Getting Started
Company Information
Definition
Add New Company
Open Company
Update Company
Delete Company
Add Company Logo
Remove Company Logo
Set System Data
Default Document Setting
Payment Terms
Inventory Category
Tax
Reference Code
Email Format
Setup Email Server
Personal Preference
Inventory Database
Definition
Add new Inventory
Update Inventory
Delete Inventory
Add Inventory Photo
Remove Inventory Photo
Import Inventory
Export Inventory
Customer Database
Definition
Add new Customer
Update Customer
Delete Customer
Add Customer Photo
Remove Customer Photo
Import Customer
Export Customer
Sales Person Database
Definition
Add new Sales Person
Update Sales Person
Delete Sales Person
Add Sales Person Photo
Remove Sales Person Photo
Add Sales Person Signature
Remove Sales Person Signature
Import Sales Person
Export Sales Person
Quotation
Definition
Draft Quotation
Generate Quotation
Update Quotation
Delete Quotation
Duplicate Quotation
Customize Template
Invoice
Definition
Draft Invoice
Generate Invoice
Update Invoice
Delete Invoice
Duplicate Invoice
Import From Quotation
Generate Delivery Note
Receive Payment
Recurring Invoice
Customize Template
Credit Note
Definition
Draft Credit Note
Generate Credit Note
Update Credit Note
Delete Credit Note
Duplicate Credit Note
Import From Invoice
Customize Template
Security
Set Password
Data Backup
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Import Inventory
If you have too many Inventory record and it is too time consuming to create one by one into the system, you may import a list of Inventory
into the database from Excel file.
To be able to import the Inventory data correctly, you will need to use our Template to do the import.
1. Click on button "Import" on the top menu in Inventory Master page,.
2. On the popup screen, click on "Click here to download our Excel template".
3. There are 6 columns in the Excel template:
a) Inventory Name - Name or description of the inventory
b) Code - Unique reference of the inventory
c) Category - The Category value must be same as the Category Name set in Setting > Inventory Category. If the system could not match the data, a new Inventory Category will be created
d) Unit - Unit of Measurement of the inventory
e) Unit Price - Unit selling price of the inventory
f) Cost - Purchase cost of the inventory
4. Create 2 Inventory item in the Excel template, save the template file.
5. On the Import Inventory page, click button "Browse" and select your Excel file to be imported.
6. Then click on button "Import Now".
7. Once the inventory imported successfully, you will be notified.
8. The imported inventory will be list on the Inventory Master.
Next : Click here to learn how to export Inventory List >>
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