Note: This is importing of NEW sales products.
To update existing products, you need to export existing data from the system and import it back.
| Navigation: | Sales > Products > Products
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| Please remember to fill in the details correctly: Product Category
| best to input
| Must match system exactly
| Type
| required
| For your case, it's usually Service.
Service is a non-material product that you provide.
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.
| | Name | required
| Product Name
Important Note: Product Name and Description cannot contain double-quote; it will cause an error in generating excel report.
| Sales Description
| optional
| Important Note: Product Name and Description cannot contain double-quote; it will cause an error in generating excel report.
| Internal Ref / Service No
| optional
| Fill in if any | Contract Page No
| optional
| Fill in if any
| Item No / Valuation Class
| optional
| Fill in if any
| Sales Price
| required
| Set the sales price
| Unit of Measure
| required | Must match system exactly
Must be the same as Purchased Unit of Measure
| Purchase Unit of Measure
| required
| Must match system exactly
Must be the same as Unit of Measure
| Service Invoicing Policy
| required
| Prepaid
| Income Account
| required
| 30004 Sales of Product Revenue (if you like to change, consult your accountant about which accounts to select)
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| Import File: |
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