Importing a data

Importing a data allows you to import an inventory categories, items, suppliers, and stock information. You can download the template, add the information.

  1. In the upper-left corner of the screen, select Access your applications (). The menu expands.

  2. Select Inventory () > Inventory Upload. The Inventory Upload screen appears.

  3. On the right, select Import Data. The Import Data screen appears.

  4. There are two ways to import data:

    1. Import Data with Inventory Categories, Items, Suppliers, and Stock Information

      1. Select Download Sample File. The file is saved to your local machine.

      2. Browse to the folder where the sample file was downloaded.

    2. Choose a Template File from Your Computer
      1. Select Select File. The File Explorer opens.

      2. Select the required file from the folders and select Open.

      3. Once the file is selected, the Select files to import field is enabled.

      4. In the Select files to import field, select options from the drop-down list, such as Category, Item, Supplier, or Stock.

      5. Select Start Upload. An alert success message appears.