UK +44 20 8123 2623   AU +612 8003 5991  |  Sign in  |  Help  |  Contact us

Inventory Item Bulk Updating

By Marc on October 10, 2008 »
Topics Accounting, Automation, Blog, Online Accounting, Saasu News, Uncategorized

import-items.gif

Many customers such as retailers, ebay traders, ecommerce stores have been very keen to solve the problem of easily updating large numbers of Inventory Items in Saasu online accounting. We have released the ability to do this by allowing Spreadsheet files (CSV) to be imported into Saasu with the new or changed data you require.

Some of our customers receive pricing spreadsheets from multiple suppliers, others create and manage inventory or stock lists in a spreadsheets so we felt this was an appropriate first step for bulk update of inventory data in Saasu.

You still always have the option of using Connectors that we can build for you that use our API to update items. Ideal for those of you that are keen to fully automate workflow.

There are two ways you can approach the bulk updating of your inventory and the method you choose will depend on your business needs but feel free to get in touch and we may be able to suggest the easiest approach.

Method 1 - Export CSV, Edit CSV and then Import CSV

Export the items to spreadsheet where you can edit, merge or update your changes from suppliers and other records. Choose: Items > Export. Then import the list back into Saasu and our business logic will update records without impacting historical transaction activity. Choose: Items > Import.

Method 2 - Create CSV and then Import CSV

Another approach is to build a spreadsheet which lists Item Codes in the first column and then add additional columns for the data you wish to update. For a detailed explanation see our help item on Importing Items into Saasu online accounting.

Related Posts

No Comments »

No comments yet.

RSS feed for comments on this post. TrackBack URL

Leave a comment