A quick data import guide
This quick guide outlines the optimal process for data import.
Step 1: import customers & suppliers
Before importing products, this step becomes necessary and it should make the products import process smoother.
The reason for this is that the import process validates the product supplier name for those products have the suppliers name column.
If none of the products have supplier names, then Step 1 can be performed before or after the products are imported.
Step 2: import product static information
The static information include:
- product codes/sku,
- description and options,
- brand, categories, product types
- selling prices and last purchase unit costs
- supplier name
- and so on
Step 3: product quantity on hand figures
After the products are imported, perform a software stocktake for all products and prepare the stocktake upload file with the quantities.
Go to Products menu then Stock take and click "Add stock take".
(For more information, see https://app.zeablue.com/help/Stock-take/32)
Click here to download the stocktake quantities data template
This step can be skipped during the free trial, but it is important before going live and it will be the up-to-date product quantities or the results of an actual stocktake count.
