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How to do Bulk Upload for Ingredients / Raw Materials
How to do Bulk Upload for Ingredients / Raw Materials
Updated over a month ago

What is bulk upload?

The bulk upload facility allows users to upload inventory data per inventory type in batches. If you are maintaining an inventory list locally in your devices, you can copy them to the specified file format and details then upload the file through the app in seconds.

Here are the details you need for bulk template:

  • Inventory Type * - Choose Products

  • Category Name * - enter the name of the Stock/Catalog Category

  • Supplier (+) - optional

  • Catalog Visibility* - enter Y for yes N for no

  • Auto Generate SKU - enter Y if your own barcode is not available, and enter N if the product has a unique barcode

  • Item Code - if the "Auto Generate SKU" is N enter the product barcode here

  • Item Name - Enter the name of the product

  • Item Description - optional

  • UOM* - unit of measure (e.g. Per Item)

  • Cost Currency - Enter the currency of the product being purchased from supplier

  • Cost Price - Enter each cost price of the product

  • Sell Currency - Enter the currency of the product being sell

  • Sell Price- Enter each sell price of the product

  • Returnable Item* - enter Y for yes N for no

  • Stock in hand - optional

  • Initial Stock * - Enter the initial stock of the product if available can be 0

  • Stock Received - optional

  • Stock Returned - optional

  • Damaged - optional

  • Lost - optional

  • Reorder At - optional

  • Date Received - optional

  • Expiry Date - optional

  • Height - optional

  • Weight - optional

  • Width - optional

  • Length - optional

  • Non - Inventory * - Y if using not using stock in inventory, N if stock is being used

  • Online Store Visibility * - Y if item should show in Online Store, No if not to show in Online Store

  • Variants - if available

  • Variants Option - if available

To add a bulk Ingredients:

  1. Click Inventory / Catalog dropdown list and click Product/Services from the left pane menu.

  2. Click Import

  3. Choose “Ingredients ” or "Raw Materials" inventory type

  4. Then Click "Download Bulk Template" to download the excel bulk template

  5. Open the file from your device downloads to fill-out the details according to the data format.

    1. Ensure that all of the product details are filled to the appropriate category.

    2. Follow the rules provided in the template to make sure products will be uploaded without error

  6. As soon as the template is ready, upload it back by clicking on Browse File and click Upload File button.

  7. Prior clicking "Upload" if you have multiple locations, please select the location to first to make sure products will be uploaded in the correct location


  8. Click "Next"

  9. The results will show you if the bulk upload was successful.

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