Importing products/services

Modified on Wed, 13 Sep, 2023 at 3:16 PM

  1. Go to Product/Services 
  2. Click drop down arrow next to Add New+ button, and click on Import Product 
  3. Download the sample CSV file
  4. Keep the titlefrom the sample and fill in your own details
    • Or you may follow the sample format to create your own CSV file
    • Here are a few key words from the file for your reference:


      SKU

      This refers to your product code

      Name

      This refers to your product name

      Description

      Product explanation.

      Selling price

      This refers to how much you’re selling your product

      Avg cost

      Cost of product

      Unit

      Unit of measure (for example, kg, ml, etc)

      Is supply, is purchase (We sell, We buy) 

      This refers to what you sell to customers and what you buy from the supplier (0=No, 1=Yes)
      Is tracking
      This refers to the stock you want the system to do the stock tracking or not. (0=No, 1=Yes) 

      Available stock, in stock

      This refers to your number of stock 

      Supply COA

Which "Sales" COA to credit when this product is sold

Purchase COA

Which "Purchase" COA to debit when this product is purchased

Credit COA

Which COA should the inventory value journal credit for this product


  1. Save the file
  2. Click on Import CSV file to upload

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