:
      • product name => juice
      • MU => bottle
      • batching unit => box
      • batching factor => 8
      • i.e. one box contains 8 juice bottles
  • Your custom fields (ex.: price, color, etc.)

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