Importing a stock database¶
ProEPOS provides an easy way to setup your stock on the system using an already existent stock database. This is particularly useful if you are switching over to ProEPOS from an old EPOS system (providing it supports exporting of its stock database) or if you have your stock details in a suitable format already (e.g. in a spreadsheet).
Importing a database is only recommended for users who are experienced with spreadsheet manipulation and can produce a CSV stock database file in the format described by the import facility. If you are uncertain of what you are doing then it is far better to spend the time manually entering your stock onto the system rather than risk importing incorrect, incomplete or erroneous data.
Before importing a CSV stock database you must ensure that:
- All rows are populated.
- All fields contain sensible data.
- All monetary amounts are in the format X.XX
- There is a header line, with the following headings
| Column Heading | Required for New Product | Description |
|---|---|---|
| Name | Yes | The product name. |
| Barcode | Yes | The product barcode, this is the only field that is required for any other data to be imported correctly. This can be set to ABC to tell the system to generate a barcode itself. |
| Barcode2 | A second barcode for the same product. | |
| Department | Yes | The department the product belongs to. |
| subdept1 | ||
| subdept2 | ||
| subdept3 | ||
| Retail price | Yes | Retail price inc. taxes. |
| Cost price | Cost price exc. taxes, this is not required as the cost price is calculated from the Pack cost and Pack Size. | |
| Tax rate | Yes | Tax rate in percent. |
| Stock qty | Quantity held in stock, you could set this to 0 for all products and then perform a stock take to get accurate stock figures. | |
| Supplier | Yes | The primary supplier of the product. |
| Order code | The order code from the supplier. | |
| Pack size | Yes | The quantity of units in a pack, if exact pack size is not known set to 1. |
| Pack cost | The cost price of the pack exc. taxes. | |
| Unit desc | The size of the pack e.g. 330ml. | |
| Ideal qty | The ideal quantity of the product to be held. | |
| Reorder level | The reorder level. | |
| Auto replenish | Should the product be automatically ordered when it reaches the minimum quantity (True/False). | |
| Custom1 | Custom product field 1. | |
| Custom2 | Custom product field 2. | |
| Custom3 | Custom product field 3. | |
| Custom4 | Custom product field 4. | |
| Core range | Sets if the product should be marked as a Core line for the store. (True/False). |
To import a CSV file, select Maintain Stock Lines -> File -> Import from spreadsheet and then select the file to be imported from the dialog box. Where a product barcode does not already exist on the system a new record is created. Where a product barcode already exists, the existing record is updated.