How to Bulk Import Items

Bulk Importing from Excel Sheet

  • Go to Items
    • Open the Home Menu from the Home button in the bottom left corner
    • Click the Set up tile
    • Click the Set up tile
  • Click Import Items
  • Select Excel Porting
  • Download Porting File
  • Fill all the mandatory fields for each item and upload. The mandatory fields are:
    • Item Code: This the Stock Keeping Unit of the Item
    • Item Description: This is the Description of the Item
    • Item Category: This is the Item Category of the Item. Each Item Category has a Parent Type Main Category.
    • Unit : This is the minimum value you can sell the Item in. (Pcs, Kg, g, NoS, Pegs)
    • Tax: This the tax percentage that will be applied to the item.
  • Save the file and Upload the file in the “Upload filled Excel here” area.
  • Click Submit.

Bulk Importing from Master Database

• We understand that the item updation process is a tedious process. So, in order to make it even easier for you, we have this feature where you can find common items from our main database, that we have already filled for you.

• Go to Master Porting

• Choose the Main Category and the Sub Category of the items you are looking for, and click search.

• Here you will see all the items under that category we have in our database. If you also sell this item, select which ones and click submit.

• You can also search the item you are looking for to see if it is already in our main database, and if it is, select it and click submit.

Bulk Porting Images from Master Database and/or Internet.

• Go to Image Porting.

• This option is used to add images to the items. Application will collect matching images from the master item bank, if perfect item match not found will automatically download nearest matching image from internet. You can verify these images by selecting each items from item master or you can verify this through webstore

• Just fill up your items, and click submit

Delete a Tax Category

o Click the search button in the top left corner of the page

o Click Search without any queries to view all Tax Category

o Click the Delete button against the Tax Category you wish to delete

To Reset all entries

o Click the back button on the top left corner of the page

To Attach the Tax Category you’ve created to an Outlet, go to the Outlet page and click Active GST in shop. This will ensure all receipts raised from the POS has taxes included in it.