Import inventory setup data
Upload controlled spreadsheets for initial master data instead of typing long lists by hand.
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Who can use it
Before you start
- Use the current template and a reviewed source spreadsheet.
Know the screen
1
Template
Download the correct sheet structure before editing data. The page includes item units (for example, 1 bag = 100 pieces) and channel choice mappings for flavours, drinks and sauces.
2
Preview
Shows what will be created or rejected before import.
Step by step
1
Download the matching template and replace every example or REPLACE_WITH value with approved data.
2
Keep headings unchanged and complete required fields.
3
Import in order: items, item unit conversions, locations and suppliers; then products, choices, channel mappings and sales rules.
4
Check the preview and fix errors before importing.
Watch out
- Importing is not a way to correct live transaction history.
UAT screen reference
Screen reference is captured from the UAT page after this workflow is verified.
Pending verified UAT capture
Source page: /inventory/data-import