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How to Track Products

Step 1: Export Product Data

  1. From the main menu, go to “Inventory“.
  2. Select “Products & Services“.
  3. Check the boxes next to the products you want to stop tracking.
  4. From the “Actions” button, choose “Export“.

Step 2: Edit the Exported File

  1. Open the exported Excel file.
  2. Delete all columns that you do not need to update, keeping only the following columns:
    • Product Name
    • Product Code
    • Type 
    • Track Stock 
    • Tracking Type 
  3. Save the file after editing.

Step 3: Import the Edited File

  1. Go back to the “Products & Services” screen.
  2. Click “Import“.
  3. Select the file you edited and saved earlier.
  4. Select the “Comma Separated” option.
  5. Click “Next Step“.

Step 4: Match the Data

  1. From the data matching screen, link the following columns:
    • Product Name
    • Product Code
    • Type
    • Track Stock
    • Tracking Type
  2. Enable the option “Update an existing Product with new data
  3. Select the “Product Code” field to specify the data to be tracked.
  4. Click “Import“.