- Click on “Inventory” from the main menu.
- Click on “Price List“.
- Click on the price list to which you want to add products.
- Click on the “Import” button.
- Select the product/service file you wish to import into the price list by clicking on the “Choose File” button under “CSV File“. Please make sure the file format is CSV.
- Under “Delimiters“, choose from the drop-down one of the delimiters supported by the system, which are:
- Comma Separated
- Semicolon Separated
- Tab Delimited
- Note: Please contact the technical support team for more information on supported file formats and methods of preparing them for uploading to the system.
- Click on the “Next Step” button.
- Map each column inside the file to the fields in the system as follows:
- Products: A column representing the names of the products/services to be displayed in the price list.
- Prices: The price of each product being added to the price list.
- Click on the “Import” button.
- Note: The software will provide a clear statement of the records that have been successfully imported, the records that have been updated, and the records that have been rejected for any reason.