Sales & Purchases Products Import
This works for the following:
- Sales Orders
- Credits
- Invoices
- Returns
- Purchases
Warning: Uploading a spreadsheet will remove any products already added to the form
It is possible to upload a spreadsheet of SKU's instead of manually loading all the products into a Sales Order.
1. Click "Sales" or "Purchases" from the main menu.
2. Click "Sales Order" or whichever item you wish to create that supports import.
3. For Sales, Invoices, Credits & Returns you first need to choose a Contact
4. Click "Import Products", this button will be disabled until you choose a contact.
5. Click the "Choose .csv file" field and locate either a csv or Excel file with the required columns.
The SKU column is mandatory, the other columns can be left blank or removed completely.
The SKU must be the primary SKU of a product, not an additional SKU.
If you wish to add a text based product use the SKU column and type in the text line
6. Click "Upload"
7. After a brief moment (depending on how many items are on your sheet) the products will load into the form. You can then continue to prepare your Sales Order as usual.
