Before creating sales or purchase transactions in your DealPOS account, you must input the product data into your DealPOS account. To input the Product data, you can use manual input or bulk Input.
In the bulk input, you can upload product data using CSV (Excel) format. The CSV format is useful when you want to upload a large number of product data at once, typically more than 100-1000 products. This method helps save time when uploading products. To import the product data using CSV files, you can follow the steps below:
Step 1. Go to Product, then click Import
Step 2. Click on Download Template
Step 3. Open the sample file that has been downloaded and edit the values to the product you want to Import
Step 4. Save the product CSV file and click on Choose File to import the product data
Step 5. Preview the product data that you want to import and click the Next button to start importing the product
Notes:
If the display of the CSV file format is messed up, you can fix the format by following the steps in this article: "How to Fix CSV Files Separating Into Columns".
Make sure the product CSV file you import does not exceed 1 MB.
In the Preview tab, you can check the Status and Message from product data before you import the product.
Step 6. Check the Summary and click Import
Step 7. Import Completed, click New button to start importing the product data again
Table Properties
Standard Column Sample:
Notes:
If the product has no variants, you can empty the variant column.
Column Properties:
Column | Description | Data Type | Sample |
Category* | Category of the product | String | Food |
Product* | The name of the product | String | Burger |
ProductCode | Code which is used to uniquely identify a Product | Number | 4050 |
Variant | Available variants for the product | String | Jumbo |
Code | Code which is used to uniquely identify a variant | Number/Text | BGR4001 |
Supplier | Supplier Name when You Buy Product | String | Jhon |
UnitCost | Price when you purchase to supplier | Number | 20000 |
UnitPrice | The price you want to sell to your customer | Number | 30000 |
Discount | Discount of the product | Number | 10 |
Weight | Set weight product | Number | 1 |
UOM | Units of measurement from your product | String | PCS |
Type | Standard / Non-inventory / Complementary / Serialized / Composite | String | Standard |
Brand | Brand Name of Products | String | Delicious Burger |
ReorderPoint | Alert users when inventory below the reorder point | Number | 5 |
Commission | Give your sales commission for selling products | Number | 10 |
Description | To make notes for your product | String | Glass product |
ProductDescription | To explain notes your product | String | "This product contains glass" |
Tags | Tag for your product | String | Glass |
ExpirationDay | Expiration point in the day | Date | 8/04/2020 |
ExpirationMonth | Expiration Point in the month | Date | 20/12/2020 |
UnitQuantity | Each variant contains some units of goods | Number | 10 |
PaymentType | to set which payment type can be used for making transactions for the product | String | Cash, Point, Cash And Point |
ImageURL1 | If you want to insert the product image. You can create up to 5 columns (ImageURL2, ImageURL3, etc) | Text (URL Image) |
Dynamic Column Name:
Column | Description | Data Type | Sample |
Inventory_{Outlet Name} | The inventory count of the particular product in a certain outlet | String | outlet1 |
MinStock_{Outlet Name} | Lower limit from inventory stock. | Number | 10 |
MaxStock_{Outlet Name} | Upper limit from inventory stock | Number | 50 |
ExtraCost_{Outlet Name} | Extra cost is an additional fee charged to the outlet, such as shipping costs | Number | 2000 |
UnitPrice_{Outlet Name} | If you have two or more prices in your outlet for two or more outlets | Number | 10000 |
Discount_{Outlet Name} | If you have two or more discounts in your outlet for two or more outlets | Number | 10% |
Pricebook_{Pricebook Name} | If you have a price book for your products | String | AprilPromo |
Components_(CompositeProduct) | If you want to make a composite for two or more products. | String | Tshirt |
Notes:
*need to be fulfilled
[Tutorial Video] Import Product List using Excel / CSV File
Related Article
To see more about what is inside the Product menu, you can see this article: Product Menu Introduction
To see how to export the product data, you can see this article: Export Products with Different Details
To add product data manually, you can see this article: Add New Products
To edit the product data, you can use the bulk method. You can read this article to see How to Edit Bulk Product
You might encounter an error on displaying the CSV from Excel when you try to open your Exported CSV files. To fix the error, you can read this article: How to Fix CSV Files Separating Into Columns for Windows and for Mac OS
