Update Hard Goods Inventory

Owned by Former user (Deleted)
Last updated: Dec 04, 2023 by Andres Toledo
2 min read

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

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

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.

 

Upload or update the Hard Goods Inventory with an Excel file from the Setup > Data Import screen.

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.

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.

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