Import products list from Excel file

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Where?

There are two places where you can import an excel product list:

  1. When you create a new inventory:
    • Add new inventory -> Select inventory type -> Choose "IMPORT your excel product list"
  2. Existing inventory:
    • Contextual menu -> "Import products list"

 How?

  1. Create your excel products list (see below how)
  2. Bring it locally (to mobile device card) or to a cloud place (Google Drive, Dropbox, etc.)
  3. Access "Import products list"
  4. Pair application fields with columns from excel list (verify section)
  5. Proceed ...

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Format

  • xls
  • xlsx

Download an excel list exemple here

List structure and fieldshttp://www.mobileinventory.net/mi_product_list_example_en.xls

We recommend that the first row of the list to be the header of the list with the fields names. Each column is a distinct field in the app.

What fields are mandatory and what are optional?

At least one of the fields below is mandatory (it's enough to have just one of them):

  • SKU (internal code)
    • alphanumeric field which identify an unique product
  • Product name
  • Barcode / QR code
    • your products barcodes field
    • helps you to identify products at scanning
  • NFC code

 

Other optional fields

  • UM
    •  main measurement units field
    • use the lowest measurement unit level
  • Category
    • your products categories filed
    • helps you to identify products easily using categories filter feature
  • Book quantity (only for Take stock inventory type)
    • your products expected quantities
    • helps you to compare during and after the collection data process:  collected vs. book quantity
  • Batching unit
    • your batching units names (i.e: box, 6 pack)
  • Batching factor
    • conversion factor from batching unit to main measure unit
    • helps collecting data in batching units and trasnforming into main measure units
    • Ex.:
      • product name => juice
      • MU => bottle
      • batching unit => box
      • batchin factor => 8
      • i.e. one box contains 8 juice bottles
  • Your custom fileds (ex.: price, color, etc.)

Existing inventories - imports types

There are two types of imports:

  1. Delete and import
    • All the products from the inventory will be deleted (including entries / countings) and replaced with the new imported products
  2. Update
    • Products from the new list and not found in inventory will be added
    • Products from the new list and found in inventory will be updated with the new values for all the fields excluding SKU (internal code)
    • Atention !!!  - > For update your products must have SKU (internal code) field completed
Posted in How to.