Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Anchor
topofpage
topofpage

Excerpt

In this article, you will learn about how to upload Hard Goods Inventory with an Excel file.

Tip

User Roles: Accounts Receivables, Admin, Credit Manager, Procurement Manager, Sales Manager, Setup, and Shipping.

Table of Contents

Table of Contents
minLevel1
maxLevel2
outlinefalse
excludeTable of Contents
typelist
printablefalse

Upload Hard Goods Inventory with an Excel File

To upload new products or update products in the inventory, do the following instructions:

  1. Go to Setup and select Data Import.

  2. Select Hard Goods - Inventory & Product List from the drop-down menu.

  3. Optional: Download a template for updating your inventory.
    There are two templates available:

    1. Empty Template. Use it to add new Hard Good products.

    2. Excel file of your hard goods. Modify the information for your current hard goods.

  4. Optional: Check the Update Inventory box to update existing products in the inventory with the information from the Excel file. The system will use the product ID when updating information to ensure accuracy.

  5. Upload the file by dragging it to the file area or clicking and selecting it from your files.

Once the import process is complete, the system will send an email notification to the logged-in user confirming if the import was successful or if any records failed to upload. You can review the inventory and make necessary adjustments by going to the Setup > Products > Hard Goods screen.

Image Added

Info

File Size Limit

The system allows uploading a maximum of 5000 rows per file, and you can upload a maximum of 999 hard goods per line at once.

Info

For Multi-Location Companies

If you choose to enable the "Update Inventory" option in step 4, you will need to select the locations for which you want to update inventory. Select "All" to update prices and costs for all locations at once.

Back to top


Filter by label (Content by label)
showLabelsfalse
max5
titleRelated Articles
cqllabel in ( "data-import" , "standalone" , "standalone-po" , "upload-purchase-orders" , "hardgood-product-update" )
We've encountered an issue exporting this macro. Please try exporting this page again later.