Bulk data import through excel

13/12/2023
by Admin

Introduction

Uploading entries by using an excel sheet will be handy initially when you set up the system. For this purpose POS supports bulk upload using an excel sheet. Below are the types of entry data that can be uploaded by using excel. You can also download existing entries from the system using the downloads section. Navigate to menu, Maintenance and you will be able to see below sections.

Uploading products

From the above screen, under Uploads section, click on products to download the template. Below is a screenshot of the template. Only ID, REFERENCE and NAME columns are mandatory. Rest are optional.

Field Descriptions

SL Field Name Description
1 ID* This field should be a unique value. It can be 1,2,3 etc. This field is mandatory
2 Reference* You can put item model number or part number. This field is mandatory
3 Barcode Barcode corresponding to each product item
4 Name* Name of item. This field is mandatory
5 Display name Optional short name for this product. This is used for display purpose in the UI if the name is too long
6 Language Optional secondary name of this product. Ideally in local language.
7 Description A brief description of this product
8 Category Category name
9 Brand Brand name
10 Section Rack number in which this item present
11 Taxcategory Tax category name
12 Stock cost The cost required to deliver this item to the business
13 Price buy Price at which this item purchased
14 Price sell Selling price
15 Kitchen The kitchen corresponding to the item in case of restaurant
16 Unit Symbol of Unit of measurement
17 Aux (Boolean) True if this item cannot sell directly and will be sold under another item. Example, in case of ketch up in a restaurant. It will sold along with broast.
18 Scale (Boolean) True If this item sells on a weighing machine else false
19 Image path of image
20 Op. stock Opening stock quantity