Use the Import New Inventory Items utility to import new inventory items into the application.

Step 1: Create the spreadsheet

Follow the steps below to create an MS Excel spreadsheet that has the required column headings in the correct order. You can skip this step if you already have the spreadsheet in the correct format.

  1. Go to Administration > Inventory > Utilities > Import New Inventory Items From Spreadsheet.
  2. Click Create Template Spreadsheet.
  3. Enter a file name for the template and save it to your workstation. 
  4. Cut and paste your new inventory items into the appropriate fields.
    • By default, Microsoft Excel removes leading zeros from fields.  Due to this issue with Excel, quotations must be placed around all fields with leading zeros. Leading zeros are generally seen in front of item codes, vendor codes and UPC codes.
    • Click Show Spreadsheet Layout Legend for detailed information about the fields. The table below also includes additional information.
  • Sell By - Based on Units of Measure in your system.  Example:  Each, Case12
  • Order By - Based on Units of Measure in your system.  Example:  Each, Case12

Step 2: Import New Inventory Items

  1. Go to Administration > Inventory > Utilities > Import New Inventory Items From Spreadsheet.
  2. Click Import New Inventory Items.
  3. You will receive a message warning you about leading zeros.
  4. Click  next to the Import This Excel Spreadsheet field.
  5. Select the spreadsheet that contains the inventory item you want to import.
  6. Click 1) Stage this File.
  7. The application will check for errors, and then list which line items and fields have a problem.  
    • If errors exist, open the spreadsheet and make the appropriate changes to the data. Once the changes have been made, start Step 2: Import New Inventory Items again.
  8. Click 2) Import to Database.