Inventory
Importing products from a CSV file (with opening quantities)
A CSV with code, name and price (required) plus cost, quantity and barcode (optional), then "Import products": a dry run first; per-row errors never stop the rest.
Verified against the product on 1 min read
Steps
- Prepare the file: required columns
sku(or code),nameandprice; optionalcost,quantity,min stockandbarcode. Download a ready template from CSV templates. - Save it as CSV UTF-8.
- Open "Inventory" and press "Import", then "Choose a CSV file".
- Review the dry run: "Ready to import" and "Rows with errors" with the reason for each error (a duplicate code, a missing price…). Fix the file and upload again if needed.
- Press "Import". "Done" appears with the count created; bad rows never stop the rest.
What happens in the books
For every row with a quantity above zero, opening stock is created in the main branch at the written cost, with a balanced entry (inventory debited / opening-balance equity credited), so your stock value appears on the balance sheet at once.
What the system does not do
- It does not update existing items through the import (create only).
- It does not import units, variants or images; they are added from the item page.
Common questions
- Excel garbles Arabic when saving.
- Save as CSV UTF-8 (comma delimited), not plain CSV. The ready templates are already in that format.
- I imported the file twice by mistake.
- The import creates new items only: a row whose code already exists is rejected and listed in the errors; nothing is duplicated.
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In the same section
- Adding a new product: name, price, barcode and minimum stockFrom the inventory screen: "New product" with name, sell price, cost, barcode, minimum stock, category and image, and when to enable variants, serials or batches.
- Adjusting one item's quantity: restock, damage, correction, or openingFrom the item page: "Adjust stock" with a reason; Restock, Damage / loss, Count correction, Opening quantity, then "Apply"; every adjustment is booked and logged.
- Categories: creating them and categorising items in bulkAdding a category from "Manage categories" or while creating a product, categorising several items at once, and where categories show at the till and in reports.
- Cycle counts: counting a shelf without stopping salesCreating a "New count", entering the "Counted quantity" per item, reviewing "Variance" and "Variance value", then "Commit count"; differences are booked automatically.
- Printing barcode labels for itemsFrom the inventory screen: "Print labels", search the items and add them with the number of labels, then "Print" on a label printer or label sheets.
- Reorder suggestions and turning them into purchase ordersWhen an item falls below its minimum it appears in "Reorder suggestions"; review quantity and supplier, select, and "Create purchase orders" for a draft per supplier.
This page is also available in العربية · کوردی
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