Items and Services Import

Items and services are often used in the sales and purchases. So we need to maintain the Items and services from our stock master or inventory. In general, based on the company size, we might need to have the inventory level. Some companies have huge items and services, and some have less. But when it comes to transfer the items from one software to another needs to port the data from there to here. 

Steps to Import 

Let's follow some steps to finish it.
  1. Export the Items from your old software
  2. Get the data in excel file or csv file. (we Support both excel and csv). 
  3. Download a sample from us, We have some columns and headers, our column headers are mandatory for all our imports. So keep our sample column header as of there in the sample file. And we have to convert and update the exported data from your old software.
  4. Lets format your data as like our samples.
  5. And lets choose the file and press the import button. And also with the same page, you can export the data from our system.

Format Data 


Stock ID   Description   Category   Units   Flag   Sales type   Currency   Price  Tax type  Sales   Cogs    Inventory   Adjustment   Wip   Long description   

You need to start with your excel, before that make sure a copied your existing excel from old software and lets proceed it. You might see one more information in our system as View Info. This will help you know the other column values. 
  • Stock ID - your item or inventory stock id.
  • Description, which is name of the item
  • Category- You can mention the category of the item, you can Create them before import it or you can give the name,  the system will auto create it on category. or the system will through error with it.
  • Units -  its your unit of measure, It will also auto create it if it doesn't exist in the system. Anyhow, its mandatory column, so feed the information and move on.
  • Flag, We have flag types to distinguish the product and services. So check them and use it appropriate flag in it. Flags are always capital and one letter, which should match with our flags, we don't accept new flag there. 
  • Sales type, which helps to input the price of the item.
  • Currency  - the pricing currency
  • Price - the price of the item or service
  • Tax type. - its mandatory and you need to provide existing item tax type. 
  • Sales, Cogs, Inventory, Adjustment, and Wip, all of them are GL accounts, and you need to provide the appropriate GL for this to work on. Here Cogs is Cost of Goods sold, it applied for inventory and stock level products. The Wip is  Work in progress, its especially for manufacturing products. 
  • Finally Long description, if any

Memo and Error

During the upload, Incase if any error, that will allow you to new file. This new downloading file will have one new column Memo at the end, check the problem on that rows with that error and fix them and upload it again.

Export

Each of our module has both export and import. With help of this you can export the data from our system . 


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