Step 1: Go to SYSTEM, then click on Import/Export.
Step 2: Under Products Import tab, click on Download Template button to export Product Import Template (Select Open with Microsoft Excel).
Step 3: Complete the Product Template, being sure to overwrite/delete the example product on Row 2.
- You will need to add the following required fields as a minimum: Category Level 1, Product Code, Product Name, Product Description, Taxable, Order Unit, Billing Unit, Cost Price and Unit Price
- Take extra care not to use any special characters (i.e. commas and apostrophes) or punctuation in your product information (excluding decimal point).
Step 4: Save the completed Product Template as a CSV file.
Note: We recommend you save your Completed Product list with the current date in the name (e.g. new_product_list_02.27.2018.csv).
Step 5: Import the Completed Product Template by clicking on Choose File button, then select the saved CSV file (when selected correctly the file name will display beside the Choose File button).
Step 5. Click on Upload button to import and save your Product List.
Notification will appear once upload has been successful.