Import Item

Import the item to the applet by clicking on the plus and selecting Upload. Choose from the doc item to upload. Additionally, select the source fields and target fields for the doc item, then click export to set the fields. Finally, upload the item.

Import Item Templates

There are several upload templates to choose from under the import item menu, which include:

• Doc Item (for 1 invoice creation for an item)

• Doc Item Category Link (if you want to import for category item)

• Doc Item Relationship (for group/bundle items)

• Doc Item Pricing (for pricing upload)

• Doc Item With GL Code (for item with account code type)

• Doc Item Label Link

• Doc Item Company Link

• Doc Item Branch Link

• Doc Item Category

Import Item Module is used to mass upload the products using CSV files. This function is especially useful for the user if they have a wide range of products. It could tremendously save your time and be accurate.

To upload products in bulk, click "+", and it will direct you File Import page. First, you need to choose the file type and download the upload file template by clicking the chosen file type.

Open the CSV file, insert your product details into the file accordingly.

Once done, save the file in .csv format.

Upload the file by just clicking the Upload File button or by dragging and dropping a file in the box.

The user will see the uploaded file at the bottom of the page.

Users can delete the uploaded file in the File Import Edit page