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 Goods
Category Name * - enter the name of the Stock/Catalog Category
Catalog Visibility* - enter Y for yes N for no
Auto Generate SKU - enter Y for yes N for no
Item Code
Item Name
Item Description
UOM* - unit of measure (e.g. Per Item)
Service Duration (Mins)
Appointment Time Gap (Mins)
Reminder Time (Mins)
Selling Currency
Selling Price
Quantity
Enable Variant - enter Y for yes N for no
Variant1 Name
Option1 Name
Option1 Quantity
Option1 Price
To add a bulk items:
Click Inventory / Catalog dropdown list and click Product/Services from the left pane menu.
Click Import Products
Choose “Rental Service” inventory type.
From the screen, download the Bulk Template and fill-out the details according to the data format.
Ensure that all of the product details are filled to the appropriate category.
Restrictions
All special characters are not allowed for all required fields/columns, in cost and sell price fields only (.) is allowed to use.
As soon as the template is ready, upload it back by clicking on Choose File and click Upload File button.
To add a bulk items:
Tap on the Inventory/Catalog feature from the Home Screen.
Tap on Add New Item/Services, a pop up from below will pop up.
Choose “Add Items in Bulk” for the product and service type.
From the screen, download the Bulk Template and fill-out the details according to the data format.
Ensure that all of the product details are filled to the appropriate category.
As soon as the template is ready, upload it back by attaching through the paperclip icon and click Upload button
Please click on the video below for a step-by-step guide in uploading items in bulk.
Format of the Bulk Template:
Ensure that all of the product details are filled to the appropriate category.
Restrictions
All special characters are not allowed for all required fields/column, in cost and sell price fields only (.) is allowed to use.
How to do Bulk Upload for Products and Services
Here are the details you need for bulk template:
Why can’t I successfully upload Goods items in bulk?
❗ For the facility to work, ensure that you are using the bulk upload template that is downloadable through + Add Item > + Add Bulk Images.
❗ After completing the bulk template with your inventory items based on the prescribed data format, double check that there are no formulas in the file and the file type when uploading back should be in CSV or Excel.
❗ For your retail/goods catalog template, ensure that Inventory Type, Inventory Name, Item Name, Currencies and Cost and Selling Price, Initial Stock and Date Received columns are not empty.
❗ All special characters are not allowed for all required fields/columns, in cost and sell price fields only (.) is allowed to use.
💡 Tips:
To upload items in bulk for other inventory types, click on the related articles below: