When you get started with NexoPOS, you might have some file that you want to import on the system. NexoPOS has a build-in which let you import item from a CSV on the system. That’s what you’re going to learn on this tutorial.
Importing CSV file on NexoPOS
For the meantime, NexoPOS support only the CSV format. We might add additionnal format, but if you have a xls file, it must be converted into CSV. There is a tool out there that you can use to convert a XLS file into CSV.
When you have to CSV ready, access to the Inventory > import items from CSV
On that UI, you’ll see a field where you should select your CSV file. You don’t have to follow a schema. After having seleted your file, the system will parse it and unveil all columns within. The next thing to do is to make a match between the system columns and the columns available on the files.
Some columns are required, and the import can’t run properly if they are missing : name, purchase price, sale price, quantity. Here is an example of an imported file.
As you might notice, there are many columns available. Some columns are unnecessary, and it’s up to you to choose which one you would like the system use.
Using the import options
Before running the importation, you must take a look at the import options :
All products are available for sale by default
Enabling this option will make all imported item available for sale. It might be required to make a supply according to the item type (physical or digital).
All products are natural by default
This option will turn all items into natural (physical) items. Basically that means all items will have a stock.
All products have inventory management enabled by default
This option speaks about himself. For all natural items, it’s obvious to have the inventory management enabled by default.
The remaning amount is equal to the quantity available by default
If there is a column for a quantity. That column will be used to fill the remaining quantity field.
Added imported files to the current stock
This option let you import item when you have some existing item on the system. You can choose to update the existing item or to overwrite it.
When you have correctly configured the settings, you can proceed and click on “Import”. If the import is successful, there will be a message displayed.
Assigning a procurement & suppliers
Usually the import feature is helpful when it comes to import products supplied. That’s why we’ve added 2 new fields that help you to either assign the import to a provider and to a procurement to have them grouped.
Once you’re done, click on import and check if it’s successful. Feel free to get in touch with us via [email protected]