Sample sheets help in formatting the Excel sheet to upload multiple inventory items at once. Follow the steps to download sample sheets.
- Go to Import/Export Inventory
- Download the sample file for the reference
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- Download “Sample File for Restaurants” if you run a restaurant, café, bakery etc.
- Download “Sample File for Retail” for a detailed version of maintaining inventory.
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- Your sample sheet will be downloaded in Excel with the list of demo items.
- The components of the sample sheet are described as below
| Field Name | Description |
|---|---|
| header | Default (if you leave Blank) |
| product_name | This is the product Name (Mandatory), And needs to be unique, Upload will fail if a product of the same name exists in uploaded inventory or in this sheet. |
| product_description | Here you can update description of product. Enter this only if plain text, it’s better to update them on portal as we have rich text editor there, from here it will be uploaded as plain text. |
| catalogue | Enter the exact name of catalog, if want to tag the product automatically (with the given catalog)(optional) |
| variant_options | Maintain the option types based on which the product varies, the Options types must be separate by a comma (‘,’) for e.g. “Size,Type,Color” (three property separated by comma) for list of variant option visit portal: Operations–>Manage Inventory –> Add Item–>Advance Item |
| options(1,2,3…) | Needed to be filled if variants are mentioned(mandatory if ‘variant_options’ is filled) in order to they appear in ‘variant_options’, like in example “Size,Type,Color” Size is option1 and ‘Type’ is option2 |
| variant_name | Mandatory field: Enter a proper Variant Name, It can be little descriptive as well. |
| business_location | Needed to be filled if you want to tag variant with location. |
| stock_in_hand | Fill this section If have limited count of product or variant, leaving blank will treated as stock independent (unlimited). |
| selling_price | Mandatory field mention the sell price for variant. |
| unit | Mandatory field unit is basically ‘per’,e.g.. Plate, piece,pack, pound |
| Currency | Mandatory field needed to fill currency that your business accept |
| online_flag | True – if want to show on website, False if not. |
| stock_independent | if maintained TRUE, then it will be treated as it never going to exhaust. |
| tax_code | Enter tax group which is defined already, for automatic assign with the product. |
| product_images | Optional, if you have images uploaded in portal corresponding to variant, you can tag from here |
**Note : Delete rows 1,2 and 3 before uploading the sheet