Note: This is importing of NEW purchase products.
To update existing products, you need to export existing data from the system and import it back.
| Navigation: | Purchase > Products > Products
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Please remember to fill in the details correctly: External ID
| required
| External ID (in red box) must be unique, if not it will over-write existing product data.
If you have 1 product with 2 vendors, use the same product External ID.
| Product Category
| best to input
| Must match system exactly
| Vendor Product Code
| optional
| If entered, PO will use Vendor Product Code instead of Product Internal Code.
| | Name | required
| Product Name
Important Note: Product Name and Description cannot contain double-quote; it will cause an error in generating excel report.
| Vendor Product Name
| optional
| If entered, PO will use Vendor Product Name instead of Product Name.
Important Note: Vendor Product Name cannot contain double-quote; it will cause an error in generating excel report.
| Vendor External ID
| required
| Must be unique
| Vendor
| required
| Must match system exactly
| Price
| required
| Vendor product price
| Purchase Unit of Measure
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| Must match system exactly
Must be the same as Unit of Measure
| Unit of Measure
| required
| Must match system exactly
Must be the same as Purchased Unit of Measure
| Product Type
| required
| Storable Product - if you want to manage and track stock in inventory.
Consumable is a physical product that is treated like a stockable product, with the exception that stock management is not taken into account by the system.
Service is a non-material product that you provide.
| Can be Sold
| required
| FALSE
| Can be Purchased
| required
| TRUE
| Can be Expensed
| required
| FALSE
| Control Policy
| required
| On ordered quantities
(this allows you to pay the vendor upon confirmation without goods delivered)
| Customer Taxes
| optional
| Leave blank
| Expenses Account
| required
| Consult your accountant about which accounts to select.
| Sales Price
| optional
| If "Can be Sold", remember to set the sales price.
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| Import File: |
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