Import Products

Step-by-Step Guide to Import Products

Option 1: Import from Excel

Step 1: Download the Excel Template

• Click the link “Download [ERP Name] Products Import Format for Excel” to get the template.

Step 2: Open and Fill Out the Template

• Open the file and fill it out with the product details, such as:
  • Product Name
  • SKU/Code
  • Category
  • Unit Price
  • Stock Quantity, etc.
• Ensure all mandatory fields are filled correctly to avoid errors during import.
• Save the file after completion.

Step 3: Upload the Excel File

• Click the “Browse” button to select the Excel file from your computer.
• Verify that you’ve uploaded the correct file.

Step 4: Choose Overwrite Option (If Needed)

• Check the “Overwrite if Exist” box if you want to replace existing product records with the new data.

Step 5: Select Main and Sub Processes

• Specify the Main Process and Sub Process fields if required. These fields might categorize the data or specify the action.

Step 6: Import the Data

• Click the “Import” button.
• The system will display the number of records inserted or discarded in real time.

Step 7: Verify Imported Products

• After the import is complete, review the product master list to ensure all products have been added or updated correctly.

Option 2: Import from Existing Company

Switch to the “From Existing Company” Tab

If you want to copy product details from an existing company within the ERP system, select this tab.

Choose Source Company

Select the company to transfer from and the company to transfer to.

Specify Processes (Optional)

Input values for Main Process and Sub Process, if applicable.

Import the Data

Click “Import” to copy the products from the source company to the current company.

Validate the Imported Data

Verify the product master list for accuracy.

Option 3: Import Opening Stock

Switch to the “Import Opening Stock” Tab

Select the “Import Opening Stock” tab.

Choose Excel Files for Browse

Click the “Browse” button to select the Excel file for import.

Follow Similar Steps as Above

Download the format (if provided), fill in stock details, and import the file, following similar steps as previously outlined.

Clear Option

Use the “Clear” button to reset the form if you need to start over.