Monday, June 5, 2023
Stock-take import
The direct way to import products into the system is when we create a new list and add products one by one to the system.
An alternative to directly importing products into the system (one by one) is to import products from a file. All you need to do is prepare an Excel file in the appropriate format and import it into the system. In this way, you can very easily, in one step, import a large number of products into the system.
Importing products is done by selecting the Import subsection in the Settings section, then Products and within it, click on the "Select CSV file for import" window. When we select a file from our computer, we need to add it and it will be loaded into the system. In order to realize the import, it is necessary to click on the "Import" button.
If we are not sure what the import document should look like, we can download the template to see how to create this document with one click on the "Download import template" button.
Importing products significantly reduces the time required to create all the necessary products in the system, regardless of whether you create an Excel spreadsheet from scratch or export all products from accounting or other software.